蘋果已經官宣,將于北京時間6月6日至10日舉辦2023年度全球開發者大會(WWDC)。綜合各路消息,其名為RealityPro的首款頭顯將撕下最后的神秘面紗,同期發布的可能性非常大。
潮電智庫從一份疑似MR頭顯的供應鏈名單了解,RealityPro采用了pancake光學方案,占比整機總成本5%左右。這與之前天風國際證券分析師郭明錤的預測基本一致。
一時,整個pancake光學行業已經開啟躁動模式,迎來企業投融資、技術方案融合、項目訂單招標、開模生產等各種熱潮。
結合市場表現,潮電智庫認為,全球pancake光學方案10強廠商已經浮出水面。
2023 Global pancake optical solution manufacturer TOP 10
Recently Apple has announced that it will hold the 2023 World Developers Conference (WWDC) from June 6th to 10th Beijing time. based on various sources of information, its first head display called RealityPro will tear off its final mysterious veil, and there is a high possibility of its release at the same time.
Chaodian learned from a supply chain list of suspected MR headsets that RealityPro adopts pancake optical solutions, accounting for about 5% of the total cost of the entire machine. This is basically consistent with the previous prediction of Guo Mingyi, an analyst at Tianfeng International Securities.
At the moment, the entire pancake optical industry has began to flourish,
Following with the enterprise investment and financing, technology solution integration, project order bidding, mold production, and others will develp rapidly.
based on market performance, Chaodian believes that the top 10 global manufacturers of pancake optical solutions have emerged.