Who will be the biggest beneficiaries of Apple Metaverse's commitment to entertainment?

Looks like the whole world is talking about "metaverse".

The concept of Metaverse is exploding in the market today, and global technology companies such as Microsoft, Google, Huawei, Tencent, and ByteDance have spread to Metaverse and connected to "Metaverse" to become a public treasure.It is significant that Apple has entered the entertainment industry transition using its AR glasses and cell phones.

The metaverse occurs

The term metaverse is a term that first appeared in the new American science fiction novel "Avalanche".The digital address is equipped with new social networking features, providing access via AR, VR and the Internet.

Based on the integration of various technologies, the metaverse situation is expected to complement the integration of personal technologies such as XR, digital twin, blockchain and intelligence. , and the widespread application of various technologies, from concept to practical application. Encourages stabilization of the metaverse.

With the launch of the sandbox gaming platform Roblox in March 2021, the concept of metaverse exploded into a market, and the cap market reached $ 40 billion, opening the mindset of the market. of the "metaverse". Immediately after, large global companies such as Meta, Microsoft, Google, Huawei, Tencent and ByteDance developed an XR ecosystem and integrated it into the Metaverse, which was directly linked to the “Metaverse” as public heritage.

Thanks to this new niche, Extended Reality (XR) has become an integral part of Metaverse's virtual and reality portals. XR is a combination of reality and virtuality by a computer that integrates with technologies such as VR, AR and MR.

The huge selection of current ecosystems is inextricably linked to Alibaba now and the ecosystems linked to Baidu's layout in the XR arena. Alibaba's entry into the XR is at the forefront of purchasing, while Baidu's VR Navigator is a one-stop-shop for VR in one app. has been detailed. project.

How did Apple get in?

How not to have Apple in the metaverse? According to a report by Tianfeng International analyst Guo Mingqi, Apple will announce AR headphones in the fourth quarter of 2022, which will have a chip face with performance compared to M1 vegetables and Sony 4K Mirco OLED. Apple's AR headset requires 6-8 lenses to process in real time, and it uses a Mac-class processor because it has more calculations than the iPhone. This AR headset has two chips: a high-end Mac-level processor and a half-inch chip.

Minsheng Securities' Metaverse analyst Ma Tianyi told Jiwei.com that Apple has long been a global player in the sale of mobile phones and other hardware products, and Apple's Metaverse certainly won't wait. write a lot.

When it comes to VR / AR, Apple clearly has a long history. According to research, Apple has been making AR headsets for over 10 years compared to the iPhone. Data shows that since 2010, Apple has filed over 2,000 AR / VR-related patents, and Apple has invested or acquired over 20 AR / VR companies, including areas such as bionic chips, ultra chips - wideband, sensors, microphones, etc. .. LED display with tracking and positioning, LED optical wave technology and spatial sound field.

So what kind of Apple metaverse? Finally, with the help of the ecosystems developed by AR glasses and cellphones, Apple has invested enough money to enter the metaverse. Apple AR headsets focus on gaming, media, and communication. This is similar to the vision of the metaverse. Insiders believe Apple's metaverse will become entertainment that users can access on a daily basis. Like the iPhone and Apple Watch, Apple is developing AR headsets into electronic devices that people use every day.

Apple wants to lead the VR / AR industry again. Compared with media competitors, Guo Mingqi said in the media, Apple's main AR display has three advantages: Mac-level computing power, independent operation without Macs and iPhones, and general support. AR glasses are expected to arrive by 2025, and Apple's goal is for AR / VR devices to replace the iPhone in 10 years. With over 1 billion iPhone users today, that means Apple will sell at least 1 billion AR / VR devices in 10 years. Due to the popularity of metaverse content, the Apple brand comes with a halo of IP which may sell better than the iPhone.

Who will be the biggest beneficiaries?

Guo Mingqi predicts that Apple's MR / AR product market plan will be divided into three phases: headgear in 2022, eyewear in 2025, and lens protection in 2030-2040. Shenwan Hongyuan Research also reported that by 2022, Apple's AR / VR glasses will be able to be "delivered" to the iPhone 14. If the order is correct, attention should be paid to Apple's experience with it. commercial chain in 2022.

The “golden decade” of the iPhone has created a growing legend for many “fruit” companies, including Foxconn, Pegatron, Quanta, and more. The integrated business of the VR / AR industry is similar to that of smartphones, which typically includes hardware, software, content design and export, applications and services, but the differences smartphone is aimed at consumers. On the other hand, VR / AR doesn't involve a single user and still access apps from all walks of life, so connecting apps is difficult.

Can Goertek be the biggest beneficiary of Apple's metaverse process in the future VR / AR reimagining?

According to iiMedia Research estimates, the global consumer virtual reality (VR) market is expected to exceed $ 5 billion by 2023. In addition, by 2030, the size of the Chinese VR / AR entertainment market is expected to exceed $ 5 billion. reach 14697 billion yuan, and large market is expected to reach 11.431 billion yuan.

Duab Source: Huaxi Securities Research Report

As one of the main manufacturers involved in the development of "Metaverse", Goertek specializes in acoustic and optical design to manufacture only terminal equipment such as PS, Oculus Rift, Quest 2 and Pico, and is currently the industry leader. . Currently, Goertek's mid-range VR headset accounts for 70% of all global sales. In the eyes of the outside world, it became the highlight of Goertek's performance, and one of the first breaking points.

Guotai Junan analyst Wang Cong told Jiwei.com that GoerTek's revenue by 2021 is expected to reach 4.244 billion RMB to 4.53 billion RMB, up 49% to 59% from a year over year. In particular, the rapid pace of XR products will benefit the business. From 2021 to 2025, the combined annual growth rate of global virtual reality exports will reach 41.4%. Goertek has the ability to integrate assembly equipment and technology, and the rapid growth in demand for future VR / AR / MR products will benefit.

Goretech, which had previously entered Apple's “supply chain” in the AirPods arena, acquired the VR business from Apple using Dongfeng, the metaverse?If there is, Goertek will be the new beneficiary of Apple's metaverse process, and ultimately Goertek's ambition to sell at least 1 billion AR / VR devices in 10 years will need the manufacturer's help. .

In the future, it is known that not only Apple, but also major VR brands such as Google and Huawei will seek to cooperate with Gore-Tec.

It sounds promising, but on the other hand, it's not yet clear whether the Metaverse operation can be seen using VR. Good luck. On the flip side, longtime partners like Foxconn, Pegatron, and Quanta have reportedly worked hard to win orders for Apple's VR assembly. Moreover, entering the fruit chain is not a one-off event. Apple has reported several episodes of changing vendors and shooting chickens to alert Red. How many Goertek Mugs can be shared at Apple Metaverse Feast?