Zuckerberg released a $499 MR headshot, Apple Tree Meta Peach Picking?

Eastern Timeninemonthtwenty-sevenDay,MetaAt the developer conference, Zuckerberg released the latestQuest3Head display, smart glasses, andMetaAIChat robots, the most important of which is undoubtedlyQuest3Head display.It should be noted that the sales of Quest2 have exceeded 18 million units, making it the most successful product in the VR head display field

Eastern Timeninemonthtwenty-sevenDay,MetaAt the developer conference, Zuckerberg released the latestQuest3Head display, smart glasses, andMetaAIChat robots, the most important of which is undoubtedlyQuest3Head display.

It should be noted that the sales of Quest2 have exceeded 18 million units, making it the most successful product in the VR head display field. However, Quest2 itself still has problems such as poor display performance and lack of rich content ecology. Many users put it aside after trying it out. It seems that VR is not yet a market that can be quickly opened up.

Quest3If in one sentence,Quest3Equivalent to an appleVisionProWhy do you say that about the affordable and reduced version?

appleVisionPro6month.VRVisionPro3400PPIR1125AR.

At that time, I proposed that,VisionProMany of its features will definitely become industry standards and gradually emerge in various fieldsMRIn the device.

Quest3.Quest3XR2 Gen 2Quest22064 x 220830%Pancake30%.

1218PPIVisionPro.MetaQuest2Quest3Quest2Quest3.

More importantly,Quest312VisionProVisionProQuest2.

3DQuest3VisionPro.

VisionPro34ninenineQuest34ninenine.In the face of such a large price gap,Quest3Even if the performance is slightly weak, it still has a strong attraction, withQuest2The pearl jade is in front, and the experience has greatly improvedQuest3It has great potential to occupy a considerable market share.

So, besides Meta's own development, what kind of impact will this have from the perspective of the evolution of the MR industry?

It is foreseeable that there will be more in the futureVRManufacturers adoptQuest3Follow the path of low-cost accessories and relatively few hardware configurationsVisionProMake variousMRInnovation.

That is to say,appleVisionProHaving set an industry benchmark and performed exceptionally well, it is likely to bringMRThe spring of the industry, however, market share may be lostAffordable reductionDivide the route among friends. Now it seems that,MetaIt may be the first to benefit, but it won't be the last.

Just like the iPhone, although it has led the trend of smartphones, it will not monopolize the smartphone market, and more and more followers will emerge.

VisionProVisionPro13OLED700Quest3apple.

More importantly,MRThe competition among manufacturers has brought about another very positive industrial impact, which is caused byMRLeading a new round of software and hardware performance growth!

apple.

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The interaction mode of MR hardware is different from that of mobile phones, resulting in more new hardware requirements. For example, chips need to have stronger graphics processing and multi-sensor data processing capabilities; And the VR display screen is closer to the eyes, which requires a clearer screen than a mobile phone; It also requires the cooperation of multiple sensors to achieve physical interaction and the combination of virtual and real.

That is to say,Not only has there been higher requirements for performance improvement, but there has also been further expansion in the variety of components, which gives more room for performance improvement.

appleVisionProMetaQuest3MR18month.

This means that,MRThe maturity of hardware has paved the way for software application innovation, targetingMRThe application innovation space of the platform will also continue to expand, which is beneficial forMRThe application entrepreneurs in the field are a great opportunity.

As we have seen before, mobile phones have accelerated the evolution of related technologies and spilled over into other fields; Similar things are happening in the electric vehicle industry today; In the future, the technology platform that accelerates technological change and spills over may beMR.

(Wang Yuquan is the founding partner of Haiyin Capital)


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