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MR VP Table_IndNameRptType/Table_IndRank 2024-01-09 Table_Chart 300 Table_Author S0010521080002 Table_Report 1.(NVDA)AI 2024-01-04 2.AMD:24 AI MI300 2023-12-28 Table_Summary VR MR pancake Micro OLED Unity Meta OpenXR Xcode Quest VP 3-4 MR MR MR Vision Pro 1 MR Vision Pro 24 1 26 MR MR+VP 1-2 MR 2022 2023 AR/VR/MR 1 2 3 VP 25-26 MR VR Quest 2 PICO MR VR MR MR MR-28%-9%10%29%48%66%1/23 4/23 7/23 10/23 1/24传媒 沪深300Table_CompanyRptType 2/35 1 MR.4 1.1 AR/VR/MR.4 1.2 MR.5 2 MR.7 2.1 MR.7 2.2 MR.10 2.3 MR.13 3 MR.16 3.1.16 3.2.17 3.3.18 3.4.19 3.5.20 3.6.21 4 MR VP QUEST 3.22 4.1 APPLE VISION PRO.22 4.2 QUEST 3.24 4.3 BOM.25 5 MR.28 5.1 MR.28 5.2.31.34 WUCXyRmRmPpOsMpMmRoRoPaQ8Q9PmOmMtRmQlOnNmNlOnMmMaQoPsMNZrRnNxNsPnMTable_CompanyRptType 3/35 1 AR/VR/MR.4 2 VR.5 3 AR/VR/MR.5 4 MR.6 5.6 6 MR.7 7-.8 8.8 9 VISIONOS UI.9 10 UNITY OPENXR.9 11 2024.10 12 LED.11 13 OLED.11 14.11 15.12 16 VISION PRO.12 17.13 18.14 19.14 20.15 21.16 22 HOLOLENS 2.17 23 MR MR.18 24 IKEA PLACE.19 25 APPLE VISION PRO 3D.20 26 MR.22 27 APPLE VISION PRO.23 28 MR.23 29 ANCAKE.24 30 QUEST 3.24 31 LCD OLED.25 32 APPLE VISION PRO BOM.26 33 QUEST 3 BOM.27 34 QUEST 3.27 35 MR.28 36 2023 VR/MR.31 37 2023 VR/MR.32 Table_CompanyRptType 4/35 1 MR MR VR/AR 2014 Facebook Oculus 2012 AR 2012 2016 MR 2016 PS VR PS VR VR 2020 9 Quest 2 VR VR 1.1 AR/VR/MR AR/VR/MR wellsenn XR 2016 2020 AR/VR/MR 2016 167 2020 622 CAGR 38.9%2021 Facebook Quest 2 AR/VR/MR 1058 70.1%2022 2023 2023 1010 Apple Vision Pro Quest 3 2025 AR/VR/MR 2200 2020 2025 CAGR 28.7%VR 2016 PS VR 2022 9 17 Facebook Quest 2 XR2 6GB 120Hz 1,832 1,920 4K 2.5 400 Quest 2 VR Facebook Quest Pro Quest 2 1500 1 AR/VR/MR wellsenn XR 167362340 35562210581028 101013002200116.8%-6.1%4.4%75.2%70.1%-2.8%-1.8%28.7%69.2%-20%0%20%40%60%80%100%120%140%05001000150020002500 AR/VR/MR yoyTable_CompanyRptType 5/35 1.2 MR Quest 3 MR Apple Vision Pro 2023 9 28 Facebook Quest 3 8GB XR2 Gen 2 120Hz 2,064 2,208 Quest 2 2-3 500 Apple Vision Pro 2024 1 2 VR VR Quest 2 2020.9.17 XR2 6GB 120Hz 1,832 1,920 2-3h Quest pro 2022.10.12 XR2+12GB 90Hz 1800 1920 1-2h Quest 3 2023.9.28 XR2 Gen 2 8GB 120Hz 2064 2208 2-3h PICO 4 2022.9.22 XR2 8GB 90Hz 4320 2160 2-2.5h valve index 2019.5.1 CPU 8 GB 120Hz 1,600 x 1,440-PS VR 2016.10.13-120Hz 1,920 x 1,080-PS VR2 2023.2.22-120Hz 2000 x2040-Facebook VR wellsenn XR Steam PICO VR/AR 400 Quest Pro 1500 2%AR/VR/MR 