Hong Kong Stock Concept Tracking | Priced at HKD 25,000! Apple Vision Pro will be listed on February 2nd. The era of spatial computing has arrived (with concept stocks attached).

Zhitong App learned that on Monday (January 8th) local time, Apple announced on its official website that its spatial computing device "Vision Pro" will be launched in the United States on February 2nd. It will be available for sale in all official retail stores and the Apple Store online store. According to the official website, pre-orders for Vision Pro will begin at 5:00 am Pacific Standard Time on January 19th. The starting price for Vision Pro is $3,499 (approximately RMB 25,000) with a storage capacity of 256GB.

According to Apple's official introduction, Vision Pro is a revolutionary spatial computing device that changes the way people work, collaborate, connect, remember, and entertain. Vision Pro seamlessly integrates digital content with the physical world, providing the most natural and intuitive input through users' eyes, hands, and voice, unlocking powerful spatial experiences. The new App Store offers users over 1 million applications compatible with Apple and iPadOS, as well as new experiences that leverage the unique features of Vision Pro.

Apple CEO Apple said, "The era of spatial computing has arrived." "Apple Vision Pro is the most advanced consumer electronic device ever. Its revolutionary and magical user interface will redefine the way we communicate, create, and explore."

According to Canalys' prediction, Vision Pro may face shortages within the first year of its launch, and the production volume of Vision Pro may increase to 12.6 million units in five years, accounting for about 1% of the current iPhone installed base. By then, the number of Vision Pro users is expected to reach 20 million, accounting for 15% of the MacBook installed base.

Canalys analysis believes that Apple does not expect to profit from Vision Pro in the early stages of its launch, but rather to showcase innovation and build a virtual reality ecosystem. As more consumers use these devices, it is expected to ultimately drive higher revenue and profit levels for Apple.

On January 7th, Industrial Securities' research report stated that Apple's MR (Mixed Reality) mass production has started, with an initial stock of about 400,000 units, and a sales target of 1 million units by 2024, driving industrial revolution and the rise of content ecology.

Huachuang Securities' research report on December 29th last year stated that the processing chip, screen, optical lens, and other XR device basic hardware of Apple Vision Pro all adopt the most advanced configuration in the industry, and it may become a benchmark product in the industry, driving hardware innovation in the industry. Recommended focus:

MR hardware suppliers: Luxshare Precision, Dongshan Precision, Changying Precision, Lingyi Intelligent Manufacturing, Zhaowei Electromechanical, and China Stone Technology. MR devices: JepTech, Zhilifang, Huaxing Yuanchuang;

VR industry chain related targets: GoerTek, Skyworth Digital, Sanlipu, Longli Technology, Guoguang Electric, Qingyue Technology;

Content side recommendations: Kaiying Network, 37 Interactive Entertainment, Shenzhou Taiyue, Shengtian Network, Perfect World, Baotong Technology, Enlight Media, Tianyu Numerical Science and Technology, Tiandi Online, BlueFocus, Fantuo Digital, Lisheng Sports, Dafeng Industrial.

Related concept stocks:

GoerTek (01415): Tianfeng International analyst Guo Mingji predicted in May last year that GoerTek would be one of the CCM (camera module) suppliers for the second generation Apple AR/MR devices, with an expected supply proportion of over 70%-80%. With the imminent release of Apple MR, the company is expected to become an important optical module supplier, opening up future growth space.

Sunny Optical Technology (02382): Sunny Optical has mastered leading technologies such as miniaturized packaging for AR modules. For the near-eye display part of AR devices, Sunny Optical has established a dedicated BU for the research and development of AR waveguide nano-imprinting technology.

AAC Technologies (02018): Based on the research and development of core technologies such as Pancake VR optical technology, AR diffractive waveguide technology, XR acoustic sensing components, audio algorithms, XR cameras, and bionic haptic motors, AAC Technologies has successively launched a series of industry-leading solutions, including Pancake VR optical modules, XR audio software and hardware solutions, and self-tracking 6DoF haptic feedback controllers, ultimately forming a one-stop XR solution layout from point to line to surface.