VR / AR industry is good again!
Trendforce, a well-known high-tech industry research institute, recently revised the forecast data of AR / VR device shipments in 2022. The revision of the data also shows that the AR / VR equipment industry or “money” industry, which plays an important role in the “meta universe”, has a bright future.
strong shipment of VR / AR equipment
organization “upper repair” estimated data
Specifically, trendforce Jibang consulting released a research report on February 15, saying that in view of the increased demand for long-distance interaction of the epidemic and the price reduction strategy of oculus Quest 2, the agency will upgrade the shipment of AR / VR devices in 2022 from the previously estimated 12.02 million to 14.19 million, and the annual growth rate of AR / VR devices after the upgrade will also increase to 43.9% from the previous 26.4%.
Among them, trendforce Jibang consulting analysis said that the market share of hololens 2 under Microsoft and oculus Quest 2 under metaverse ranked first in AR and VR respectively.
It should be pointed out that whether VR / AR equipment, which is regarded as the core carrier of the primary “meta universe”, can grow rapidly and iteratively has always been a topic of concern in the market.
In fact, virtual display technology is becoming more and more mature, or help upgrade the user experience. Taking the near eye display technology as an example, the problems such as hardware dizziness, heavy wearing and narrow viewing angle have been greatly improved. The micro OLED based on monocrystalline silicon with high reliability, lightweight and high yield has been recognized by the market.
The booming sales of VR equipment is also the best proof.
Taking oculus quest2, a VR product released by metaverse in September 2020, as an example, some media reported that the cumulative sales volume of this product has exceeded 10 million units.
Meta CEO Zuckerberg once said in 2019 that the sales volume of 10 million Quest 2 is very important for meta to create a comprehensive VR platform. “After the singularity of 10 million, VR content and ecosystem are expected to develop by leaps and bounds, driving the reconstruction of global VR industry chain.”
“The metaverse issue has driven the active layout of brand factories and stimulated the performance of product shipment. However, at present, there is no explosive growth in the AR / VR device market, which is due to the shortage of parts and the difficulty of new technology development.” For the short-term market pattern of AR / VR equipment, trendforce Jibang consulting believes that since there is no threat of new products, it is not possible to see the products of other brands replace the current mainstream position of oculus or Microsoft until at least 2023.
Which virtual companies can be brought into the “listed” 456 {?
As a typical field of new generation information technology integration and innovation, virtual reality has broad application prospects in mass consumption and vertical industries.
With the active layout of leading manufacturers and the iteration of multiple VR products, Citic Securities Company Limited(600030) research report gives a positive prediction that “the industry’s shipment in 2022 is expected to be + 80% to 20 million units year-on-year”.
In this way, the VR / AR industry is entering a period of rapid development, and the VR optical lens, display panel and module, chip, sensor and other businesses in the industrial chain will usher in “good”.
It is worth mentioning that many companies in A-Shares are directly or indirectly involved in the production of VR / AR equipment. So in the face of the “big cake” in this new field, who is “better” in the field of virtual reality?
Taking Goertek Inc(002241) as an example, the main foundry of high-end VR equipment in the world, VR / AR business is one of the important business directions of the company. The company has relevant technical reserves in the field of VR / AR complete machine and its related precision optical components and other products. Relevant information shows that the company is also one of the suppliers of Sony PS VR and oculus optical lenses.
As we all know, the display screen is the core component of VR imaging. New micro display technologies such as AMOLED display screen and LCOS are also expected to be widely used in VR products.
The reporter noted that the active investment of BOE in the field of AMOLED panel is expected to benefit from the release of the demand for AMOLED products in the VR market; Will Semiconductor Co.Ltd.Shanghai(603501) Beijing Howell, the acquisition target, has accumulated profound experience in LCOS micro display and other fields. At present, LCOS products have been mass produced on relevant ar equipment.
Another example is Beijing Supermap Software Co.Ltd(300036) . The company’s 3D GIS is applied to VR and AR technologies. In terms of business cooperation, the company has supported the VR helmet devices of oculus rift and HTC vice in 2017. At present, it also supports Microsoft’s hololens 2.0 to help it realize the immersive experience of 3D GIS.
As a representative of Chinese chip manufacturers, Allwinnertech Technology Co.Ltd(300458) has been reserved in the field of VR special chips for a long time. In 2018, the company showed a number of head display products based on vr9 scheme: including goovis smart glasses, Pico head display, emdoor VR, etc. The company once said that the complete machine products equipped with the company’s VR series chips have achieved mass production.
In addition, Dongguan Tarry Electronics Co.Ltd(300976) , Svg Tech Group Co.Ltd(300331) and other A-share companies also have layout in the field of VR / ar. Take Dongguan Tarry Electronics Co.Ltd(300976) as an example, the company is the structural parts supplier of oculus and Sony VR equipment.
“Interaction technology is one of the underlying technologies of the meta universe, and VR head display may become the access port of the meta universe.” According to the Research Report of a securities firm, at present, giants at home and abroad focus on the multi-dimensional ecological layout of meta universe in software, hardware and content, and the continuous landing of the industry has brought about a sector catalytic market, which is expected to usher in new development opportunities for the VR / AR industry.