2016 6.7 2022 41.6 CAGR 35.6%2023 46.4 11.4%MR 2025 191 2022 2025 CAGR 66.2%3 AR/VR/MR wellsenn XR VR Apple Meta 6.714.5 13.6 14.224.942.341.646.474.3191.0116.8%-6.1%4.4%75.2%70.1%-1.7%11.4%60.2%157.2%-20%0%20%40%60%80%100%120%140%160%180%0.050.0100.0150.0200.0250.02016 2017 2018 2019 2020 2021 2022 2023E2024E2025E AR/VR/MR yoy%Table_CompanyRptType 6/35 Apple Vision Pro MR Apple Vision Pro 24 1 2024 50 Quest 3 Quest 2 VR MR 25 2026 MR MR Apple Vision Pro 2023 MR 250 400 2025 MR 450 VP 2644 2030 MR 4110 1546 4 MR wellsenn XR VR Apple Meta 5 wellsenn XR VR Apple Meta 25015045010801850248032704110-40.0%200.0%140.0%71.3%34.1%31.9%25.7%-100%-50%0%50%100%150%200%250%0500100015002000250030003500400045002023 2024E 2025E 2026E 2027E 2028E 2029E 2030E yoy400.01433.32644.42853.72405.42010.91737.91546.0258.3%84.5%7.9%-15.7%-16.4%-13.6%-11.0%-50%0%50%100%150%200%250%300%0.0500.01000.01500.02000.02500.03000.02023 2024E 2025E 2026E 2027E 2028E 2029E 2030E yoyTable_CompanyRptType 7/35 2025-2026 2023 2026 2026 2030 635 2026-2030 CAGR 19.8%2 MR 2.1 MR MR Mixed Reality VR MR MR MR VR/AR VR Vitual Reality VR AR Augmented Reality MR Mixed Reality VR AR 6 MR wellsenn XR VR Apple Meta 1021.5119308.2445498.7568.3635.4115.0%453.5%159.0%44.4%12.1%14.0%11.8%0%50%100%150%200%250%300%350%400%450%500%01002003004005006007002023 2024E 2025E 2026E 2027E 2028E 2029E 2030EMR yoy%Table_CompanyRptType 8/35 AR VR MR MR AR+AR MR MR VR MR 1 VR MR 2 MR+VR MR 3 1 Quest 3 Quest 2 PC VR Quest 3 Apple Vision Pro VisionOS VisionOS Apple Vision Pro iOS iPadOS macOS visionOS iOS MacOS 7-VR 8 Table_CompanyRptType 9/35 VisionOS SDK Unity Xcode visionOS Unity Unity OpenXR OpenXR Unity Unity 9 VisionOS UI Apple 10 Unity OpenXR 6sense Table_CompanyRptType 10/35 Unity 1 Unity VisionOS XR Interaction Toolkit Meta OpenXR Feature MR Unity Unity VisionOS beta PolySpatial visionOS Unity RealityKit 2 Unity Unity 3 Unity Unity Android Quest Xcode Apple Vision Pro Unreal PC 2.2 MR Micro OLED MR VR pancake pancake Micro OLED MR OLED LCD Quest Pro Micro OLED OLED OLED PPI Micro OLED Micro OLED 11 2024 6sense 29.65%23.08%16.69%13.87%3.26%13.45%Unity Discord Unreal Engine Blender Kahoot!