重新定义MR：一文梳理苹果头显猜想

华尔街见闻2023-05-18

重磅新品发布在即，安信证券梳理了关于苹果头显的各类猜想，分析师指出，新硬件或将采用眼动及手部交互，堪比科幻电影。作为全球市值最高的公司、标普500指数中权重最大的股王，坐拥iPhone、iPad等硬件设备带来的丰厚现金流之上的苹果，在过去几年里，一直没能推出什么能让人眼前一亮的新产品。如今，随着6月WWDC临近，一款苹果酝酿了数年之久、可能是乔布斯去世以来最重磅的新品——MR头显即将发布。苹果正在...

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湜哥贼6
2023-05-19
湜哥贼6
很不错
老萬向錢看
2023-05-18
老萬向錢看
买买买🛍🛍🛍$苹果(AAPL)$

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INCOME \"A(USD) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC"},"translate_title":"Redefining MR: Combing the conjecture of apple head display in an article","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/0277cfab762e9918091ba7ab748aaab9","symbols_score_info":{"AAPL":0.9},"content_text":"重磅新品发布在即，安信证券梳理了关于苹果头显的各类猜想，分析师指出，新硬件或将采用眼动及手部交互，堪比科幻电影。作为全球市值最高的公司、标普500指数中权重最大的股王，坐拥iPhone、iPad等硬件设备带来的丰厚现金流之上的苹果，在过去几年里，一直没能推出什么能让人眼前一亮的新产品。如今，随着6月WWDC临近，一款苹果酝酿了数年之久、可能是乔布斯去世以来最重磅的新品——MR头显即将发布。苹果正在探索它的新未来。苹果头显在硬件上会采用什么样的配置？具备哪些独特的功能？与竞品相比具备哪些优势？安信证券分析师王晶晶在最新发表的研究报告中，对此进行了梳理。重新定义MR分析师认为，苹果头显功能远超竞争对手，有望重新定义MR硬件。在硬件上配置上，分析师指出：在光学方面，Pancake 逐步成为主流光学方案，苹果 MR 有望搭载。VR 光学沿着“非球面透镜—菲涅尔透镜—Pancake〞路径发展，相比于菲涅尔透镜方案，Pancake 方案优势明显：1）轻薄化，采用多镜片折叠光路设计有效减小镜片组厚度，厚度较菲涅尔方案减少50%+，重量减轻 30%+；2）可提高边缘成像质量，降低图像畸变；3）支持屈光度调节，一般可支持 0-700°屈光度调节。Pancake 方案还可通过动态变焦解决VAC（视觉辐辏调节冲突）问题，苹果在可变焦方向上研究多年，拥有多项动态变焦专利。苹果于2019年、2020年、2021年、2022年，一直在探索和完善一种基于视网膜投影的3D动态变焦VR显示技术。VR 设备中屏幕光线没有深度信息，焦点定在屏幕上，辐辏和调焦的位置发生了分离，从而产生视觉辐辏调节冲突，引发视觉疲劳、晕眩等问题。苹果MR采用3P Pancake方案：三片装的Pancake方案，能够实现目前Pancake中最大的120°视场角，由台湾光学厂商玉晶光、扬明光代工。在显示方面，早期VR头戴式设备大部分采用普通LCD，而后逐渐被OLED取代。2016年前后，OLED技术尝试用于VR设备中，并一度成为VR设备生产商的首选。2018年以后，Fast-LCD技术的出现让LCD逐渐成为主流选择。自2022年起，显示方案进一步迭代，行业龙头开始使用带有Mini LED背光的Fast LCD显示面板，或者使用硅基OLED (OLEDoS)，来提升显示性能，如苹果MR将使用Micro OLED显示方案，Quest Pro使用Mini LED背光的Fast LCD显示面板。苹果 MR 的 Micro OLED 屏幕将由索尼提供，其他厂商亦在积极扩建 Micro OLED 产能。三星 Micro OLED 产线预计24年量产，且计划于25 年进一步扩产：LG 正与 Meta、海力士合作开发 Micro OLED 面板，计划用于 Meta XR 产品；Kopin 在国内的两条新建产线将于25年起陆续投产。京东方二期产线预计 24年1月建成，年设计产能 523 万片；TCL 子公司华星光电8英寸产线在建，投产后每年可供应 624万台XR 设备；清越科技将使用 PO 募投资金扩建 Micro OLED 产能。随着 2024 年起各大厂商 Micro OLED 新建产能逐步落地，Micro OLED 成本有望逐步下探。此外，在交互上，分析师指出，苹果MR头显很有可能使用眼动交互或手部交互。苹果MR头显会有通过外部摄像头追踪手部定位，以及通过内部传限器读取眼睛的相关数据。用户可以通过眼动交互来选择某个技钮、应用程序或者是列表项目，然后通过拇指和食指捏在一起的动作激活某个特定的任务。目前，苹果已经有至少3项专利涉及到眼动追踪技术，如通过3颗眼动摄像头完成眼动分析、如何处理眼动追踪中的数据过滤等。同时，苹果也有多项专利探索智能戒指、手指传感器、裸手交互等方向。同样定位生产力工具，苹果MR和目前市场上的Meta Quest pro有和异同？分析师认为，苹果头显在软件上和苹果生态融合更加紧密，甚至可能实现“浮空打字”这样如同科幻电影场景的炫酷功能。","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":652632970,"gmtCreate":1684478777290,"gmtModify":1684478778822,"author":{"id":"3466644954429116","authorId":"3466644954429116","name":"湜哥贼6","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"hat":"https://static.tigerbbs.com/0a8758340a08196056f8bc1e54805193","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3466644954429116","idStr":"3466644954429116"},"htmlText":"很不错","listText":"很不错","text":"很不错","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/652632970","repostId":1166716665,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":652897948,"gmtCreate":1684404111384,"gmtModify":1684404112573,"author":{"id":"4133192309283700","authorId":"4133192309283700","name":"老萬向錢看","avatar":"https://static.tigerbbs.com/b52020fa6e60f2a1baa81e20da141c15","vip":1,"crmLevel":5,"crmLevelSwitch":1,"authorIdStr":"4133192309283700","idStr":"4133192309283700"},"htmlText":"买买买🛍🛍🛍<a 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