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

CTOnews.com, April 10 (Xinhua)-- according to the Taiwan Electronic Times, the supply chain revealed that Apple's first headset will be postponed to June. In addition, the model originally proofed by Pegatron will be assembled by Lixun OEM.

According to the news of the supply chain, Pegatron and Lixun had docked their systems and personnel in March, and it was reported that Pegatron's Changshuo factory in Shanghai would also be sold to Lixun. Heshuo declined to comment on the above rumors.

This is the first time that mainland manufacturers have assembled and manufactured new products when Apple launches new products. In the past, Apple products were developed and mass-produced by manufacturers in Taiwan, and then taken over by mainland manufacturers one after another. Coupled with Apple's emphasis on headsets, this case is the beginning of a new era for both Apple, mainland manufacturers and Taiwan manufacturers.

AR / VR equipment and meta-universe have been significantly cooled recently, recent news pointed out that Meta's Quest Pro product life cycle shipments are only about 300000 units. Relevant suppliers estimate that the annual shipment size of Meta's new Quest 3 is only 100000. Some manufacturers also pointed out that Quest 3 was originally due to be launched in the first half of the year, but now it has been delayed to mass production in June and will not be launched until the second half of the year.

According to industry analysis, in this case, it is not a bad thing for Heshuo to withdraw from Apple's headset and take over by Lixun. Apple orders are mainly based on EMS, and only with a large quantity can there be profit space, and even if this product has great potential in the future, it is difficult to enlarge the quantity in the short term when the software and hardware are not yet mature, not to mention the customer's consideration of dispersing the production risk.

It is reported that Apple's first headset product, codenamed N301, was originally planned for first quarter production in the supply chain, but it will now be postponed to June. Apple is expected to release this product in June's WWDC. Due to the delay in launch and mass production, the supply chain is uncertain whether it will be able to reach the expected annual production of 1.5 million units.

CTOnews.com noted that Apple CEO Cook said in an interview a few days ago that almost everything Apple has done has been questioned by many people, but he is very confident in the influence of AR / VR. Cook pointed out that the point is whether Apple can somehow make major breakthroughs that others have not, and whether it can have the main technology. He is not interested in piecing together other people's things. After the indifference to the topics of AR / VR and Metasmology, and the downgrade of shipments of VR devices from Meta and other factories, Apple is regarded as the savior of last resort for XR devices. However, considering the power, beauty and heat dissipation of headsets, it is still difficult to meet the weight requirements of general glasses. In this case, it remains to be seen whether Apple can drive the market heat.

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