Jiwei.com reported that on the morning of November 17, Tianfeng International analyst Guo Ming_ released a report stating that iPhone 14 and Apple headsets are expected to support WiFi6E, and mainstream headsets will be upgraded to WiFi 6E in 2024. Wi-Fi7.
The head-mounted display’s support for high-speed wireless transmission means that the user experience of the Metaverse will be greatly improved. In fact, the market space of the Metaverse is growing. TrendForce recently pointed out that as the Metaverse promotes more Many manufacturers have invested in the construction of virtual worlds, and areas such as community communication, game entertainment, content creation, virtual economy, and industrial applications will be the focus of development in recent years.
Meta predicts that the number of Metaverse users will reach 1 billion within 10 years. Based on this, the report predicts that shipments of head-mounted display devices will reach billions within 10 years, including WiFi chips, radio frequency front-ends, LTCC and The WiFi supply chain, including wireless routers, will benefit from this trend.
The concept of the metaverse continues to heat up, and more and more mobile phone industry chain manufacturers have entered this field, which will vigorously promote the technological development of related hardware markets.
The VR/AR market is rapidly increasing in volume, setting off new changes in the industrial chain
Shen Yang, a professor at the School of Journalism and Communication at Tsinghua University, believes that the Metaverse is a new virtual reality created by integrating multiple new technologies. It integrates Internet applications and social forms. It provides an immersive experience based on extended reality technology, generates a mirror of the real world based on digital twin technology, builds an economic system based on blockchain technology, and integrates the virtual world and the real world in the economic system, social system, The identity system is tightly integrated and allows content production and world editing for each user.
VR/AR, as the entrance to the metaverse, may set off a new round of changes in related industry chains.
Judging from the current market situation, Guohai Securities data shows that 8.37 million VR headsets are expected to be shipped in the global market in 2021, of which 1.43 million VR headsets are expected to be shipped in the Chinese market. With the prosperous application of the Metaverse concept, the global AR/VR hardware market shipments will show a steady growth trend in the next five years. The global market size will exceed 350 billion yuan in 2025. The VR/AR global market size from 2020 to 2025 will be The compound growth rates are 31.5 and 47.8 respectively.
Data source: Guohai Securities
TrendForce predicts that global VR/AR device shipments will rise to 12.02 million units in 2022, with an annual growth rate of 26.4, of which Oculus and Microsoft still occupy the leading positions in the consumer and commercial markets respectively. IDC also predicts that between 2021 and 2025, global VR product shipments are expected to reach an average annual growth rate of approximately 41.4, and AR product shipments are expected to reach an average annual growth rate of approximately 138.
Data source: TrendForce
The rapid growth of the VR and AR markets will undoubtedly bring huge opportunities to companies in the technology industry and consumer electronics industry chain. At present, the giants entering the metaverse industry mainly include Roblox, Facebook, Nvidia, Epic Games, Tencent, ByteDance, etc., which involve multiple application areas such as games, Internet, social fields, hardware, and real-time collaboration platforms.
13 mobile phone concept stocks have entered the Yuanverse, and the stock prices of many companies have reached record highs
In general, the VR/AR field involves many industrial chains, mainly including optics, display, acoustics, Sensors, chips and other fields. Although my country's chip manufacturers started late in this field, due to the huge market potential, domestic manufacturers in various fields are actively deploying in order to seize market opportunities.
According to incomplete statistics, as of now, there are 13 domestic mobile phone industry chain companies involved in the "metaverse concept", covering display, optics, camera, radio frequency, acoustics, AI and other fields, including Goertek , Lens Technology, Crystal Optoelectronics and other leading companies in Apple concept stocks, and of course there are also companies such as Dafu Technology that are suspected of using the Yuanverse concept to speculate.
Overall, the number of companies in the field of optical optoelectronics accounts for a large proportion, including Changxin Technology, Lianchuang Electronics, Crystal Optoelectronics, OFILM, Goertek, etc.
Among them, Goertek, which is the exclusive OEM manufacturer for Oculus Quest 2, currently occupies 70% of the global market share of mid-to-high-end VR headsets. In the 2021 semi-annual report, "Metaverse" was written into the financial report for the first time. With the concept of Metaverse becoming popular, in the first three quarters of 2021, its smart hardware business including VR/AR and smart wearable devices has achieved Operating income increased by 119% year-on-year. On November 19, driven by the concept of the metaverse, Goertek rose nearly 9% in early trading, with the stock price reaching a record high of 54.70 yuan per share.
OFILM’s metaverse layout. We have to start from 2015, when it carried out extensive cooperation with Israel in the fields of smart terminals and VR; in 2016, it made relevant investment arrangements through mergers and acquisitions, and then established a VR/AR optical research and development center. At the same time, Ofilon. Starting to lay out the AR/VR hardware equipment market, while laying out VR content production and content operations, it will lay out the lens business in various aspects by combining hardware manufacturing and content operations.
Lens Technology also pointed out that in AR/VR. In the field of VR products, the company has laid out and implemented technologies, customers, products and shares, and continues to develop and innovate in optics, acoustics, structure and functional modules. The company's AR/VR related business is developing rapidly and continues to lay out The Yuanverse field is expected to become an important business growth point in the future.
Changxin Technology, which is on the fast track of the Yuanverse, has continued to rise and rise recently, reaching a maximum of 13.50 yuan per share. According to statistics, from October 25 to November 10, the stock has increased by more than 60%.
Changxin Technology recently pointed out on the investor interaction platform that the company has been committed to "the development of the Yuanverse industry chain." Construction not only provides Facebook with the latest VRQuest2 display modules, but also provides VR head-mounted display modules for domestic VR giants. According to Qualcomm CEO, sales of Oculus Quest 2 have reached 10 million units.
In addition, Sunny Optical, the world's largest automotive lens shipper, has already supplied and sold its VR lenses and lenses and 3D interactive lenses. In the first half of 2021, it also completed the research and development of the core optical engine supporting the holographic ARHUD solution, as well as the research and development of VR display modules and AR color waveguide sheets. Industry insiders pointed out that in the main product shipment data disclosed by Sunny Optical every month, “other lenses are mostly VR products, and the gross profit margin of this product has increased from 25% to nearly 40%.
Overall, Compared with the cross-border entry of mobile phone industry chain manufacturers into the automobile industry, mobile phone industry chain manufacturers are not acclimated to the VR/AR field that is under the spotlight of the metaverse. On the contrary, the current VR/AR hardware. The industry chain is becoming increasingly mature and has a high degree of overlap with smartphone manufacturing technology. As smartphones enter inventory competition and mobile phone shipments continue to slump due to global chip shortages, relevant industry chain manufacturers are betting. The Metaverse concept is also a timely choice to disperse shipment pressure and build new growth poles.