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

CTOnews.com December 12 news, XR (Extended Reality) is the most concerned product direction of the world's top technology companies. With the rumors that Apple will officially enter the market next year, and Sony and Meta will soon launch new products, the whole market will be officially opened up in 2023 and the scale will increase rapidly.

According to RUNTO's forecast, the VR, the main device in XR, will exceed 10 million units for the first time in 2023, reaching 12.7 million units, an increase of 40 per cent over the same period last year.

Fundamentals and Meta price adjustment affect shipments in 2022

In 2022, as the representative equipment of meta-universe, the actual shipping performance of global VR equipment does not match the attention of meta-universe. According to RUNTO, the global market for VR equipment is about 9.1 million units this year.

First of all, the reason why it is not as expected is that the epidemic and inflation have eroded the freshness and enjoyment of users around the world. In addition, in August, driven by infrastructure-related costs and the rising cost of Reality Labs hardware, the main brand Meta raised the price of its two-and-a-half-year-old Quest2 series by more than 25 per cent, a major adjustment that forced back consumer buying and curbed the size of the overall market.

In 2023, the share of Meta fell to 59%

The fundamental changes in 2023, the new entry of enterprises and the launch of new products will comprehensively improve the entire VR equipment market.

While the market size has increased by 40%, the market share of brands will also change. The share of Meta will fall from more than 70 per cent in the past to about 59 per cent. RUNTO predicts that Sony will ship 1.5 million units in 2023 with the launch of the PS VR2, with a considerable number of PICO shipments and a major contributor to market growth, each with a market share of about 12%. Brands such as Nolo have less than 200000 each.

Apple VR / AR head-mounted display is a cutting-edge product, which is highly expected by both the digital community and the supply chain. Due to software problems, the large-scale launch was delayed to the second half of 2023. The industry's original judgment of 1.5 million, obviously can not be completed, down to 600000, accounting for 4.7% of the overall market.

2023 global VR device market brand shipments forecast, ten thousand units,% Apple VR / AR

Like other products, Apple's first XR device may be a new product of cross-era significance. It can switch seamlessly between augmented reality (AR) and virtual reality (VR). The price will be more than $2000, equivalent to 14000 yuan.

The device will be equipped with three display modules, including two Sony-provided 1.4-inch 4K Micro OLED display panels with a resolution of up to 3000 PPI; and an AMOLED panel provided by LGD, which will be used for low-resolution peripheral vision, thereby increasing visual depth. This is already the highest resolution display configuration on the market.

Other major suppliers are Da Liguang, which is responsible for lenses, Jade Jingguang, which is responsible for Pancake modules, Gao Wei Electronics, which is responsible for camera modules, and eye movement tracking module extension, etc.

CTOnews.com learned that the report said the product has a total of 15 cameras, eight for image penetration, and users can see the surrounding environment without taking off the AR / VR head. Six cameras are used for innovative biometric functions and one for environmental monitoring.

The processor part is equipped with two Mac-level M2 processors, one of which will use TSMC's 4nm process and the other chip will be 5nm process.

Sony PS VR2 and Meta Quest 3

The Sony PS VR2 uses an OLED screen and provides monocular 2000x2040 resolution and 90Hz / 120Hz refresh rate, supporting 4K HDR and 110 °wide viewing angle.

The fuselage is equipped with four cameras for headphones and controllers, while the infrared tracking camera will be used for eye tracking, which may bring eyeball control.

Meta Quest 3 will be released in the second half of 2023 and will be priced between $300 and $500. Basically continuing the overall front design of Quest 2, the front of the head display consists of 2 Canyon cameras, 2 Teton cameras and 1 depth sensor for mixed reality.

The LCD screen is the same as the previous product, and the resolution will be improved to 4K + for both eyes. Unlike the previous ones, the two LCD screens are tilted 21 degrees to increase the viewing angle without increasing the lens area; the refresh rate is supported to 120Hz, using the same Pancake optical scheme as Apple.

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