On the morning of the 31st, the concepts of virtual reality and optical electronics were strengthened across the board. Wright optoelectronics 2 connected board, Guoguang electric, Changying precision, crystal optoelectronics, Xingrui technology, etc. rose by the limit, while United optoelectronics, Lianchuang electronics, goer shares, Lante optics, etc. rose by a large margin. On the news side, the ar/vr products of Sony and apple, which have attracted much attention, have made new progress recently:
Apple's ar/vr head display operating system was revealed to have been registered as a trademark, or appeared at the developer conference in early June. According to 9to5mac, Apple's reality OS trademark has been found to have been registered, and the registered company is "Reality Systems LLC", whose address is the same as that used before the release of MacOS California. Reality OS is an operating system for ar/vr devices, which is installed on Apple's ar/vr devices.
It is worth mentioning that apple wwdc22 (Apple global developer conference) will be held on June 6 (in the early morning of June 7 Beijing time), and the end date of the trademark is June 9. In addition, on the activity poster of wwdc22, the "C" character wore a pair of glasses, or suggested that Apple would launch an AR glasses.
In addition, on May 30, guomingfu, an analyst at Tianfeng international, quoted a supply chain source as saying that the assemblers and several parts suppliers of Sony PS VR2 will start mass production in the second half of 2022, with a shipment of about 1.5 million pieces. The product will be OEM by Goethe. The chip supplier is MediaTek, the lens supplier is genius, and the OLED panel supplier is Samsung SDC.
Equipment has always been a key link in the ar/vr industry chain. Up to now, there is still a lack of a popular product all over the world, but the AR and VR head display market is growing by leaps and bounds, especially the VR head display. According to the latest report released by IDC, an international data analysis company, the global ar/vr head display volume reached 11.23 million units in 2021, with a year-on-year increase of 92.1%, of which the VR head display volume reached 10.95 million units, breaking through an important inflection point of the industry with an annual shipment of 10million units. It is estimated that the overall VR equipment shipment volume in 2022 will be about 1500 units.
Among the currently available VR devices, oculus quest2 released by meta2020 has reached the consumer level, meeting the basic needs of VR users in terms of display parameters, appearance design and price, and establishing the VR hardware head display standard. Subsequent mainstream VR products of the new generation also refer to quest2 one after another to upgrade and iterate towards the trends of performance upgrading, lightweight, convenience and price exploration. In China, Pico, Dapeng and other brands are in the forefront.
CITIC Securities previously said that with the iteration of several VR products, the industry's shipment in 2022 is expected to increase by 80% year-on-year to 20million units, of which quest, Sony and Pico are expected to reach 1500/100/1million units respectively.
According to the science and Innovation Board daily, many domestic manufacturers have entered the supply chain of leading brands, including goer shares and Tencent precision, which provide complete machine solutions, and sunny optical technology, crystal optoelectronics, Lante optics and other enterprises that provide optical components. Among them, in the field of OEM, Goethe shares account for most of the shares of mainstream VR head displays such as meta oculus products and PS VR; Among the parts suppliers, lens suppliers are more concerned because the optical scheme directly affects the two important measurement indicators of the head display - weight and clarity, which are directly linked to the user experience. The lightweight lens can also make more space for chips and other hardware.
In addition, based on the leading position of Apple series mobile phones in the development of smart phones in the past, Apple's ar products have been highly expected, and many analysts have begun to study their potential suppliers.
According to Guo Mingfu's research report, the investment targets of A-share corresponding to Apple ar/vr mainly include Changying precision and goer. At present, Changying precision is participating in the design of large structural parts of apple ar/vr equipment, and goer mainly makes small parts. Jeff Pu, an analyst at Haitong international securities, said that Apple's ar/vr equipment will have more than 10 combinations of sensors and cameras, and weir shares and sunny optics are expected to supply them.