Apple首款MR混合實境眼鏡 Vision Pro登場
Date: 2023-06-12
News Type:
新聞說明
Apple於6日凌晨舉辦WWDC 2023大會，發布首款MR混合實境眼鏡，命名為Vision Pro。售價為3,499美元，約新台幣10.7萬元，明年初上市。
影響分析
據TrendForce調查，受到疫情紅利帶起遠距交流需求，2021年是AR/VR頭戴式裝置爆發成長的一年。但在2022年面對整體經濟環境的挑戰，全球AR/VR裝置出貨開始下滑，衰退7.6%，數量約910萬台。2023年目前來看經濟前景仍處嚴峻，不利消費性市場復甦，且AR/VR尚未出現殺手級應用，如同ChatGPT對AI應用市場的刺激，因此預估今年AR/VR裝置市場將持續下滑，數量達750萬台。不過TrendForce對未來AR/VR市場仍持樂觀展望，預期至2025年應能看到市場明顯成長，且出貨量年成長幅度有機會近4成。
目前已知Apple Vision Pro採用的主板與軟板皆為台廠臻鼎供應，且預計明年初上市，因此最快可在第四季對台灣PCB產業挹注營收。然而從定價來看，Vision Pro應不是主打消費市場(當前市場主流價位介於200~400美元)，僅能吸引特定族群的青睞，因此判斷出貨量規模不大，對市場推動及營收貢獻的力道有限。預估仍需要二~三代的產品更迭才有機會將售價壓低至消費級別，也才能看到如Apple其他產品般的市場表現。
資料來源：TrendForce
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