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

Thanks to CTOnews.com netizens Wu Yanzu in South China for the delivery of clues! CTOnews.com February 24, Tianfeng International analyst Ming-Chi Kuo said that Apple's cheaper second-generation AR / MR headset will be divided into high-end and low-end models. Both models will be available in 2025.

Apple's second-generation AR / MR head is available in both high-end and low-end models. The high-end and low-end will be developed and produced by Liqiao Precision and Foxconn respectively.

According to the report, Apple's first headset will be "extremely expensive", with industry estimates ranging from $3000 (CTOnews.com note: about 20730 yuan) to $5000 (CTOnews.com note: about 34550 yuan), while Apple's second-generation head display will be sold at a more affordable price supported by "high-end Mac computers."

The latest report shows that Pegatron is gradually pulling out of Apple's head display business and may transfer its AR / MR development team and production resources to CTOnews.com, led by Lixun ICT.

Guo Mingyi also said that the forecast for a large number of shipments remained the same, but Apple's chances of releasing the first-generation AR / MR headset at the spring launch were gradually decreasing. At the same time, the chances of this headset product being released along with iPhone 15 are gradually rising to high school.

The relevant investigations and forecasts of Guo Mingfu are as follows:

Pegatron may expect to transfer AR / MR development team and production resources in 1H23 to the gauntlet joint venture between Pegatron and Lixun. Because the gauntlet is dominated by Lixun, it is equivalent to Lixun to take over the follow-up design and production of the product. This change will help accelerate the reduction of headset costs in the future, which is what Apple expects to see.

Heshuo is also a shareholder of the gauntlet, so the profit of the gauntlet is also beneficial to Heshuo, but in essence Heshuo is gradually withdrawing from the cause of Apple headwear devices.

Because the estimated shipments of Apple's first-generation AR / MR headsets are extremely low, it may be difficult to make a profit in the short term. Apple is Lixun's largest customer, and its growth in 2023 and 2024 depends entirely on Apple orders, so if Apple expects Lixun to take over the headset, it will be difficult for Lixun to refuse this request.

Lixun will use Armour to secure orders for Apple's new AR / MR headsets in the future. It is believed that the best development of opposing armour is the sale of Apple headsets and the listing of IPO when revenue and profit growth is good.

Apple's second-generation AR / MR headset is available in two models, high and low, developed and produced by Armour and Hon Hai, respectively, both of which are expected to be launched in 2025.

Guo Mingyi believes that this is also a potential warning for Apple, that is, why Apple has repeatedly reiterated that it is most optimistic about AR, but is unable to make suppliers willing to continue to work with it to develop the product. Why some Apple suppliers in the past two years are more willing to invest in new businesses such as electric cars rather than cooperate with Apple to expand production / investment.

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