其他Table_CompanyRptType 11/35 12 LED 13 OLED VR VR VST VR MR MR 1 2 3 4 MR 14 VR Table_CompanyRptType 12/35 VR/MR LED 1 Quest 2 58mm/63mm/68mm 2 3 15/Apple Vision Pro PICO 4 Pro META Quest 3 META Quest Pro PICO 4 META Quest 2 3 XR wellsenn XR MR MR Vision Pro MR Vision Pro 10 16 Vision Pro Apple Table_CompanyRptType 13/35 2.3 MR 3D 2D 4 Real-time Rendering 3D 3D 25 1 3D 2 3 MR MR Cloud Rendering 3D MR MR 1 1000 1 1000 100 10 2 CPU 17 TINOVO Table_CompanyRptType 14/35 Offline Rendering 18 19 2 Table_CompanyRptType 15/35 Hybrid Rendering 3D 3D CPU GPU GPU Debug CPU ECS 20 CSDN Table_CompanyRptType 16/35 3 MR 3.1 MR MR MR MR MR MR MR MR MR MR MR 21 Marvel Table_CompanyRptType 17/35 3.2 MR MR MR MR MR MR MR MR MR MR MR MR MR HoloLens 2 MR PC 22 HoloLens 2 Table_CompanyRptType 18/35 3.3 MR MR MR MR MR MR MR MR MR MR MR MR 23 MR MR Table_CompanyRptType 19/35 3.4 MR MR MR MR MR MR MR MR MR IKEA Place 24 IKEA Place IKEA Table_CompanyRptType 20/35 3.5 MR MR MR MR MR MR MR MR MR Complete HeartX 3D 25 Apple Vision Pro 3D Apple Table_CompanyRptType 21/35 3.6 MR MR MR MR MR MR MR MR MR Table_CompanyRptType 22/35 4 MR VP Quest 3 4.1 Apple Vision Pro VisionPro 2023 6 5 MR 2024 1 26 Vision Pro VP VisionOS iPadOS iOS VP M2+R1 M2 Mac ARM SoC 5nm M1 25%200 24GB M1 50%100GB/s R1 R1 12 26 MR CPU M2 VP 3.49GHz 8 200 5nm XR2 Quest 3 1.8GHz 8-7nm XR1 1.7GHz 8-10nm Apple Meta Vision Pro 6DoF+Vision Pro 12 2 RGB 4 2 4 5 LiDAR R1 Table_CompanyRptType 23/35 Apple Vision Pro Micro OLED 5.99 OLED Micro OLED 3800 x3000 4K 1.42 96Hz 5000 OLED 5.99 LG Display Micro OLED MR LCD OLED Micro OLED 1 OLED 2 MR 28 MR Fast LCD Micro OLED Quest 3 Apple VisionPro 3K 8K+3000ppi 1000nit 1000-6000nit 75%100%SONY Apple Vision Pro Pancake Pancake 0-700 27 Apple Vision Pro Apple Table_CompanyRptType 24/35 4.2 Quest 3 Quest 3 2023 10 10 Meta MR Quest 2 Quest 3 Quest 2 Quest 3 Vision Pro MR Quest 3 X2 Gen 2 8GB Quest 2 7nm Quest 2 1.8GHz 90Hz 2064 2208 Quest 2 30%29 Pancake 30 Quest 3 Meta Table_CompanyRptType 25/35 XR2 Gen2 CPU 33%GPU 250%50%NPU AI 8 XR2 Gen2 12 Apple Vision Pro Quest3 Quest 3 Quest 3 Quest 2 75%Quest 3 2064x2208 120Hz PPD 25 LCD Quest 3 Pancake 40%30%4.3 BOM Vision Pro 3500 MR wellsenn XR BOM 1509 43%M2 120 R1 60 250 BOM 1.3 OLED 350 700 BOM 46%BOM 116 BOM 85 BOM 137 BOM 17 BOM 18 BOM 11 BOM 15 ODM/OEM BOM 130 31 LCD OLED Corning Table_CompanyRptType 26/35 32 Apple Vision Pro BOM&M2 120 1 120 R1 60 1 60 ROM UFS4.0 512G/20 1 20 RAM LPDDR5 12G/30 1 30 WiFi SIP WIFT 6/skyworks 6 1 6 BLE 5.3/skyworks 2 1 2 LED codec PMIC PA 12 AMOLED LG 30 1 30 1.3 OLED 350 2 700 pancake 3P/30 2 60 IPD 10 2 20 6DOF IR IMX418 Lens/5 4 20 VST RGB Lens/8 2 16 WLO 12 2 24 WLO 12 2 24 IR IMX418 