What does Apple focus on in spring?
At Apple’s spring conference, a total of six new products were released, including iPhone se, iPhone 13 series, iPad air5, MAC studio computer, studio display display and M1 ultra, the strongest chip in M1 architecture. Pay attention to the final work of M1 series M1 ultra ultimate performance + unique ultrafusion packaging architecture; New series of new Mac desktop computer MAC studio + studio display display; The new iPhone se equipped with a15 chip + 5g was released; The iPad air chip was upgraded from A14 to M1, with significantly improved performance and enhanced productivity attributes.
Consumer electronics leader Luxshare Precision Industry Co.Ltd(002475) how to layout cars?
Products focus on automotive electrical and intelligent networking + fund-raising and production expansion + active foreign cooperation + in-depth cooperation of the group’s business, multi-dimensional layout of automotive business, nuggets of intelligent electric vehicles, and golden track. Product + production expansion: in 2011, the company began to lay out automobiles, focusing on Automobile Electrical and intelligent network connection. In 22 years, it plans to raise funds to expand the production capacity of high-voltage connectors and intelligent automobile connection systems; Foreign cooperation: carry out strategic cooperation with Suteng juchuang, the leader of China’s lidar, joint venture Chery new energy, layout the whole vehicle manufacturing, advance the bayonet vehicle ODM, and actively cooperate with foreign countries to give full play to the advantages of precision manufacturing platform; In depth collaboration of the group’s business: the group has a comprehensive layout of intelligent vehicles. Lisheng automobile pays attention to intelligent cockpit, automatic driving and intelligent Internet connection. Lijing innovation has the qualification of supplying on-board cameras.
What is the progress & expectation of Apple’s Mr device?
Apple’s first generation virtual reality product MR head display, we expect to enter the engineering verification test stage in June and launch 22q4. Bloomberg estimates that the price of Apple’s first generation product MR is close to US $3000, and jiguo.com predicts that the BOM is more than US $500. The price + cost is high, the positioning is professional, and the target customers are more likely to be professionals such as enterprise customers, developers and content creators. Referring to the innovation cycle of Apple smart phones and other products, under the expectation that 22q4 Apple will launch the first generation product Mr headset, the second generation product Apple ar glasses products are likely to be in the early stage of R & D planning. Referring to Apple’s huge user base, the next generation of AR glasses products are likely to be positioned as mass consumer products.
Where does Apple’s consumer electronics innovation point?
Apple continues to carry out AR and VR technology reserve, optimize product experience, and pay attention to the form innovation of electronic equipment products to improve the portability of the equipment (folding screen), the expansion of health functions (sleep, female physiological cycle, blood pressure measurement), the improvement of photographing performance (foldable lens, foldable equipment multi camera system, etc.) and the application of new display technology (micro LED).
Investment recommendations: recommend the recommended investment recommendation: recommend the investment recommendation: recommend the recommended investment recommendation: recommend the recommendation for the investment of the Luxshare Precision Industry Co.Ltd(002475) \ (functional materials), Wuhu Token Sciences Co.Ltd(300088) (module), Shunyu optical technology (camera) At the end of the Jcet Group Co.Ltd(600584) (functional parts), Shenzhen Microgate Technology Co.Ltd(300319) (passive components), Jones Tech Plc(300684) (materials)
Risk tips: the development of new technologies is less than expected, the geopolitical impact of the epidemic is less than expected, the progress of automobile electrification and intelligence is less than expected, the sales volume of consumer electronics products, ASP is less than expected, and apple ar equipment is less than expected
