投稿
  • 首页 >  人工智能 >  智能影像

    • MR行业：或将接棒智能手机开启未来消费电子新篇章-231017（38页）.pdf

    薪酬网 • •  智能影像 • 阅读

    定制报告-个性化定制-按需专项定制研究报告

    行业报告、薪酬报告

    联系：400-6363-638

    • 《MR行业：或将接棒智能手机开启未来消费电子新篇章-231017（38页）.pdf》由会员分享，可在线阅读，更多相关《MR行业：或将接棒智能手机开启未来消费电子新篇章-231017（38页）.pdf（38页珍藏版）》请在本站上搜索。 1、!#$%&()*+,-.*/01234 MR!#$%&()*+,-./01234567 !#$%!#$%l!#!#2023$6%&()%&()Apple Vision Pro*(+,-.*(+,-./0/0AR/VR12+,34567812+,3456789:9:;!;!Vision Pro12?AB=!12CDEFGH12?AB=!12CDEFGHAR/VR+,IJ.KLMN+,IJ.KLMNOOAPAPQ!12RSTU=V+,WXYZ#912=F_a912NbAPbAPQQ!KcFGdH+,efg(=h_ijklmnopCqrstuNvw!CKc=Gxy12zqrs|1=SijkzN91z2、FGvw!CSijkl12Cz=qrs;zqK“”N l AR+,|=-jC Gxy(N+,|=-jC Gxy(N YOLE=AR G 2021$C 103-2026$C 4123-=CAGR109%N AR r|+,=IDC 2025$=AR G 400-=or|+,N AR XC“=AR Gw12N/012Yj=/012Yj=j&Nj&N l!4mn=ylyGf!4mn=ylyGf y=!Sf$mnNy=!Sf$mnN$!4Sy-=Vision Pro CCmnNy=y=!2017$=!vw#Cz Vrvana=qrs!mnC)cN l#$f%&C=#$f%&C=!Vision Proff3、!Vision Pro(D)*+Z=,-12 69.C/01=56%&2 1*LiDAR2*34568%2*IR 78%9=:;?A;BCDlyEFoN l!Vision ProGMHIJGMHIJMicro OLED Wellsenn XRCK=CK=Vision ProCLMHINCLMHIN1500OPOPhNHIQ:ZC:hNHIQ:ZC:2RRMicro OLED=HIN=HIN700OP=ijSTU=Q:HICOP=ijSTU=Q:HIC48%NN:VW 4K=/0+,XYCZ Micro OLED z/8K C12N/0 Micro OLED _=Micro LED Q:ab=94、c Micro LEDdefgf6mnhi=jkzl1de 3-5$N l mnDomnDo Do-.pqrs2Micro OLED 9 tuvw2xjyz9|2)9 29 l !MR()_A=we_A=mn(_A Table_StockNameRptType !#!#/68&()%*+&()%*+!#$%2023-10-17 KK66300:+:+Table_Author:Q:Q&()*%S0010523060001+,% -40%-20%0%20%40%10/221/234/237/23电(申万)沪深300Table_CompanyRptType1 !#$%&()*+,-.*/01234 5、2/38!#$!#$1-.-.MR/0123456789/0123456789.5 1.1:;-.?A-.=BC:;-.?A-.PQARSTU3-.VW1NO67PQARSTU3-.VW1VISION PROXYXYVRZ_Z_.9 1.3.1abcdabcd.9 1.3.2efcdAghijklmnoefcdAghijklmno.11 2 ARapqrAst=uvapqrAst=qA.15 2.2.2 META QUEST PRO|qrA|qrA.18 2.2.3 PICO 4 VR|qrA|qrA.21 3 MRwxPDE%ZPDE.22 3.2“%ZP”bGDEADEF“%ZP”bGDE6、ADEF.26 3.3%Zb%Zb.31 3.4%ZA%ZA/EE.34%.37 Table_CompanyRptType1 !#$%&()*+,-.*/01234 3/38%&#$%&#$-1-.-.MRDEiDEi.5-2AR/VRDE45ALMDE45ALM2023Q1.6-3AR/VRDEDE2023Q2.6-4 YY145st45stVRDELAfuvDELAfuv.6-5-.