Bit News CICC research report pointed out that it is expected that Apple will launch Vision Pro offline sales in 1Q24, and it is optimistic that with the help of Vision Pro's mature hardware, user feedback on MR product experience may exceed market expectations, thereby promoting component innovation such as silicon-based OLED, IPD interpupillary distance adjustment, etc. We expect that in 2024, major manufacturers such as Meta, Pico and Samsung are expected to release a number of VR brands, driving VR shipments back to positive growth. In addition, CICC is optimistic that AR products may become one of the carriers of AI applications, and the volume is expected to accelerate in 2024.
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CICC: ARVR2024 is expected to usher in an inflection point, and Vision Pro will promote the common growth of the industry
Bit News CICC research report pointed out that it is expected that Apple will launch Vision Pro offline sales in 1Q24, and it is optimistic that with the help of Vision Pro's mature hardware, user feedback on MR product experience may exceed market expectations, thereby promoting component innovation such as silicon-based OLED, IPD interpupillary distance adjustment, etc. We expect that in 2024, major manufacturers such as Meta, Pico and Samsung are expected to release a number of VR brands, driving VR shipments back to positive growth. In addition, CICC is optimistic that AR products may become one of the carriers of AI applications, and the volume is expected to accelerate in 2024.