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Apple’s first Vision Pro MR glasses are expected to launch in the US in February this year (2024), priced at US$3,499. The legal representative said that although Taiwan’s relevant supply chain has benefited from related product business opportunities, it is expected to benefit due to the small shipment volume. To a limited extent.
Apple’s first spatial computing device (Spatial Computer) for MR glasses is called Vision Pro, and the “VisionOS” operating system is released. The Vision Pro looks like a ski goggle, with 3D glass on the front surrounded by aluminum alloy. There is a control knob similar to the Apple Watch crown in the upper right corner to facilitate users to switch between AR and VR.
The left and right eyes have a 23-megapixel Micro OLED screen, and the optical display system is a three-piece lens Pancake design, providing visual effects of 100-inch, 4K resolution. It can operate APPs, watch videos, play games and other functions, providing an immersive operating experience.
It also has two infrared cameras for the left and right eyes respectively, and infrared LEDs around the eyes to perform an eye tracking function. When the eyes look at the target, the system will operate, and realizes the security protection iris recognition of Optic ID.
The aluminum alloy frame has a total of 12 lenses, 5 sensors and 6 microphones, allowing Vision Pro to perform gesture recognition and voice operations, and can shoot 3D images.
Qunyi Investment Consulting said Yujingguang (3406) is the main supplier of lens and Pancake lens, and the supplier of optical-related component mold is Burt Light (6859); the supplier of epitaxial compound semiconductor LED eye tracking (Epi) is Lianlian Yaguang (3081). ) and the supplier of electroacoustic components for enunciation is Meilu (2439), However, as the expected shipment volume is less than 400,000 units, supply chain companies are expected to benefit only to a limited extent.
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