atlanta wholesale costume jewelry Apple will launch AR glasses. Is there any chance for A shares?

slide tube jewelry wholesale A few days ago, foreign media said that Apple is entering the AR glasses market and is negotiating with potential suppliers. At present, a small number of Near-Eye Displays has been ordered from a supplier. Not long ago, Apple ... A few days ago, foreign media said that Apple is entering the AR glasses market and is negotiating with potential suppliers. At present, a small number of near-eye display (Near-Eye Displays) has been ordered from a supplier to test Essence Not long ago, Apple also obtained a technical patent about the amplifier map map. This technology can intelligently judge the lens to capture the view and provide a dynamic expansion reality map scene. It is reported that Apple wants to let AR want AR Glasses products are wirelessly connected to the iPhone, and pictures and other information are displayed within the perspective range of the user, which will use AR (augmented reality) technical content. Apple's layout in AR has gradually become clear. At present, giants such as Facebook, Google, Sony, Microsoft, and Samsung have all entered the VR and AR industries. Although Apple still keeps watching and questioning in the VR field, Apple has invested more attention to AR. Compared with VR, Apple is more enthusiastic about AR. The popularity of Pokemon GO has made many players come into contact with AR technology through the mobile phone for the first time. It also made Apple can't wait to use AR as the next new computing platform to promote the new innovation of iPhone to increase sales. As early as 2015, Apple acquired Metaio, a German AR company, and its global patent in the 171 AR field was also collected. In addition, Apple also acquired Flyby Media. It is said that the company's technology can make the smartphone "see" the surrounding world. In addition, Apple has also acquired many AR related companies, including facial recognition company Polar Rose, sensor manufacturers, and 3D face mold production and action capture software Faceshift. And these acquisitions and layouts are gradually clear. Apple wants to connect the iPhone with AR glasses as a carrier, and use VR technology and content as a big selling point for the future iPhone. Cook mentioned in several public remarks that Apple will add AR functions to iPhone software and app store, add AR hardware to the new iPhone, such as 3D sensors, and open the AR platform to developers, and then release one again AR products (such as AR glasses). It can directly transport all AR applications tailored by the iPhone, and a new application ecosystem based on AR technology may be because of this. Although Google, Microsoft, and Facebook are also vigorously deployed in the VR field, Apple also has related actions in the VR field. But from the current trend, these giants seem to think that AR is more promising than VR. Compared with VR, why is Apple more valued AR? VR is allowed to completely immerse users into the virtual world generated by the computer, while AR adds the image and digital information generated by the computer to the real world. Apple currently values ​​AR more. On the one hand, the popularity of Pokemon Go let Apple see the scene and future of AR technology application. In Apple's view, if the combination of AR hardware and smartphones, it seems more imaginative. On the other hand, it may also be related to Apple's competitiveness in the field of AR and VR. Facebook, Google, Samsung, Sony and other giants have been deeply cultivated in the VR field, although representative products such as Oculus Rift and HTC VIVE, Sony VR of HTC VIVE, Sony VR are currently not very popular in terms of market sales and market response, but at least in terms of technology In terms of industry standard formulation, the first opportunity has been obtained. At present, most of the PC VR heads are mostly used in Oculus DK1 open source algorithms. Most of the standards for glasses box products come from Gear VR models. To some extent, manufacturers such as Facebook, Samsung, Sony, and other manufacturers are determining the brand advantages and technology to accumulate advantages and status in the VR field. Apple's layout and accumulation in the VR field has lagged behind competitors. In the AR field, although many giants have also invested more resources, Google's first generation of glasses is a masterpiece of enhanced reality technology. HoloLens launched by Microsoft can represent the highest level of existing AR technology. No one manufacturer occupies an absolute advantage in the AR field, and Apple may still grab the opportunity. Apple is savvy. Before the underlying architecture and basic development of an industrial chain mature, Apple will not rashly follow up. Relatively speaking, the VR industry has not been systematized in hardware, content, or the bottom layer. The resolution, display frequency viewing angle, weight, etc. of the output equipment side are not high enough. The industry standards have not yet been determined. The demand and profit model is still to be excavated, and the risk of rashly cutting into the VR industry is very high. However, in the AR field, the relevant industrial chain behind it, from the underlying platform and technology, hardware, content, and industry application composition have gradually developed. Pokemon Go's AR game has been developed. To some extent, AR's commercial foundation has been possessed. From the perspective of gameplay, the augmented reality is more suitable for smart phones than virtual reality. Augmented reality allows people to interact with real worlds in a new way. This is also something that smartphones are good at, including driving navigation, games and AR social and photo sharing. In the same field, combined with smartphones with good prospects. Of course, the most representative AR game is naturally Pokemon Go, which is popular all over the world. Now that Cook's participation in reality enhancement development boom may be more quickly follow -up and layout by competitors such as Google and Microsoft. Microsoft has launched HoloLens, a reality enhanced equipment, and Google is promoting the TANGO reality enhancement platform. The future layout of these giants in the AR field may accelerate. To some extent, Apple connects iPhone by developing AR glasses, which meets Apple's current technical reserves and strategic planning. AR can bring a cooler sensory experience, and