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Columns Consumer electronics have bottomed out, and the metaverse is facing a turning point in trends
Consumer electronics have bottomed out, and the metaverse is facing a turning point in trends. VR/AR has been growing rapidly since 2020. In 2021, global VR shipments reached 10.95 million units, a year-on-year increase of 63%. It is estimated that 15 million units will be shipped in 2022. I predict explosive growth in the next two years, with shipments exceeding 30 million units in 2023.
The first reason is the continuous emergence of future content catalysts. The biggest problem in the current metaverse space is the lack of addictive demand and insufficient content carriers. However, after three years of development, high-quality game and film content providers have already entered the VR space.
The second catalyst is the debut and mass production of Apple's MR product, most likely in the first half of 2023. From Q3 to Q4 this year until early next year, an upgraded wave of VR product launches is expected, which should gradually heat up the sector.
Recently, Skyworth just released a new product, followed by Dapeng's E4, coming out in August. Next are Toutiao’s Pico, Meta's Quest Pro, and most importantly, Apple's MR release in spring next year.
Buying now offers extremely low downside risk and very high probability of gains.
$Apple (AAPL.US)$ $Meta Platforms (META.US)$ $BYD COMPANY (01211.HK)$ $SKYWORTH GROUP (00751.HK)$ $Goertek Inc. (002241.SZ)$ $Luxshare Precision Industry (002475.SZ)$ $Lens Technology (300433.SZ)$ $SUNNY OPTICAL (02382.HK)$
The first reason is the continuous emergence of future content catalysts. The biggest problem in the current metaverse space is the lack of addictive demand and insufficient content carriers. However, after three years of development, high-quality game and film content providers have already entered the VR space.
The second catalyst is the debut and mass production of Apple's MR product, most likely in the first half of 2023. From Q3 to Q4 this year until early next year, an upgraded wave of VR product launches is expected, which should gradually heat up the sector.
Recently, Skyworth just released a new product, followed by Dapeng's E4, coming out in August. Next are Toutiao’s Pico, Meta's Quest Pro, and most importantly, Apple's MR release in spring next year.
Buying now offers extremely low downside risk and very high probability of gains.
$Apple (AAPL.US)$ $Meta Platforms (META.US)$ $BYD COMPANY (01211.HK)$ $SKYWORTH GROUP (00751.HK)$ $Goertek Inc. (002241.SZ)$ $Luxshare Precision Industry (002475.SZ)$ $Lens Technology (300433.SZ)$ $SUNNY OPTICAL (02382.HK)$
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