知名分析師爆料！
知名分析師郭明錤5月15日發文稱，蘋果AR/MR頭戴設備可能會在6月WWDC亮相，蘋果已經對發佈此新設備做了充分準備。其表示，若蘋果AR / MR頭戴裝置發佈優於預期，則頭戴裝置將很快成爲消費性電子產業最重要的投資新趨勢。蘋果將於WWDC發佈AR / MR頭戴裝置有利於蘋果供應鏈股價。值得注意的是，蘋果MR頭顯預計將在9月量產，最快秋季送到用戶手上。
據瞭解，蘋果今年的全球開發者大會已確定將於北京時間2023年6月5日至9日舉行。而據郭明錤透露，從新款設備的材料成本來看，除了組裝(立訊精密獨家)之外，最貴的前5名分別是Micro OLED顯示器(Sony獨家)、雙處理器(臺積電獨家)、機殼(長盈精密爲主要供應) 、12顆相機模型組(高偉電子獨家)、與外部電源(歌爾股份獨家)。若考慮到對供應商的營收與利潤貢獻，高偉電子(01415)因營收規模最小或爲最大受益者。
蘋果MR頭顯內部將有不少從iPad平臺移植過來的VR/AR應用程序。消息人士稱，用戶可以通過新的3D界面直接訪問數百萬個應用程序，這些應用程序主要由第三方開發。該MR頭顯還會支持一些基礎的蘋果辦公軟件應用，如文字程序Pages、表格程序Numbers和幻燈片應用程序Keynote，以及用於視頻和音樂製作的iMovie和GarageBand。
據稱，與蘋果其他大多數產品相比，這款頭顯屬於是“實驗性的”和“非常規的”產品，定價約爲3000美元，並配有外部電池，續航時間在兩小時，FaceTime、Apple Fitness+ 和遊戲可能是這款頭顯最主要的三大應用領域。
值得一提的是，蘋果知名爆料人馬克·古爾曼(Mark Gurman)4月16日重申：2023年的全球開發者大會是“一個預示後iphone時代的契機，同時使現有設備更具吸引力”。其認爲，通過新的MR頭顯，蘋果正在爲未來跳出iPhone和iPad時代做準備。
分析師指出，蘋果MR將是蘋果公司有史以來設計最複雜的消費電子產品，大量前沿技術的應用將加速產業鏈公司創新進程。蘋果MR或將成爲頭顯行業的遊戲規則改變者。
據媒體報道，蘋果並不期待這款 MR 頭顯在發佈後第一年就賣出很高的銷量。但市場人士分析認爲，它作爲蘋果的“下一代計算平臺”，必然會是蘋果未來幾年收入增量的重要來源。包括它在早期投入市場後用戶反饋，也將大大影響資本市場對蘋果未來業績的判斷，就像過去兩年的 Meta 一樣。
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