-.10gY“670MgY“670MARRSRS.7-6 AR/VRDEDE202145LM45LM.8-7 2022Q2-2023Q2 AR/VR45G45G.8-8 IDCuuAR2021-2025.8-97、 YOLEuuAR.8-10 AR;s1At3sA;s1At3sA.9-11 2026CCARDEDE.9-12abcdabcdVRDEA=DEA=.10-13 XRDEabcd”DEabcd”.10-14abcdRS“A-abcdRS“A-.11-15 APPLE VISION PROcdcd.11-16 VRVANATOTEM=abcd|abcd|.12-19-.afcdPQ-.afcdPQ.12-20 VISION PROabcd|abcd|.13-21-.afcdPQ-.afcdPQ.13-22 VISION PROabcd|sabcd|s.13-23 VISION PROabcd|a8、bcd|.13-24 ARno“no“.14-25 ARapsfapsf.14-26HOLOLENS2qrqr.14-27 HOLOLENSlh!qrlh!qr1.15-28 HOLOLENSlh!qrlh!qr2.15-29 ARDEDEBOMzqrzqr.15-30 ARDEz#$V%&l()DEz#$V%&l().15-31-.-.MR VISION PROzqzq.15-32-.-.M2*+*+.15-33-.-.VISION PRO A,fA,fBOMqq.16-34-./0uv-./0uv.17-35 MICRO OLED11MICRO LED2uv2uv.17-36 2022AR9、3=/0“3=/0“.18-37 META QUEST PRO BOMs4*+qrzs4*+qrz.18-38 META QUEST fs4,fyfs4,fy.19-39 QUEST PRO 2 VS QUEST PRO=uv=uv.19-4055XR*+=6i*+=6i.20-4155XR2+7878.21 Table_CompanyRptType1 !#$%&()*+,-.*/01234 4/38-42 PICO 4 VR9:z9:z.21-43 PICO 4*+;*+;.22-44=4?8fwxRSDEA4?8fwxRSDE.23-46kk2019-2023H1.25-47QAQA20110、9-2023H1.25-48sByzsByz2022.25-49=CQD=CQD2019-2022.25-50OLED?8wxRS1E/HI?8wxRS1E/HI.26-51“=“=.27-52“s=AFBG“s=AFBG.27-53“HIJKLC“HIJKLC.27-54“=bGDE“=bGDE.28-55“MNOPQfsMN“MNOPQfsMN.29-56“k“k2019-2023H1.29-57“QA“QA2019-2023H1.29-58“sByz“sByz2022.30-59“=CQD“=CQD2019-2023H1.30-60“1ER“1ER.30-61=.31-62sSRATUs11、SRATU.32-63/IVW/IVW.32-64kk2019-2023H1.32-65QAQA2019-2023H1.32-66sByzsByz2022.33-67=CQD=CQD2019-2023H1.33-68E/XkE/Xk.33-69=.34-70 YZY/I8 YZY/I8.35-71 k k2019-2023H1.35-72 QA QA2019-2023H1.35-73 sByz sByz2022.36-74=CQD=CQD2019-2022.36-75 YZY/I8 YZY/I8.36 Table_CompanyRptType1 !#$%&()*+,-.*/01234 5/3812、 1!MR#$#$%&%&()*+,-()*+,-1.1,-./01234567./01,-./01234567./018989!#!#2023$6%5&()&()Apple Vision ProX6*(+X6*(+,-.N,-.N!J“”a=Apple Vision Pro Gl)=app%aC=dJC 3D DE=hJCKN-1-.-.MRDEiDEi 5678936Kr:;/012?/0zj|_(=SmnCr-a=|y:a)Emn=Zw1“”“1”“”EICDE=zjC(NRROculus Quest2r8=V12#r8=V12#EhiEhiNNMeta;(C(CReality Labs13、2022$4$4137O=:O=:2021$C$C102Oqrs|=a$COqrs|=a$CQuestWWh(ENh(EN AR/VR12+,34567812+,3456789:9:;=;!+,!Vision Pro12?A12?ABB=!12CDEFGH=!12CDEFGHAR/VR+,IJ.KLMN+,IJ.KLMN IDC()C TOP5 AR/VRP=AR/VR34578;w50%NC6L wellsenn XR Cyl=2023$78 VR 144-=9:;37%N;,QMeta quest2 12=Quest proX:“=Meta 1a;78IJ12WPSVR2 _AEN:Q:Q14、78+,VR 1a 12-=9:;65%8+,VR 1a 132-=9:;33%N:,Q:,Q78 C”+,128-=9:;40%=B”+,16-=$9AN+,VR 1a C”7-=9:;75%=B”5-=9:;/012?56789wellsenn XR:=/012?OAP!12OAP!12RSTU=V+,WXYZ#912RSTU=V+,WXYZ#912=F_a9=F_a912N12NApple Vision Pro micro OLED=z 4K:VWN9rDvC MetaQuest2 l Meta Quest Pro r Pico 4 Pro E12WX:;3699=8288 l 379915、N!GxC Vision Pro 12S+|N-4 YY145st45stVRDELDELAfuvAfuv 56789AUDIO:=/012?Table_CompanyRptType1 !