Guo Mingyi: Apple is well prepared for the release of AR / MR headers. Lixun and Gore are respectively for assembly and external power supply.

Thank you, CTOnews.com netizens. Hello, rabbit clue delivery! CTOnews.com May 15 news, well-known analyst Guo Mingyi said in a post today that Apple's AR / MR headset is most likely to be unveiled in the WWDC in June, and he thinks Apple is well prepared for the launch of the new device.

Guo Mingyi said that Apple will release the AR / MR headset at WWDC to benefit the stock price of Apple's supply chain. In the material cost of this new device, in addition to assembly (Lixun exclusive), the top 5 most expensive are Micro OLED display (exclusive by Sony), dual processors (exclusive by TSMC), chassis (mainly supplied by Changying Precision), 12 camera modules (exclusive by Gao Wei Electronics), and external power supply (exclusive by Gale). Taking into account the revenue and profit contribution to suppliers, Gao Wei Electronics is the biggest beneficiary because of its minimum revenue.

Guo Mingyi also said that if Apple's AR / MR headsets are released better than expected, headsets will soon become the most important new investment trend in the consumer electronics industry.

It is worth mentioning that CTOnews.com reported earlier that Oculus founder Palmer Rach posted a related tweet today that said, "the Apple head is really great." There is a lot of speculation that Palmer Rach has got the Apple device ahead of time and tried it out.