the cost is relatively low. The application of AR technology may be the application of AR technology. Bring more revenue to the Apple software ecosystem. For example, during the game, players can use Apple Pay to buy virtual currency for AR games. In addition, according to relevant reports, the technical patent of Apple's technical patent of the amplifier reality map can provide user instant image analysis. In AR images, the streets, merchants, and distance information that can display the surrounding environment around the user can display the surrounding environment. For example, open the map application and target the camera to a cafe. The glasses screen will display the virtual menu or daily discount event of the cafe. The imagination here is that AR can expand more offline merchants for Apple and develop new business The pattern can even promote the growth of Apple Pay tiers. But at present, Apple's popularity to promote AR glasses is also facing many difficult problems. On the one hand, application developers If you follow up the iPhone's AR application development on a large scale, this requires Apple to archite the corresponding AR platform and development. Tool packages, Apple needs to be improved in infrastructure of the underlying system. On the other hand, the production and shipment of AR glasses hardware, the cost and quality control of the product, and the quality test requirement of Apple to screen for high -quality suppliers, ordering enough components for mass production. At present, Apple is not ready in this regard. In addition, generally cut into a new field, the problem of quality control is a big problem, which requires a long period of running in between Apple and suppliers to occur in order to occur. If the iPhone is connected with AR glasses, it will face the problem of easy portability and application scenarios. On the one hand, whether AR glasses are suitable for moving scenes anytime, anywhere. From the current status of AR glasses, it is bulky than ordinary glasses. Many, users need to attach glasses to support operations to reduce the convenience and user experience of operation. In addition, AR optical devices still have poor experience in resolution, vision technology and other aspects. At present, there are two main technologies to achieve 3D nearby eye glasses: (stereo) and Light Field (optical field). The biggest problem of three -dimensional is that it is impossible to achieve active selective focus, and it will appear dizzy for a long time. Secondly, due to the manufacturing process, it provides a problem with high costs of high lenses and low yields, and the performance effect of AR hardware is limited by the current battery technology, and the battery technology breakthrough has always been difficulty in the current industry. We see that HoloLens launched by Microsoft in 2015 can represent the highest level of existing AR technology, but there are also many defects such as the narrow field of view, delayed switching scenarios, poor comfort, and battery continuity. It has never announced the sales of HoloLens devices. On the other hand, Apple's hardware prices are generally not cheap, and they will not be attached. In addition, the cost of nearby eye glasses is high and the yield is low. Later consumers continue to wait and see, which affects the sales of the new iPhone. Regardless of the AR prospect: It's time for Apple to make an attempt and change of innovation. Although this is the case, Apple must try it. The current problem that Apple is facing is that it is urgent to improve the current image, which is to make everyone think it is still cool. Many people talk about the changes made by the iPhone over the years. In fact, it has lost its original cool image. It is no longer as magical as it was at the beginning. The iPhone is no longer a fun product, but just a necessary product. Apple's previous financial report showed that iPhone sales fell by 30%year -on -year sales in Greater China. At present, the slump is already obvious. Guo Mingchi, an analyst at KGI Securities, believes that Apple's sales will continue in the future. Therefore, it is inevitable to explore and add more black technology. It is inevitable from software and services to create a higher proportion of revenue, but the most important thing is that Apple needs more innovative products to drive sales growth. From the current point of view, AR If you are combined with the iPhone, you can have both software and hardware income. But for the current user expectations, if Apple's gameplay on the iPhone is not cool enough or many experiences, if the experience is not cool enough or there is a lot of experience, it may be identified as a gimmick for forcibly manufacturing, or may repeat the Apple Watch's mistakes. If Apple wants to give the iPhone a second spring, then it must be positioned for AR's gameplay, not just products based on the pressure of the outside world for innovation. In addition, Microsoft Google Facebook and other manufacturers are frequent in the AR field. Apple will wait and see again. May miss the opportunity. Although the sales of the iPhone are correct through the elements of AR, although the sales of the iPhone are correct, it can be seen that it is still facing many industry difficulties. At present, most AR hardware and solutions are still in the development stage, and many links in the AR industry are also in the development period. In addition, most of the AR gameplay should be based on the positioning of geographical location. As mentioned earlier, open the map application and point the camera to specific merchants or locations. The screen will display virtual menus or daily preferential activities. In the Chinese market area, it is also a problem that Apple needs to face whether the map -based gameplay is limited. Apple has always been unwilling to be the first adopter to eat crabs, but the situation is stronger than people. If Apple wants to rely on slowly upgrading to maintain the status quo, the future will become worse and worse. With the Android camp's mobile phone experience and innovation and Apple, Apple The gap is reduced, and there are not many cards in Apple's hands. Although there are great risks in the AR industry, there are many uncertainty in the future, but there is still a certain imagination space in the expansion of the gameplay experience innovation and the expansion of the business model. It is also Apple. Break the road that is worth trying in the iPhone sales.