Guo Mingyi: WWDC 2023 is the "last hope" for Apple to boost investors' confidence in AR / MR.

CTOnews.com April 6 news, Tianfeng Securities analyst Guo Mingyi said in his latest blog post on Medium that Apple investors do not have much confidence that "AR / MR will become the next consumer electronic product", and Apple's upcoming WWDC 2023 developer Conference is the "last hope" in order to persuade and boost its confidence.

Image source: Guo Mingyi, a rendering produced by Ian Zelbo, indicates that investors do not have a strong confidence in AR / MR and lists the performance of competitors' products. The attached contents of CTOnews.com are as follows:

Sony has cut its production plan for PSVR2 Touch Show.

The cumulative shipments of Meta's Quest Pro products are only 300000 units.

The shipments of Pico, the largest head display brand in China, were lower than expected by 40% in 2022.

Guo Mingyi's conclusions are as follows:

There is not enough evidence to show that Touxian can become the next star product of consumer electronics in the foreseeable future.

Apple's launch may be the last hope of convincing investors that AR / MR headsets have a chance to be the next consumer electronics star.

The current market consensus may now overestimate the contribution of AR / VR headsets to key component suppliers in the coming years, especially those related to optics.