ä¸?³°è¯??¸ï??¹æ??MR??å¸??¨å?³ï?产ä??¾æ?¸å?????????深度????

????ä¸?³°è¯??¸å??å¸???究æ?¥å??表示ï¼??¹æ??MR???°æ?ºé??ï¼?产ä??¾æ?¸å?????????深度??????é¦?款è?¹æ??MR??å¸??¨å?³ï?ç¬??代平价ç???¹æ??MR????äº?2024å¹´å???å¸?ï¼??§è?½è¿­ä»£å??ä»·æ?¼ä?è¡?????驱å?¨å?ºè´§??è¿?ä¸??°å?°é?¶ï??¹æ??MR产ä??¾æ?¸å???????????????????

????建è??³æ³¨ï¼?

????1ï¼??¹æ??MR产ä??¾æ?¸å?????ï¼?ç«?è®?²¾å¯?ï¼?002475.SZï¼?ï¼??´æ?ºä»£å·¥ï????¿ç??ç²¾å?ï¼?300115.SZï¼?ï¼?ç»???件ï?????å¨??ºç?µï?003021.SZï¼?ï¼?IPDè°???模ç?ï¼???é«?ä¼??µå?ï¼?01415ï¼?ï¼?????头模ç»?ï¼???é¢????ºé??ï¼?002600.SZï¼?ï¼????½ä»¶/ç»???件ï??????´æ???ï¼?688001.SHï¼?ï¼?Micro-OLEDæ£?æµ?设å?ï¼?ç­?ï¼?

????2ï¼??¶ä?VR?¸å?????ï¼?æ­?å°??¡ä»½ï¼?002241.SZï¼?ï¼?声å?/??å­??´æ?ºä»£å·¥ï???é¾?è¿??¡ä»½ï¼?688486.SHï¼?ï¼?è§?é¢?æ¡¥æ?¥è????ï¼????þ@??¡ä»½ï¼?603501.SHï¼?ï¼?????å¤?IS????ï¼?????å®???å­þ>???ï¼?02382ï¼?ï¼?????头é??头ï???ä¸??©è°±ï¼?002876.SZï¼?ï¼?Pancake??å­þ=¨¡ç»?ï¼??????©ç???ï¼?300752.SZï¼?ï¼?Mini LED????模ç?ï¼???ç´?»º?µå?ï¼?301121.SZï¼?ï¼??µæ?ï¼?ç­???

????ä¸?³°è¯??¸ä¸»è¦?è§??¹å?ä¸?ï¼?

????ç¡?»¶????????çº?AIGCèµ??½ï?XR????å®??°å¿«????å±???XR??R??AR??MR??????ï¼?VR??åº??¨å???????½è?AR?´ä¸º????ï¼?????R??MRæ··å???°å?å½¢æ????级亦??¡®å®??§è??¿ã????å®?è§?ç»?æµ???产å??å®?ä»·ç???ç´?å½±å??ï¼?2022å¹´å?¨ç??VR?ºè´§å°?å¹?ä¸?æ»?ï¼?ä½?è¡?ä¸????¿å¤§è¶??¿ä??¹ï??¹æ??ellsenn XR ?°æ???2025å¹´å?¨ç??VR头æ?¾é????é¢?计达3500ä¸??°ï?2022-25å¹?AGRè¾?3ï¼?ï¼?è¡?ä¸????¿é©±?¨å??主è??¥è???

????1ï¼?ç¡?»¶ç»?ç«???级ï?è½»è????????辨ç?????????¾ç¤ºå±???级ã??IPDè°????????þ=?¾ç¤º???¨å½©??è§???裸æ??交ä????¼å?¨è¿½è¸??ï¼?

????2ï¼???容ç??????å±?ï¼?ä»?游æ????æ³?娱ä???æ³?社交??å±???å¼?Cç«?©º?´ä???ï¼????²ã???»ç????å·¥ä?ç­?Bç«?????·å??³è±¡ç©ºé?´ï?

????3ï¼?AI+VR/AR?????½å?°ï?AI????ä½???容ç??????????ä¼???ç¡?»¶???¥äº¤äº?????ï¼?4??11??nnovative Eyewear??å¸?é¦?款æ????GhatGPT???ºè?½ç?¼é??åº??¨ç?åº?Lucydï¼?å°??¾è??????è¯??³äº¤äº?????ï¼?ç»???æ­¤å??Meta??å¸??????è¡?ä»»æ???¾å?????²ç??SAM模å??ï¼?VR/AR?³é?/?¾å??/è§?é¢?å¤?模æ??交ä?空é?´å¿«????å¼?ï¼??¨å??I+VR/AR?????½å?°ã??

