The details of Apple MR have emerged or become its "most complex hardware in history", and the industry and commerce have been required to start work before July

Source: "Science and Technology Innovation Board Daily"

Cook's Apple has been criticized for its lack of product innovation. Now, Apple's MR device in the making may change this view.

According to a report by The Information on May 31, **Apple's mixed reality device may be the most complex hardware product the company has ever made, and it uses an unusual design-curved design, which has been proven It is an unprecedented challenge in the history of manufacturing. **

**The design is said to be the main reason the device retails for as much as $3,000. **

The Information posted a rendering made by Marcus Kane-**The device looks very thin and light, with the edges of the curved mirror wrapped in a smooth aluminum frame, hiding up to a dozen cameras and sensors under it, aluminum The frame appears to be slightly thicker than the iPhone. **

It is understood that Marcus Kane is an industrial designer and user experience consultant who needs to use VR and AR headsets to work every day. He often relies on his professional knowledge to draw conceptual renderings of Apple MR devices based on rumors and Apple patent applications.

The Information has also drawn sketches of Apple MR devices before, as follows:

The Information says this is a rendering of an XR device based on a photo of an Apple prototype

The Information said in the latest report that Apple has developed a unique "curved motherboard" to accommodate the curved outer shell, and uses carbon fiber internally to reinforce without adding additional weight. Users who wear glasses need to purchase special lenses so that they can be magnetically attracted to the mirror surface.

A small knob located above the right eye enables the user to switch between augmented reality (AR) and virtual reality (VR). The power button sits above the left eye, and a circular connector similar to the Apple Watch charger attaches to the device's left temple, which connects via a cable to the waist-mounted battery pack.

The headband of the headphones is made of a soft material and attaches to two short, stiff temples that also house the left and right speakers. A soft, removable cover attaches to the back of the headset, and an adjustable headband ensures a comfortable fit.

Mirror design + material increases production cost

The difficulty with curved mirrors is that during the manufacturing process, it is difficult for assemblers to install the components. Judging from the image rendering effect, the image captured by the camera may be distorted, and if not resolved, it may make the user feel dizzy and nauseous.

In addition, due to the shape, this mirror is more fragile than the iPhone screen, and there are concerns that broken glass will hurt users.

**In addition to the mirror design factor, the screen material undoubtedly also raises the cost. **

Ross Young, an analyst at the display supply chain consulting company DSCC, recently issued a document saying that Apple’s XR headset will be equipped with a very high-spec display: two 1.41-inch Micro-OLED screens, each with a PPI of 4,000 and a brightness of more than 5,000 Ni. Specifically, the resolution per eye is 4K. As a comparison, the current Meta Quest2 only provides 773PII and 100 nits of brightness, and high-end TVs are around 2000 to 5000 nits.

And The Information says display supplier Sony may struggle to manufacture enough panels for more than 250,000 MR devices this year** because of their smaller size and pixel density.

Various production challenges lie ahead, **Apple was producing 100 headsets a day in the early stages of development, but only 20 reached the standard. **

**Leading domestic OEMs are required to start work before July. Spring breeze is coming? **

It is worth noting that, according to The Information, **Although the mass production of the equipment has not yet started, Apple has asked Luxshare Precision to start construction by July. This suggests that the device will officially go on sale in the fall or winter, with fewer than 500,000 units expected to ship in the first year. **

As of the close at noon today, Luxshare Precision rose 4.03%, the largest single-day increase since April 13.

In the recent A-share market, expectations for Apple's MR devices have been rising. Although it is still unknown whether the product will be unveiled as scheduled, the entire industry is undoubtedly looking forward to it.

Tianfeng Securities analyst Pan Wei judged that the WWDC2023 conference will open the first year of Apple's virtual display, and he is firmly optimistic about Apple's follow-up MR new product releases to redefine the AR/VR user product experience and the pull of a new round of consumer electronics innovation cycle.

The analyst further stated that the terminal devices of the virtual display industry chain account for more than 40%, and iterative efforts are made to help the industry to innovate rapidly, and the relevant industry chain is recommended.

Fan Zhiyuan, an analyst at Sinolink Securities, said that it is expected that Apple's first MR device will be released on June 6, 2023. The XR industry is expected to gradually transition from the introduction period to the growth period. Optical and display modules account for a high proportion of XR value, and technology In the stage of continuous iteration, MR's optical module and display module solution selected Pancake+Micro-OLED screen, focusing on optical & display technology innovation. It is expected that the second-generation MR products will be mass-produced in 2025.