Analysts say Apple’s Vision Pro headset will bring new opportunities to Asian VR/AR suppliers

IT House News on June 7, according to the "Nihon Keizai Shimbun" report, Apple's Vision Pro headset released yesterday may bring new sales space to Sony and other Asian suppliers, but it depends on the device's sales. What's going on in the VR market that's been disappointing for years?

Goldman Sachs said in a report released last month that Vision Pro may use OLED microdisplays from Sony and polymer optical resin used in precision lenses from Mitsubishi Gas Chemical. In addition, TSMC, the world's largest chip foundry, may be responsible for supplying chips for the device.

So far, Sony and Mitsubishi Gas Chemical have declined to comment on their supply chain relationships with Apple.

Apple previously stated that the company has nearly 1,000 suppliers in Japan, including Sony, Murata Manufacturing Co., Ltd., Kyocera and Nidec , etc. In 2022, Apple announced that its spending on the Japanese supply chain since 2018 has exceeded US$100 billion (IT House note: currently about 712 billion yuan).

However, the overall market size of VR equipment is still small. U.S. research firm DSCC reported in May that sales of monitors for VR and related purposes will increase 18% year-on-year this year to 16 million units. By comparison, global smartphone shipments are likely to exceed 1 billion units this year.

DSCC also said that sales of VR devices have been disappointing in recent years, and it is expected that sales of Apple Vision Pro may also be small at first.

Analysts believe that content will be the key to stimulating demand for VR hardware. At present, the application of VR and AR technology is mainly limited to fields such as games and commercial design, and its application scope is limited by this. An executive at a major electronic component manufacturer said in Japan that the success of a product is not just about the hardware, but the software is equally important. But you can’t tell whether a product will sell until it goes on sale. ”

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