#$%&()*+,-.*/01234 7/38 bAP=!KcFGdH+,efg(=h_ijkbAP=!KcFGdH+,efg(=h_ijklmnoplmnopCqrstCqrstuNuN!I AR mnl=mnzp=S|C AR(NJ 2010$h=!AR=,AR(l AR NvwKC)clmn=!AR SzN2017$=!#WWDC17 x AR(AR Kit=#|C DH|C AR(Nvwvw!CKc=16、Gxy12z!CKc=Gxy12zqrs|1=SijkzN 91zFGqrs|1=SijkzN 91zFGvw!CSijkl12Cz=qrs;zvw!CSijkl12Cz=qrs;zqK“”NqK“”N-5-.-.10ggY“670MY“670MARRSRS _ sBsBa abcRSbcRSa a:“:“defghdefgh iejkiejk lmnmompqrWstuGAvYwRSx:H yzkh|hkdee A gk yy lmnom *BCN1fCdhkkjkdhkkjk lmnonn“”l k dhkkjk l|k|k kefekefe lmnom G$he RSkgekge lmn17、 omgYwv 3-.yi;RSgkgk lmn ompqfbRS3RS-x:-.ye ff kgkg lmnomn/|je RS-%sDEgZekek lmnomnQ”RSusf-H3rkjekje eeheeh jh|kjjh|kj lmnom3acdADE3|f|j i vDE/abdRSikgkikgk lmnonmRS-.efuGVbi-jgkjgk kefekjkefekj lmnonn/l3?5zyegyeg lmnoms“%p+zkhgfzkhgf lmnonmzkhgf RS“1+AWsAY36z yi kgkg lmnponmkg bRS-AMNkk ii lmlmom k18、i jA m gR i PQRS3P9 i 3vAzgkjzgkj lmlmom ee i 3c ee NsAno4YHR!V”hghg lmlom#A(!#$%&()*+i ap3hg e,D-A-.:56789AB:icspec:CDE:FGH:TechCrunch:Mac1.no:IJK:=/012?1.2 AR:;?7ABCD:;?7ABCD ARSS10=!#=!#2012$W$mK+,=/0$W$mK+,=/0Meta Quest%+QW&r%+QW&rNN#2012$()z=GovLm(0q)vL=VXZ*=94+O(I=,4+,s;-N2015$AR./Pokemon GO0C19、x1Y*(+,AR C-.N/0/0Meta%+QW&rN%+QW&rN IDC CK 2023$Q2=Meta C VR1212Q:50.2%=Sony+,QSW34=27.1%=5z6yC Pico VR12+,QSW 9.6%N Table_CompanyRptType1 !#$%&()*+,-.*/01234 8/38-6 AR/VRDEDE202145LM45LM-7 2022Q2-2023Q2 AR/VR45G45G 56789IDC:=/012?56789IDC:=/012?AR+,|=-jC Gxy(N+,|=-jC Gxy(N YOLE=AR G 2021$C 103-20220、6$C 4123-=CAGR 109%N AR r|+,=IDC 2025$=AR G 400-=or|+,N-78C_=XR H3)CIal=Meta9l”(p:(J2=!CKcF4C;3N ARXC“=XC“=ARGw12NGw12NAAR 1aXZ*=;|C+,2|rDvZ 2295 OP9 HoloLens2XZ 27400 9 NV12=lCe?lICHI;=AR1aWXGs;N Strategic Analytics C=AR WXG 2020$C 800 OP;2026$C 500 OPh;=“#500 OPCK1aGH+,=Y 500 1000 OPAYN-8 IDCuuAR221、021-2025-9 YOLEuuAR 56789IDC:=/012?56789Yole:=/012?ARj,:=/012Yjj,:=/012Yj=j&N=j&NBj=CDE!AR tHFOculusDPVRPicoSony其他0%10%20%30%40%50%60%70%80%90%2022Q22022Q32022Q42023Q12023Q2MetaSonyByteDanceDPVRXrealHTCOthers0%20%40%60%80%100%120%140%160%180%200%0102030405060702021202220232024202520262027消费级行业级YoYTa22、ble_CompanyRptType1 !#$%&()*+,-.*/01234 9/38 CGH:IJ AR nNKL=|CL DHL G AR%GM)=#GGH:INl1W 15%wOPSQRSTU9V 2.4-HoloLensWvX,mnWvX,mnCiCYY=GhZCiCYY=GhZ2fgChiOfgChiO20:N:Nj=.CZ,#AR zLao*l&r_/Fo=aFoG%by”.cd.eyfE app 3(r%AR”gjN!