An investor survey memo by Miche Kuo of TF International Securities obtained by the US Media Macrumors is about Apple Supplier Genius Electronic Optical (GSEO).According to Kuo, GSEO supplies various lenses from mobile products to expansion reality/virtual reality (AR/VR) products.
We expect Apple to launch the AR head mounted display (HMD) in the second quarter of 2022.In AR MHD, lenses are needed to provide AR experiences by video, and Genius is also a major supplier (Quo).
It has been rumored that Apple has been working on the development of AR headsets for a long time, but the Information is not AR in February 2021, not AR, but a complex reality that combines AR and VR (MR).) I reported it was a headset.Mr. Kuo, on the other hand, in March 2021, Apple will release a helmet type AR and VR -compatible headsets by 2022, Apple Glasses by 2025, and a contact lens type AR device from 2030 to 2040.I expected it to be.However, in this expectation, the appearance of the AR headset is "the second quarter of 2022", and the appearance time has been delayed due to the expectation of "until 2022" as of March.BLOOMBERG's Mark German reporter in January 2021 that Apple is likely to launch a headset using VR technology before AR glasses.
Source: Macrumorsphoto: Antonio de Rosa (Lunatic)
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