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-AApple Vision Pro SAC S14505161200012024 6 27 Apple Vision Pro 6 10 WWDC2024 Apple Vision Pro 6 14 9 Apple Vision Pro 6 28 29999 Apple Vision Pro 3499 3899 25000 28000 6 28 Apple Vision Pro/AR/VR/MR Vision Pro VR+VST MR Vision Pro AR/VR/MR 1ZBYvMqNtQoPrPnOqNtMmN8ObP9PnPnNpNqMlOnNtNiNoMuMaQrRxPuOmQrPuOrQpR Vision OS&Vision Pro AI IFIXITApple Vision ProLV5pNW4cTzDVrFtm+1FlhZDzSda0ryHb0G1WUCrSdD6At/2E1yBp75N4FnIu9kbo Apple Vision Pro Vision Pro&FPC FCP light LED Vision pro 12 6 Vision Pro M2 R1 M2 M2 CPU GPU I/O M2 M2 R1 R1 AR R1 Apple Vision Pro Apple APL1109/339S01081E M2 MT62F1G64D8WT-031 XT:B 8 GB LPDDR5 SDRAM APL1W08/339S01186 R1 K5A4RC2097 256 GB NAND APL109C/343S00627 APL109D/343S00628 APL1004/343S00629 338S00521-B0(TI)LMK1C1104 ADI LT8652S 8.5 A/18 V TPS62125 300 mA TPS61045 FPF2895C TPS70936 150 mA/3.6 V LDO USI 339S01015 WiFi/Apple Vision Pro ADI TMC5072 2 ICE5LP4K iCE40 Ultra FPGA Cirrus Logic CS46L11 Diodes Incorporated PI2DBS16212A 2:1/TMUX1575 SPDT TS5A23159 SPDT TPS62135 4 A Texas Instruments TLV6703 FPF2895C Apple Vision Pro Apple Vision Pro 2 Nordic 2W 1+FPC 2 6DOF 3 RGB 2 650 RGB 3D VST4 2 RGB 2 LiDAR 5,FPC 6/7 FPC 2 2 6DOF Apple Vision Pro 1 dToF LiDAR iPhone dToF LiDAR 3D 1 iPhone Face ID Apple TrueDepth FaceTime 2 650 RGB 3D VST 4 6DOF dToF LiDAR TrueDepth TrueDepth RGB Apple Vision Pro FPC:HOME:WiFi 2.4G/5G:SPK FPC:light FPC:LED,MIC FPC:,Mic,2,light:SPK light FPC:SPK Apple Vision Pro CPU+GPU M2+R1 1 M2 8 CPU 4 4 192 KB 128 KB 16 MB 2 R1 NPU AI XR2 Gen2 XR2 Gen2 Qualcomm Snapdragon XR VR VR Wintel PC CPU Intel/AMD+Nvidia/AMD+Qualcomm MR 2024 2014 203416K12K8K4K+XR M+R XR alone MR MR MR VR VST VR GPU 5000 MR Apple Vision Pro Gartner XR Leader Visionaries Niche Players Challengers Apple Leader Meta Pico Valve Challengers Pimax Visionaries Varjo HTC YVR DPVR Niche Players 厂商资源掌控 力（规模）远见力（产品）Apple 5 10.0Meta 4 5.0Pimax 1 5.9Pico 3 4.4Varjo 1 4.5HTC 2 4.2Valve 3 3.2DPVR 1 3.5YVR 1 3.5 1:2 2 Micro OLED pancake IR LED3 2 4 3P Pancake Pancake 5 Micro OLED Micro OLED 2300 1.42 3648*3144 6 7+IR LED+2 18 IR LED Vision Pro LED;8 IR LED LED 9/10 2 11 Eyesight()EyeSight OLED 3D 3D eyesight Vision Pro Micro OLED 3P Pancake LED IR LED Apple Vision Pro 4K 8K 8K 8K 8K Cost effective Apple Vision Pro VR/VR Pimax2023 PimaxCrystal VR MR SPK Vision Pro light 2 light SPK SPK SPK ESD SPK SPK Apple Vision Pro Vision Pro Vision Pro Siri 数字MIC SPK Vision Pro light Cirrus Logic CS46L11 SN02776B0A TPS62135 4 A Apple Vision Pro iPhone 15 Plus 15.36 46.08 35.9 3166 80%Apple Vision Pro STM32L4A6VG Arm Cortex-M4 GD25Q80E 1 MB NOR