#hC AR il AR.cEovf=jklhmnW+d.leyopj+qrstuvN-10 AR;s1;s1At3sAAt3sA-11 2026CCARDEDE23、 56789Yole:=/012?56789Strategic Analytics:L=M AR NOPQRSTUVWX=/012?1.3EF+G4HI7JKLMN./OPQEF+G4HI7JKLMN./OPQvision proRSRSVRTUVWXYZTUVWXYZ 1.3.1$w5C1xa&Cy=syzy$w5C1xa&Cy=syzy12(12(zIzI=|Pvw!|mnp=|Pvw!|mnpNN2016$#Eye Fluence=|GMmnmn 2016$BmnIB FOVE=,4C VR 12mn9$2016$=p()Magic vH Tobii ymn2018$Tobii lZv=24、845VR rDviymn2018$Magic Leap()Magic Leap One MR=y 2019$HTC Vive xJyFoC Vive Pro Eye 2020$CES=Pico()yC Neo2 Eye VR rDv 2021$x Reverb G2 y1a2021$Pico()yC Neo3ProEyeVR rDv2022$TU)yC PSVR2N yy=!Sf$mnN=!Sf$mnN2017$=!ymn(S Senso Motoric Instruments2SMI9=|6y:S 30 N2017$=!XYGyFoj#Face ID=hfCN$=!4Sy-=Vision 25、ProCCmnN 低于500美金500至1000美金高于1000美金Table_CompanyRptType1 !#$%&()*+,-.*/01234 10/38-12abcdabcdVRDEA=DEA=/0/0a a=“i;RSX?3sacd i ABlmnlmn/0TC g eDz e abcdRSlmnlmn kkhkkkhk EE/FGHIJKeLkgkikkhRS3MM#$-NON3lmn P gkee QR|f|j STl lmnmn kjeeehjh|kjUV i ap|31afcd“HMEW3.XE1afcdYvv“HXk7 lmn 3 Zv Lk D-afcd/7 lmn-.26、37-.i apE/RS6lmnlmn eqr15:3e W_ i abcdRS3AaI%no9JK lobc oeade oobapntlmnlmn gkgz/0 gkgzki ap36abcdlmnlmn efekj/f i(6z“3.3abcdgP9Nh91j5iD3jkA-Nlmnlmn ll “m3nIh!6abcdlmnplmnp o/0G i mn3pmn A pmn31po:3q5rabcdlmnplmnp/0 efekjl36abcdRSl lmnpmnp Lks:tu3abcd Lkdhekl lmlmmlm de/0tuabcd kelki l lmlnmln v:ikL27、khwl abcdl lmlnmln de/0tuabcd kedheki 56789YZK:=/012?hhTobii=?CmniS=?CmniSCx_(Cx_(/0Cym/0CymnNnNy!y/0v5rl9tHN5r(785_(HU=y/0v“”CZ:VW0=1!f=zUxC*=,E.C-lUN-13 XRDEabcd”DEabcd”56789Tobii:VR:=/012?Table_CompanyRptType1 !#$%&()*+,-.*/01234 11/38 -14abcdRS“A-abcdRS“A-abcdRSabcdRS RSrxRSrx-V=y*-VHabcd7gkgzek28、fkjeyzzfk7FG(FG(FG-CH6yz3-NFGGYHabcd7gfkgz”VY”=f|=7ua5h-ua5h-NxNx noQyua5hBloQ5?ua5hgkee7FG|wFG|w GbzI1FG3FGuk|3flFG|wSBaOb“7gkee|7G|wG|w G3.1a5/G-G|7:“1GxUGx5V3|wM3”lG|wSBaOb“7yg7 56789YZK:=/012?!Vision ProFGFG-&-&NNOSMc#&)!71 J=_ Apple Vision Pro-C“Glint-Assisted Gaze Tracker”2-9CN!VR/AR 1xa&2HMD929、-ClN!./01“rC0hKlx=KL!HMD&Cr6Ff6/012?1.3.2_7abcdefghi7abcdefghi 2017$=!vw$=!vw#Cz#CzVrvana=q=qrs!mnC)cNrs!mnC)cNVrvana#/01C AR 9E9=9 HoloLens vZC#mfCa&Na:=Totem Sf=oz;tCcgy=Zs1ao VR l AR?qC“-”N Table_CompanyRptType1 !#$%&()*+,-.*/01234 12/38!FGvw!FGvwlA;zCJlA;zCJ=FF;=)K=FCey=zCN;=)K=FCey=zCNC=C=!rr“”30、x=x=8N|=p8=HCN8N|=p8=HCN-16 VrvanaTotem=/012?56789_abc:36Kr:=/012?!