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华泰证券：XR市场当前已初具规模 关注产业链机械设备新机遇

2024-01-10 12:41:22 作者：星球日志 浏览次数：32 字号： T T T

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转自：金融界

本文源自:金融界AI电报

华泰证券发布研究报告称，XR市场当前已初具规模，消费者形成一定产品认知，苹果即将发售的Vision Pro产品性能行业领先，厚积薄发有望引领XR行业发展。Vision Pro作为苹果在XR领域中的重磅产品，其硬件不断迭代或催生机械相关设备新机遇。分环节来看，微显示屏制备过程所需设备主要为Micro-OLED制备用到的光刻/刻蚀设备、蒸镀设备、贴合绑定设备、检测设备等;光学模组部分加工设备主要包括3P Pancake制备过程中的贴膜设备及检测设备;交互方面主要涉及摄像头检测设备及瞳距调节的机械结构。

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