Shulou(Shulou.com)11/24 Report--

Thanks to CTOnews.com netizens zerodert, Uncle Xiao Zhan, the voice against the times, add some money to this, a person I drink drunken hum ha hey, South China Daniel Wu's clue delivery! CTOnews.com, December 5 (Xinhua)-- Apple's hybrid reality headset may not ship until the second half of 2023, mainly because of "software-related problems," according to Tianfeng Securities analyst Guo Mingyi.

Guo did not say what the problems might be, but it may have something to do with its operating system. CTOnews.com reported that it was previously called realityOS, and Bloomberg said Apple later named it xrOS. It is worth mentioning that the XR here refers to the extended reality, generally referring to the VR / AR / MR class, which has nothing to do with iPhone Xr.

He believes that the parts of the product will still be shipped on a large scale in the first half of 2023, but the fully assembled head display device may not be shipped on a large scale until the second half of the year. This means that the delay only involves shipments and will not affect production, so it is likely that Apple will release it a few months before mass production.

For now, it is entirely possible that Apple will release the headline display on WWDC 2023 in June next year, along with a SDK for developers to develop AR / VR applications for it.

Guo Mingyi believes that Apple Touxian will be an expensive niche product and predicts that the company will ship fewer than 500000 units in 2023. This figure is below the consensus of other analysts (800000 to 1.2 million).

He also said delays in Apple shipments could cause pain in suppliers' cash flow, and Touxian was seen as "the next key growth driver for the optical industry". Including Largan, Genius, Cowell, Primax and other suppliers considered to be in the headline supply chain may be hurt by delayed "short-term market sentiment".

▲ Ian Zelbo draws a concept map

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