Mark Gurman of Bloomberg said in the latest Power On newsletter that Apple will control the high-end AR / VR head display market in the future, and the launch of the first head display will allow Meta to benefit from it. benefit.
Mark Gurman believes that Apple is bound to take the AR/VR headset market on fire after launching its first headset. However, it is difficult for ordinary consumers to afford the high cost of US$3,000. Therefore, TrendForce previously predicted that the sales volume this year will be less than 100,000 units, and the total revenue will be less than US$3 billion.
Mark Gurman believes that although the sales volume of Apple’s first headset will not be very impressive, it will attract consumers’ interest in AR/VR by virtue of its ecological advantages. In the end, Apple will control high-end AR/VR headsets like the iPhone. Show the market.
Mark Gurman also pointed out that consumers who can’t afford Apple headsets will switch to more accessible products from companies such as Meta, which will increase Meta’s market share.
The content of Mark Gurman’s blog post is as follows:
Apple will dominate the high-end headset market priced over $2,000, while Meta dominates the low-to-mid-priced headset market.
Apple’s popularization of headsets will benefit Meta, and many users who cannot buy Apple headsets will choose to buy Meta products.