?????¹æ??MR??å¸??¨å?³ï?????å¼???R??iPhone?¶ä»£???¹æ????R/ARé¢???å·²å?å±?å¤?å¹´ï?2010å¹´å?å§???ç»??¶è´­/??èµ??¸å?³æ?????ä¸?ï¼??¹æ??MR??016年项?????¨è?³ä?å·²æ??磨ä?å¹´ä?ä¹?ï¼???é½?äº?å¤?项å??沿æ?????????å¼???R??iPhone?¶ä»£ï¼???为继iPhone??iPad??Mac??iWatchä¹????¨æ?°ç?°è±¡çº§ç?ç«??å¼?é¢?XR??????级æ?°è??¿ã??

????1ï¼???å­þ=?¾ç¤ºï¼??¹æ??é¢?计é????ancake+Micro-OLED?¹æ?ï¼?PPIé¢?计达??400ï¼?è¿?é«?äº??°æ??OLED??Fast-LCD?¹æ?产å??ï¼??°é?¶æ?Micro-OLED??ä¸???åº??¨ä¸»è¦???é«??????¶çº¦ï¼??????¹æ??MR??å¸?以å??å±????©å»ºäº§è?½è?½å?°ï?Micro OLED??????Rç«?????æ¸???ï¼?æ­¤å?ï¼??¹æ??MR?????????+?µé©±????PDè°?????ç½??å°?????XR头æ??PDè°???ç³»ç???????????级ã??

????2ï¼????¥äº¤äº?ï¼??¹æ??MRé¢?计é??å¤?15é¢?????头并?????¨å½©??è§?ï¼??????R??VR模å?å¹³æ????????è¿??????¿äº¤äº?+?¼å?¨è¿½è¸???????????¸²??å®??°æ????????ä½?ï¼?æ­¤å?ï¼??¢é?¨è??????¿é?¨è¿½è¸??交ä????½äº¦??º®?¹ï??????·æ?°å¤§ä¼?å¯?R???¥äº¤äº???认ç?¥ã??

????3ï¼?????ï¼??¹æ??MRé¢?计å????¨å??????设è?ï¼??³å?¾å??ä¿¡å?·å??????代å??oraï¼?+SoC????ï¼?代å??tatenï¼?ï¼?SoC????Statené¢?计为M2ç³»å????????

????4ï¼???????容ï??¹æ??MR???·å??¹æ??????å¤?设å?äº??????½ï?å°?å¸þ=?¥æ?´é???????便æ?·æ?§å???´ä¸°å¯?????容ä?éª?ï¼??¨å¨±ä¹????????é¢????·å?广é??åº??¨ç©º?´ï????¶ï?3D FaceTimeä¼?è®???AIGCåº??¨ã??è§?é¢?????ä¹????¹æ??MR??????容主è¦?äº??¹ã??

?????¹æ??MR???°æ?ºé??ï¼?产ä??¾æ?¸å?????????深度??????é¦?款è?¹æ??MR??å¸??¨å?³ï?ç¬??代平价ç???¹æ??MR????äº?2024å¹´å???å¸?ï¼??§è?½è¿­ä»£å??ä»·æ?¼ä?è¡?????驱å?¨å?ºè´§??è¿?ä¸??°å?°é?¶ï??¹æ??MR产ä??¾æ?¸å???????????????????æ­¤å?ï¼??¹æ??ä½?为å?¨ç??æ¶?è´¹ç?µå????°é?????ï¼?MR????å¸??????·æ?°å¤§ä¼?å¯?R产å????认ç?¥ï?????Meta??Pico??索尼ç­??¶ä?VR?????¨ç¡¬ä»¶ç????ç«???ç»???级ï?VRå¸??ºæ??????????å±?ï¼??½å??产ä??¾ç?¸å?³æ????äºþ@???????

????é£??©æ??示ï?ç»?ç«???æ±?ä¸???é¢???ï¼??¹æ??MR???°ä???é¢???ï¼????¥ä½¿?¨ç??ä¿¡æ???´æ?°ä????¶ç??é£??©ã??

?³é?????读ï? ?¹æ??

责任���??�nbsp;RF12607
精彩?¨è??
??è½½æ?´å?
?¨é?¨è?è®