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[Selected Topics] Era of Spatial Computing: The Manufacturing Experience and Challenges of Apple’s MR Device(s)

Last Modified

2023-07-21

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PDF

Overview

Summary
At WWDC 2023, Apple announced its first-ever mixed reality product, the Vision Pro, and launched the VisionOS operating system at the same time—marking its entry into the head-mounted display market. The MR headset is groundbreaking in terms of performance and price, signaling the arrival of the era of spatial computing. As Apple ventures into the AR/VR market, the challenges for the supply chain are significant, with numerous obstacles in hardware development still to overcome and costs remaining high. Nonetheless, taking a long-term perspective, this move is expected to continually drive the evolution of AR/VR products and the development of the supply chain.

Table of Contents
1. Era of spatial computing coming as Apple enters the head-mounted display market with Apple Vision Pro
(1) Apple Vision Pro redefines product experience and imagination
(2) Arrival of spatial computing era will change everyday life and work

2. Cost structure and analysis of supply chain distribution
(1) Optical display
(2) 3D sensing system
(3) Computing system
(4) Assembly

3. TRI’s View
(1) Apple Vision Pro to change how people live as era of spatial computing arrives
(2) Vision Pro will drive AR/VR product advancement and supply chain development

＜Total Pages：12＞

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[Selected Topics] Era of Spatial Computing: The Manufacturing Experience and Challenges of Apple’s MR Device(s)

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[Selected Topics] Era of Spatial Computing: The Manufacturing Experience and Challenges of Apple’s MR Device(s)

Overview

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[Selected Topics] Updates and Impacts Related to Effects of Trump Administration’s Tariffs on Canada, Mexico, China, and Taiwan

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[Selected Topics] NVIDIA’s GB200 Rack Shipments Will Increase After 2Q25; Computex Highlights Applications Related to AI Agents and Expanded Investments in Taiwan That Will Spur Long-Term Development of AI Server Supply Chai

[Selected Topics] EOL Plans for DDR4 Products Have Led to Price Hikes, and Upward Trend Is Expected to Continue Until 2H25

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