Apple AR/MR頭戴裝置發佈預測與供應鏈投資策略；高偉電子為最大受益者 / Apple AR/MR headset announcement prediction and supply chain investment strategy. Cowell is the biggest beneficiaries
1 min readMay 15, 2023
- 萬眾矚目的Apple AR/MR頭戴裝置極有可能在6月的WWDC亮相。我認為Apple已對發佈此新裝置做了充足準備。
- Apple將於WWDC發佈AR/MR頭戴裝置有利於Apple供應鏈股價。
- 此新裝置物料成本中，除組裝外 (立訊獨家)，最貴的前5名分別是Micro OLED顯示器 (Sony獨家)、雙處理器 (台積電獨家)、機殼 (長盈精密為主供)、12顆相機模組 (高偉電子獨家)、與外接電源 (歌爾股份獨家)。
- 若考慮到對供應商的營收與利潤貢獻，高偉電子因營收規模最小故為最大受益者。
- 若Apple AR/MR頭戴裝置發佈優於預期，則頭戴裝置將很快成為消費性電子產業最重要的投資新趨勢。
- It is highly likely that Apple will announce its long-awaited AR/MR headset at the WWDC in June. I think Apple is well prepared for the announcement of this new device.
- Apple announcing AR/MR headset at WWDC bodes well for supply chain share price.
- Apart from the assembly (exclusive to Luxshare-ICT), micro OLED display (exclusive to Sony), dual processors (exclusive to TSMC), casing (Everwin Precision as the main supplier), 12 camera modules (exclusive to Cowell), and external power supply (exclusive to Goretek) are the top 5 most expensive material costs for this new device.
- Cowell is the largest beneficiary in terms of revenue and profit contribution to suppliers due to its smallest revenue size.
- The headset device will soon become the most important new investment trend in the consumer electronics sector if Apple’s AR/MR headset announcement is better than expected.
