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Delayed head display equipment: MR industrial chain layout at a glance

via:凤凰网     time:2022/7/3 9:01:05     readed:380

The release date of Apple's MR headset has been pushed back by four years from 2019 to 2023, and it is still unclear whether it will be released as scheduled in 2023.

Not only Apple, Meta Universe tech giant Meta's AR/MR project has also been revealed to be delayed after 2024, and its product shipment in 2022 has been significantly reduced, with the "order cut" degree as high as 40%.

The question now is why the rollout of the MR headset has been so delayed.

What are the reasons for frequent "ticket skipping"?

Back in March 2021, research by Guo Ming 𠓹 predicted that Apple would launch an AR/MR headset by mid-2022, and that HMD image-like penetrating lens would use Fresnel lens as an ultra-short lens design

Then, in October, Guo Ming 𠓹 pointed out that apple's AR/VR headset could be delayed due to its complicated design The production will start in the fourth quarter of 2022, later than the original second quarter.

Two months later, in December 2021, apple's AR/MR headset is expected to ship in the second half of 2024, with a lighter weight, design, battery system and processor

In late May, it went on to point out that it would be some time before Apple's AR/MR headset was ready for mass production, and that apple would not announce the AR/MR headset at Apple's WWDC22 event on June 6.

On June 7, guo Ming 𠓹 directly pushed back his prediction of the product's release date to 2023 because of the lockdown in Shanghai

In terms of shipments, earlier projections by 𠓹 had apple shipping 3 million AR/MR devices in 2023-2025, 8-10 million and 15-2000, respectively As for Meta MR Headset, it recently tweeted that Meta is postpones all new headset /AR/MR hardware projects beyond 2024 and has lowered its 2022 shipment forecast by 40%, from 100,000-11 million units to 70,000-8 million units.

That is to say, apple, Meta and other giants have delayed the release of MR project, and have a negative attitude to the future shipment expectations. The recent wave of "cut orders" in the consumer electronics industry has spread from Android phones to headsets.

So what are the reasons for this phenomenon?

Through communication with industry insiders, set micro network summed up two reasons. The first is the technical level, considering the comfort of wearing, so the weight and volume of the headset must be the priority to be solved. However, the "compact" parts layout, coupled with the chip, lens and other parts in the use of their own heating situation, the whole headset is facing the problem of how to solve the heating phenomenon.

"If Apple were to design MR headsets based on THE ARM architecture, they would not be able to fully meet the rendering requirements in terms of performance, and they would be hot for a long time." Industry sources added.

From the perspective of the market, some people think that, on the one hand, the current technical level of the product is still not perfect, the product has not reached the amazing effect, has not reached the large-scale popularization degree; On the other hand, considering that the overall display market is currently in the market incubation stage, there are no signs of outbreak, for Apple, may not be a market harvester.

Layout MR field enterprise inventory

Even if backed by the concept of the meta-universe, but still can not restrain the market "panic" mood. Meta lowered VR/MR shipments news, related concept stocks fell. However, despite the high popularity of the metasuruniverse, the release of Apple MR devices has been repeatedly delayed, and the shipment of Meta VR/MR has been significantly reduced, but the current sluggish demand in the consumer electronics industry, the industry chain is making full preparations for the mass production of MR products in the future.

According to incomplete statistics, at present is publicly layout MR enterprise in the field of cover panels, precision components, acoustic, optical glass, antenna, such as dozens of industry leading enterprises, including for VR/AR/MR products such as components or solution vendors, some are working on to the field of business development plan.

Among the manufacturers that can provide solutions, BOE said that the company provides display solutions for VR/AR/MR intelligent terminals, including high PPI, high refresh rate FastLCD and ultra-high resolution, ultra-high contrast silicon-based OLED and other highly representative display technologies. Hengmingda's products of consumer electronic functional devices and precision structural parts can be used in this field. Lens technology's products and technologies have been deployed in MR and other fields......

Anjie Technology co., LTD., Huanxu Electronics co., LTD., Fenghua High-tech Co., LTD., and other enterprises have also publicly announced that they will vigorously expand related businesses including MR and increase r&d investment in this field.

From the perspective of application, MR technology, which combines the advantages of VR and AR, integrates physical environment and digital information, and is increasingly applied to multiple scenes such as industry, education, architecture and medical treatment. It is argued that MR technology has great potential for development in industrial scenarios, which is also the fundamental driver of MR technology convergence.

With the spread of 5G, MR technology is expected to be used in other consumer scenarios such as online education, sports and fitness, shopping, gaming and new retail. Oriental Fund believes that with the upgrading and iteration of AR/MR chip platform, important breakthroughs in optical and other core links, and the gradual maturity of the industrial chain, THE AR/MR industry is expected to enter a stage of accelerated growth in the future, or it will drive the industrial chain to usher in explosive growth.

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