CITIC Securities: Vision Pro will be launched soon, leading a new cycle of spatial computing

Bit News CITIC Securities Research Report pointed out that in June 2023, Apple released its first MR headset product as scheduled, named Apple Vision Pro, priced at $3499, and the company expects to go on sale in early 2024. Overall, we believe that the release of Apple's first headset product is an important node for its core strategy to extend from office terminals and mobile computing to spatial computing, and the first generation of products has outstanding innovation on the hardware side such as chips, displays, and interactions, and is expected to advance at the B end + C end at the same time on the application side, breaking through the application limitations of traditional VR products. In the medium and long term, we continue to be optimistic about the iteration of Apple's headset products and its leading role in the VRAR industry, and recommend paying attention to investment opportunities in core components and equipment in the industrial chain.