Original title: Guo Mingzheng: The second -generation Apple AR/MR is expected to be shipped in the first half of 2025 in the first half of 2025
Financial Press, July 11th, Guo Mingzheng released the Apple AR/MR helmet forecast update report on his personal Twitter on the 11th. Guo Mingzheng said that the second -generation Apple AR/MR may have two models: high -level and lower prices. It is expected to ship in the first half of 2025. Parts suppliers are expected to start supply since the second half of 2024. Daluang may become a new Pancake lens new supplier of the second -generation Apple AR/MR helmet, and it is expected to expand its order in Taichung's new plant. The Pancake lens supplier of the first generation of Apple AR/MR is Yu Jingguang (main supplier) and Yangmingguang (second supplier). GIS is a PANCAKE lens fits suppliers. The above suppliers are expected to be in the second -generation supply chain.