Yang Weilun, an analyst at JPMorgan securities technology industry, pointed out that Apple’s rumored virtual reality (VR) head show may be released as soon as the first quarter of 2022, according to the business times.
According to the report, “the industrial design of Apple’s head display will be close to that of other brands of VR head display.”. It is reported that the head display will be equipped with six lenses and an optical lidar scanner to draw the wearer’s surrounding environment.
It is reported that most of the components of the head display will start production in the fourth quarter of 2021. JPMorgan disclosed some suppliers of the device, such as TSMC responsible for the processor of the device, daliguang and jiguoguang responsible for the camera lens, and Heshuo responsible for the assembly. The report also points out that the supply chain of the company is mainly concentrated in Taiwan, China.
Yang Weilun pointed out that Apple’s new headgear aims at fruit powder at the top of the pyramid, and its price may be more expensive than VR headgear on the market now. The cost of bill of materials (BOM) alone may exceed US $500 (about 3228 yuan). It is estimated that the relevant supply chain will stock 1-1.5 million sets of components required by the product in 2022.
Gurman also said that “Apple has planned to launch the product as soon as 2022”, which is consistent with JPMorgan’s forecast for the first quarter of 2022.
In addition, JPMorgan also provided some information about Apple’s rumored augmented reality (AR) glasses project. Due to “extremely difficult supply chain management and industrial design specifications”, JPMorgan predicts that Apple’s glasses are unlikely to be launched in the next 12 to 18 months, and apple has consciously made the device “light, beautiful, easy to wear, and able to withstand long-term use”. The demand for prescription lenses and customization may also hinder mass production.
It home has learned that in recent months, there have been more and more rumors about Apple’s VR head display and AR glasses, and one of the devices is said to have entered the “second stage of development”. Apple is planning to launch a virtual reality head display, which is expensive and aimed at niche markets, while the more ambitious ar eyeglasses product will be launched later, according to a recent clarification by Bloomberg. Guo Mingyu, a reliable analyst, said earlier this month that Apple would launch an unspecified augmented reality device at some point in 2021.
In addition, DIGITIMES quoted industry sources as saying that Heshuo and Guangda computers are competing for the final assembly order of Apple’s ar glasses. It is reported that Foxconn has obtained an order for assembly of components.
Most recent rumors have focused on Apple’s VR head display, which is believed to be closer to production than its ar glasses, so DIGITIMES is likely to confuse the two products. In any case, according to recent reports, Apple seems to be focusing on building suppliers for its unpublished VR and AR hardware, indicating that the speed of product development is continuing.
Editor in charge: CC