Lens/5 2 10 RX+TX Lens/10 1 10 TOF dTOF LMX611 Lens/LG 10 1 10 IMU TDK 3 1 3 2 2 4+/120 1 120+9 1 9+8 1 8 PCB 8 1 8 FPC 6 1 6 3 1 3 500 3 1 3 10000 15 1 15 MIC 1 3 3 SPK 2 4 8 15 1 15 ODM/OEM 130 1 130 wellsenn XR Table_CompanyRptType 27/35 wellsenn XR Quest 3 BOM 428 86%XR2 RAM ROM 148 BOM 35%SOC XR 2 gen 2 90 BOM 21%RAM 18 BOM 4%ROM 10 BOM 2%LCD 80 BOM 19%Pancake 50 BOM 12%39 BOM 9%33 Quest 3 BOM XR2 RAM ROM WiFi PCB Codec 148.2 IMU PCB 41.5 Fast-LCD pancake 133 16 3*2 32.92*2 6.1 8.5 6 3 ODM/OEM-30 BOM-428.22 wellsenn XR 34 Quest 3 wellsenn XR Table_CompanyRptType 28/35 5 MR 5.1 MR MR 35 MR MR 3D 3D VR FT-E 1 AR/VR/MR VR+K12 VR+VR+VR+2021 2022 VR50 2 VR VR 30,000+10 5 CPU GPU 5 10PB 70%GPU 1 AR/VR/MR VR+K12 VR+VR+VR+2 VR 2022 Qualcomm XR IOS XR XR Vision Pro MR 1 VR/AR AIGC IP VR/AR AIGC VR 3D AIGC 5G 2 VR VR AR AI Table_CompanyRptType 29/35 1 2023 12 20 21 VR VR 21 VR 2 2023 12 19 SNH48GROUP B50 XR Gonow 1 4D XR C 2 VR/AR IP 2022 SaaS 2022 11 5G+AI+AR Rokid XR Rokid MR OTA PMS IP VR/AR 2023 UU 1 3D CGI AR/VR/MR 4K/8K 2 2024 1 3 MR 3D VR MR VisionPro VeeR VR 2023 VR MR VR MR 2016 AR/VR 4S 2022 PICO VR VR MR IP 1 VR-LOOPS CAM 180/8K60 VR VR Table_CompanyRptType 30/35 VR VR pico 2 VR VR VR VR 400 Lonely FBEC2020 VR VR IP 3 VR XR 4 VR LOOPS CAM TV VR/MR vision pro VR,MR VR Apple Vision Pro AI VR VR-VR-VR VR VR-&VR VR VR VR UE5 VR Drakheir questapplab UE5 Meta Quest PBR NPR NPC AI PvP Applab Sidequest YVR Pico 2022 1 28 2022 7 2022 2023 8 M JWORLD VR,VR 2023 VR VR+AI+VR AI VR AR VR VR VR VR,9 VR VR&:1 IP VR/AR/MR Table_CompanyRptType 31/35 5.2 AR VR/MR XR 36 2023 VR/MR XR 2024/1/9 Rokid AR C+5 2024/1/5 B,1.5 2024/1/4 3D B,2 2024/1/3 AR A,2023/11/21 A+,2023/11/21 AR B,2023/11/6 B,1 2023/10/20 WESHAPE3D VRAR A(),2023/9/30 VR C,(2)VR 2022 10 30 Steam&:VR/AR VR&:AI AI+UGC&:IP RokidAR&:(1)VR,VR VR VR(2)MOBA VR MechaParty PSVR2 STEAM Table_CompanyRptType 32/35,2023/7/24 AR Pre-B,1 2023/7/17 AR,NEEO,1000 2023/6/12 JBD micro LED A+,2023/4/6 Renderbus 3D Pre-IPO 2023/2/27 VR C,2 2023/2/8 VR VR B,2023/1/12 VR C,4 IT VR AR VR/MR XR 37 2023 VR/MR XR 2023/12/19 Liminal Space LED Avex USA Hibino Corporation Luminus 250 2023/12/7 Vantari VR Pre-A Co:Act Capital Acova Capital Significant Early Venture Capital Sirius Capital 700 2023/12/1 Thirdverse VR B Dash Ventures MUFG Now Inc Shinsei Corporate Investm 800 2023/11/15 MirrAR AR SaaS Indian Angel Network Diaspark 1.3 2023/11/9 MyDearest VR