Guo Mingyi: investors are more interested in when Apple will launch the ChatGPT competition, rather than the AR

CTOnews.com, June 5 (Xinhua)-- Apple will unveil its virtual reality and augmented reality headsets at the WWDC conference in the early hours of tomorrow morning, but analyst Guo Mingyi said investors are more focused on Apple's AI-related business.

Mr. Guo said on Twitter on Sunday that his recent discussions with investors showed that they were more interested in when Apple would launch a service similar to ChatGPT. Guo Mingyi said that in the long run, the key to the success of Apple's AR / MR headset lies in its high integration with AI / AIGC. If Apple's AR / MR headset is released successfully, it will have a huge impact on 3D interaction design and 3D computer images (just as ChatGPT is for AI / AIGC).

Guo Mingyi believes that if Apple's headset can exceed market expectations, it will benefit the share prices of Apple and its major suppliers. In addition, due to the limited contribution of headsets to suppliers' revenue and profits over the next two years, the AI business has more potential. He cited Nvidia's second-quarter earnings expectations that significantly exceeded market expectations as an example to illustrate investors' attention to AI.

Guo Mingyi said that if Apple announces the launch of AI or AIGC services on WWDC, it will help to continue the current enthusiasm for AI investment. If Apple has higher hardware specifications for the AIGC, it may also lead to an increase in the demand for hardware replacement.

Apple's WWDC23 keynote speech will be held at 1 a.m. Tomorrow, when CTOnews.com will bring the latest report.