CD3217B13 USB Type-C TPD4S311A USB Type-C TPS62180 6 A TPS62160 1 A FPF2895C Bosch Sensortec Apple Vision Pro Vision OS&Vision Pro AI VisionOS Apple COSCHINA WWDC2023 macOS iOS VisionOS Apple Vision Pro 3D Vision Pro visionOS Apple/visionOS macOS iOS(real-Apple Vision Pro 3D VisionOS/VisionOS Windows-Volumes-Spaces Windows app window mac OS 3D 2D 3D Volumes 3D Spaces App shared space full space fully immerisive visionOS Shared Space Windows 3D 2D CAD 3D 2D Windows Volumes 3D Full Space visionOS VisionOSVisionOS 2 VisionOS 2 app iPhone iPad app app Apple Vision Pro 30 VisionOS 2 app VisionOS Vision Pro Apple Vision Pro visionOS 2 Mac 4K VisionOS 2 Apple Vision Pro Apple VisionOS 2 VisionOS 2SwiftUI Xcode VisionOS visionOS Swift UI RealityKit ARKit API visionOS iOS iPad OS SwiftUI UIKit RealityKit 3D ARKit VisionOS visionOS iPhone iPad Mac visionOS visionOS Ferret ARKit Unity RealityKit 3D 21CTO6 Tap iPhone Double Tap Pinch and Hold Pinch and Drag Zoom Rotate Macrumors Vision OS&Vision Pro AI Apple Arcade ipad/iPhone Vision Pro Apple Arcade NBA 2K24 Arcade Edition Sonic Dream Team what the Golf Demeo Vision Pro Vision Pro App Store Vision Pro Apple TV+Disney+Max HBO Max+Discovery Vision Pro Apple TV Apple Immersive Video 180 3D 8K ESPN+IThome Vision Pro Disney+Apple TV Immersive Video+Word Excel PowerPoint visionOS Microsoft Teams Office Microsoft Teams Vision Pro IThome+ZOOM Cisco Webex Zoom Vision Pro Vision Pro Cisco Webex Webex IThome Webex JigSpace 3D.Onshape AutoCAD.Complete HeartX.JigSpace Onshape Complete HeartX Vision OS&Vision Pro AI /3D 3D 01 Apple 3D Split Screen 3D 3D 3D Volumetric Video 2D 02 3D MV-HEVC Multiview High Efficiency Video Coding MV-HEVC HEVC 3D HEVC VR iPhone 15 pro+Apple Vision proHuawei OPPO/vivo/Meta Quest proPico 4/neo 3Pimax/Google glassHoloLensRokid/Nreal1 iPhone 15 pro/pro max/AVP iPhone 2 iPhone 15 pro/pro max Vision pro Meta quest Pico 3/Apple2D 3D 1 22 TikTok AI 2D 3D 2D 3 XR MDE AI 150 6200 AI TikTok Depth 2D 3D TikTok 2D 3D 2D 3 Vision Pro TikTok 3D 3D AR 2D 3D Tiktok AI Vision Pro Vision OS&Vision Pro AI AI Apple AI AI AIGC Apple Mac iPhone 2024 2 2 Vision Pro 3499 M2 Vision Pro AI Pimax2023 PimaxCrystal VR MR 2023 Apple Intelligence iPhone iPad Mac Apple Intelligence Writing Tools app Priority Messages Priority Notifications Apple AI AI/Vision Pro Meta Pro/AI AI AI 1 AI 2 3 2B 3 MR 6 300 10%6 300-10%10%6 300 10%A 6 300 B 6 300 国 投证券 研究中心深 圳市地 址：深 圳市福 田区福 田街道福 华一路119 号安信 金融大 厦33 层邮 编：518026上 海市地 址：上海市虹 口区杨 树浦路168 号国投 大厦28层邮 编：200082北 京市地 址：北 京市西 城区阜 成门北大 街2 号楼国 投金融 大厦15 层邮 编：100034
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