SBI()780 2023/11/1 Brilliant Labs AR Wayfarer Foundation Coho VC 300 2023/10/26 Threedium AR A Interpublic Group Olma Partners Mesh Consensys Reflexive Capital Nirvana Family Office Lyra Ventures Edenbase Kinisis Venture Fund I 1100 2023/10/16 Mojo Vision Micro LED Khosla Ventures Vanedge Capital NEA-New Enterprise Associates Fusion 4350 Table_CompanyRptType 33/35 Fund Dolby Family Ventures Shanda Grab Ventures Knollwood Investment Fund Open Field CapitalDrew Perkins Liberty Global Ventures Advantech Capital 2023/10/12 Fast Travel Games VR Handelsbanken Fonder ndustrifonden Brightly Ventures Inbox Capital Creades 400 2023/8/11 Virtualitics VRAR C Smith Point Capital 3700 2023/6/28 Brilliant Labs AI AR Plug and Play 300 2023/6/28 Augmedics AR D CPMG Evidity Health Capital Revival Healthcare H.I.G Capital Almeda 8250 2023/6/7 Viture AR A+2023/5/22 cluster.mu VR D SPARX Group SBI()ORIX KDDI Open Innovation Fund No.3 Skyland Ventures 52 2023/5/17 MediView XR XR Mayo Clinic Cleveland Clinic GE HealthCare JobsOhio Capital Growth Fund Inside View KKVS Syndicate 1500 2023/5/12 VARK VR C JAFCO Asia UFJ SBI()ANRI 10 2023/5/4 TYFFON VR Canal Ventures Sankei Building MIXI Koto Ward 18.5 2023/4/24 CharacterBank VR SMBC Venture Capital FreakOut Shinsei Fund Dricom Sawada Investment 3.5 2023/4/19 Vinci Games VR Makers Fund Y Combinator Soma Capital Pioneer Fund 510 2023/4/12 SentiAR AR B cultivate MD Ventures MedVenture Partners TechWald Holding V Capital QRM Capital Harmonix Fund 850 2023/4/6 JigSpace 3D AR A Rampersand Investible Vulpes 520 Table_CompanyRptType 34/35 2023/3/30 FLAIM Systems VR A Breakthrough Victoria Deakin University Significant Capital Ventures 670 2023/3/22 CCP Games VR Andreessen Horowitz-a16z Makers Fund Bitkraft Ventures Kingsway Capital Hashed Nexon 4000 2023/2/9 Light Field Lab 3D B NCSoft Khosla Ventures LG Technology Ventures Gates Frontier Fund 5000 2023/2/3 Fectar 3D Jaap van Engers 245 2023/1/31 Prisms VR VR K12 Andreessen Horowitz-a16z 1250 2023/1/13 Psychic VR Lab VR Animoca Brands Japan 1 2023/1/9 Stoic Entertainment VR A KB Investment Hanwha Invesstment&Hana Securities Well to Sea Venture Investment ES Investor 3271 IT MR Table_CompanyRptType 35/35 Table_Introduction 2015 2017 S0010521080002 Table_Reputation Table_RankIntroduction 6 A 300 500 6 5%;6-5%5%;6 5%;6-12 15%6-12 5%15%6-12-5%5%6-12 5%15%6-12 15%
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