With the iteration of multiple VR products, the industry's shipment is expected to increase by 80% year-on-year to 20 million units in 2022.
IDC recently released data that showed that in 2021, the global AR / VR head display volume was 11.23 million units, a year-on-year increase of 92.1%. Among them, the volume of VR head shows up to 10.95 million units, breaking through the important inflection point of the industry with an annual shipment of 10 million units idc expects to reach 15.73 million units in 2022, with a year-on-year increase of 43.6% .
2022 VR product shipment growth is expected to exceed 80%
IDC believes that 2021 is a year when the AR / VR head display market erupts again after 2016. Compared with five years ago, it has been greatly improved in terms of hardware equipment, technical level, content ecology and creative environment, with healthier industry ecology and stronger industrial foundation.
At present, virtual reality is still in its early stage in China. The number of VR applications is growing rapidly, with large growth space and wide application scenarios. Taking VR games as the entry point, it is gradually expanded to C-end application fields such as social networking, live broadcasting, film and television, consumption and so on.
Since 2021, with the rise of the concept of meta universe, the prosperity of VR industry has soared, and many companies have stepped up the layout of VR In addition to byte beat and Huawei, many global technology giants such as apple, Google, Samsung, Xiaomi and Facebook have been laid out in VR track. In 2022, new VR / AR devices of Sony, apple and other technology giants will also be available one after another.
according to the Research Report on January 28, 6 Jiangsu Eastern Shenghong Co.Ltd(000301) , with the iteration of multiple VR products, the industry's shipment volume is expected to increase by 80% to 20 million units year-on-year in 2022, of which meta, Sony and Pico are expected to reach 1500 / 100 / 1 million units respectively. In the medium-term dimension of 3-4 years, considering that VR devices will still be dominated by strong immersive application scenarios such as games, live broadcasting, video and vehicle mounted (estimated to account for nearly 90%), with reference to the shipment of game consoles and other devices, the equipment scale is expected to see 50 million + / year.
net profit of 17 shares doubled
vr equipment leader's profit reached a new high
Since this year, VR concept stocks have generally shown an adjustment trend. According to the statistics of securities times · databao, as of the closing on April 8, the average decline of concept stocks this year has reached 20.98%, underperforming the Shanghai Stock Exchange Index in the same period. According to the lower limit of annual report, express report and forecast net profit, the net profit of 17 shares doubled in 2021 Landai Technology Group Corp.Ltd(002765) net profit growth was the highest. The company achieved a profit of 210 million yuan in 2021, a year-on-year increase of 39.44 times.
According to the rough calculation of the average transaction price, since 3, there have been four shares with an increase of more than 100 million yuan, namely Boe Technology Group Co.Ltd(000725) , Wuhu 37 Interactive Entertainment Network Technology Group Co.Ltd(002555) , Sunwoda Electronic Co.Ltd(300207) , Suofeiya Home Collection Co.Ltd(002572) Boe Technology Group Co.Ltd(000725) obtained an increase of 558 million yuan, ranking first, and the latest rolling P / E ratio of the stock is less than 10 times.
Goertek Inc(002241) is the global leader in the OEM of VR complete machine, and has long-term cooperation with well-known customers such as meta and Sony. According to the company's annual report, there are 7 R & D projects in progress, including 3 R & D projects in the field of VR / AR, including intelligent wireless lightweight ar glasses, vr virtual reality head wear all-in-one machine, VR / AR precision optical devices and modules. Last year, the company achieved a profit of 4.275 billion yuan, a year-on-year increase of 50.09%, and the amount of profit reached a record high.
Skyworth Digital Co.Ltd(000810) at present, VR products include all-in-one machine, split machine and VR short focus glasses, which have been mass produced and sold outside China. At the same time, in June this year, the company will launch a short focus VR all-in-one machine with head and hand dual six degrees of freedom.
Lianchuang Electronic Technology Co.Ltd(002036) relying on the advantages of optical technology precipitated for many years, it has mature key core technologies of AR / VR, such as geometric optical waveguide, diffractive optical waveguide and ultra-thin lens.
Allwinnertech Technology Co.Ltd(300458) has launched vr9 special chip for VR all-in-one machine application, and will continue to launch new products and solutions according to customer needs in the future.
Boe Technology Group Co.Ltd(000725) has rich technical reserves in cutting-edge display technologies such as ultra-high definition display, flexible AMOLED display, AR / VR, printed OLED display, micro display, quantum dot display and mini / micro led.
Business-Intelligence Of Oriental Nations Corporation Ltd(300166) has a layout in 5g, VR and digital twin. The HT two-dimensional visualization engine independently developed by the subsidiary Xiamen Tupu can support common virtual reality equipment (VR) and has been applied to virtual business hall, digital chemical plant and other related projects.
