Morgan Stanley analyst: Apple has 300,000-500,000 AR/VR headsets in stock

News on June 3, according to the latest reports, Morgan Stanley, a world-renowned investment bank, predicts that Apple will launch its first augmented reality/virtual reality (AR/VR) headset at the WWDC developer conference next week. . According to the investment bank analyst Erik According to a research report released by Woodring, Apple's AR/VR headset will begin mass production in October this year and is scheduled to be officially launched in December.

According to Morgan Stanley’s Woodring, based on information they have obtained from supply chain channels, Apple’s headset inventory this year is expected to be 300,000 to 500,000 units. This number shows Apple’s positive attitude in the AR/VR head-mounted display market and shows that they are very confident about the sales prospects of this product.

Woodring pointed out that although Apple’s AR/VR headset will be unveiled next week, its large-scale mass production will still have to wait until October this year due to supply chain factors. start. Full sales will have to wait until December this year. This indicates that Apple needs further time to ensure that the manufacturing and supply chain of the headset are fully prepared and able to meet market demand.

According to Woodring’s report, Apple’s first AR/VR head-mounted display is expected to start at around $3,000. Although the price is high, in the early days of Apple, there may be a "close to break-even" state, so the initial profits may not be very generous. As market demand continues to grow and production scale continues to expand, Apple is expected to earn considerable profits and occupy a place in the field of AR/VR headsets.

In addition to AR/VR headsets, Woodring also said that Apple also plans to announce a new MacBook at the WWDC conference Air, but it’s unclear whether this information comes from an independent source. While Apple continues to launch innovative products, it is also working hard to meet consumers' needs and expectations for different devices.

According to the editor’s understanding, people are very concerned about Apple’s upcoming AR/VR head display and are full of expectations for its functions and performance. As Apple continues to invest in R&D and production in the field of AR/VR, it is believed that its products will bring new immersive experiences to users and promote the further development of AR/VR technology in the consumer market.

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