One of the key components of VR is the lens through which the user sees the display. VR lens is a high unit price component due to its high production difficulty.
Take Facebook’s Oculus Quest 2 as an example. The ASP of each Oculus Quest 2’s two lenses totals US$10–12.
The cost is approximately equal to 6-8 high-end 7P lenses for smartphones.
Currently, Facebook is the largest VR brand with a market share of more than 70-80%. Because Oculus Quest 2 demand is better than expected.
Therefore, Facebook VR shipments will reach 8-9 million units in 2021, and 60-70% of shipments will be in the second quarter of 2021.
The report also said that it is predicted that Facebook will launch a new VR device in 2022, which will be equipped with a higher ASP lens, and it is predicted that Yujingguang will obtain about 50% of the orders.
The report also predicts that Sony will launch a dedicated VR device for PS5 in 2Q-3Q22, which will be equipped with a higher ASP lens and 4 cameras.
It is predicted that Yujingguang will obtain about 50% of the orders for this new VR lens and camera lens.
In January of this year, Guo Mingchi also predicted that Apple’s first AR headset will be unveiled sometime in 2021.
But in March, he changed the forecast time to “mid 2022”, which is more consistent with today’s report.
Guo Mingchi’s report today also touched on the iPhone 13. He pointed out that Taiwanese lens manufacturers Largan and Yujingguang will start shipping iPhone 13 lenses from June.
However, Largan recently sent samples of the iPhone13’s rear wide-angle lens and rear telephoto lens samples that did not meet Apple’s tolerance requirements.
Therefore, Apple has requested Yujingguang to increase shipments and stop Largan’s shipments.
It is predicted that Yujingguang will be the exclusive supplier of rear wide-angle lens and rear telephoto lens for iPhone 13 at least in June.