苹果已经官宣,将于北京时间6月6日至10日举办2023年度全球开发者大会(WWDC)。综合各路消息,其名为RealityPro的首款头显将撕下最后的神秘面纱,同期发布的可能性非常大。
潮电智库从一份疑似MR头显的供应链名单了解,RealityPro采用了pancake光学方案,占比整机总成本5%左右。这与之前天风国际证券分析师郭明錤的预测基本一致。
一时,整个pancake光学行业已经开启躁动模式,迎来企业投融资、技术方案融合、项目订单招标、开模生产等各种热潮。
结合市场表现,潮电智库认为,全球pancake光学方案10强厂商已经浮出水面。
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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.