=z12fIfNL!=z12fIfNL04W0:VWZy04W0:VWZy(HDR)ENENVision Proqr%Nqr%N0 Quest2HoloLens!#|=ZeqNVision Pro vw)#A;C/01=hh;C=hqNyC=;!CDEN-18 Vision Proabcd|abcd|-19-.afcdPQ-.afcdPQ 56789;/012?56789PatentlyApple:=/012?Table_CompanyRptType1 !#$%31、&()*+,-.*/01234 13/38!Vision Pro(D(D)*+Z=)*+Z=,-,-1269.C/0169.C/01=56%6%&2&21*LiDAR2*34568%34568%2*IR78%78%9=9=:;=:;?A;BCDlyEFoN?A;BCDlyEFoN56/014H 3D/0v=/01#Vision Pro C!zFo=#xt_?N 56/018=Sr/01 5;/01h_564H True Depth/01C/01NCCVRG/01G/01FOV=Z9FD0=rb=DEZ9FD0=rb=DENN Vision Pro S 6 SLAM+/01=S5;C/01“”C32、_N8=S5;C/019 SLAM lN5?;A;N=!;K578 LED qN-20 Vision Proabcd|abcd|-21-.afcdPQ-.afcdPQ 56789;/012?56789PatentlyApple:=/012?-22 Vision Proabcd|abcd|ss-23 Vision Proabcd|abcd|56789;/012?56789;/012?ghinoghinoARYno87Yno87 VR EW-AEW7v AR apno e,e81abcd“35-.Hno“-?.3ghino AR YnoM8H7?u VR 3AR”3”AR apnoe8s31e A33、R 72024 Meta/0 2-AR apEe3-.14e,le-ae6lwxRSwxRS NNNNbN*nono _B_BBB$5$55nono RSzRSz 55$56789VR:=/012?2 AR./012345678./012345678 2.1 ARjklmnopjklmnop ARapshlAapshlACPU-NIx-NIxAFsh!7AFsh!7h!-.y3W AR apqr-Nl=Mh!7-N*+s SoC3 AR jk:jN636AnoRS3sts-.A893-N*+67 AR apG$7”3h!stWi-Fi ARS3MFd3Y6$Pj:b AR ap7 AR DEl34、z3 pAy/3p;%stRS“3“Micro LED 73Yzst7l“3gGdBCSLAMDnoe8uGA#3jl-A GPS3gYHiBC7-25 ARapsfapsf-26HoloLens2qrqr 56789StrategyAnalytics:=MLAR NOPQRSTUVWX:=/012?56789de:=/012?ARlRSsnowx3lAlRSsnowx3lASLAMN4st7N4st7;AR apbsl3=olnoRS/I3 TOFtime off lightA LiDar z AR ap7 HoloLens 2 3fdf 4?z3abdf 2 IR?3j RGBA ToF 35、l SLAM Nhy7 Table_CompanyRptType1 !#$%&()*+,-.*/01234 15/38-27 HoloLenslh!qrlh!qr1-28 HoloLenslh!qrlh!qr2 56789ResearchGate:=/012?56789ResearchGate:=/012?ARapapBOMzs hAp=fz7zs hAp=fz7Yole-3hAp+AR ap BOM(wxzf3z 30-50%3Azz 30-40%3pAsz 10-20%7;3#$zes#$hv3#$N3j“4#$*+zzYb-7”kh*+D-Ah1R#7-29 ARDEDEBOMzqrzq36、r-30 ARDEz#$DEz#$VV%&l()%&l()zz%&(%&()hh 2$iDhh g yd IAe3Af()56789Yole:=/012?56789Yole:=/012?2.2q-rs!t:;q-rs!t:;uvwxuvwx 2.2.1././Vision Pro401oy7401oy7z$z$Wellsenn XR33Vision Prozz150077zv5f 2!Micro OLED3z 700 3F3vz48%7-NA!17%3 sI-.M2“I*+7M2-.5L SoC3s Mac 3”#MR DEW PC$Ib$7-31-.-.MR vision prozqzq-337、2-.-.M2*+*+56789Wellsenn XR:=/012?56789;/012?APU 和 电池光学模组其他（人工、组装、镜框）计算和存储显示屏光学交互传感器结构件连接件电池声学包装附件ODM/OEMTable_CompanyRptType1 !#$%&()*+,-.*/01234 16/38 -33-.-.Vision Pro A,fA,fBOMqq /0/0 Ly*Ly*FF -NA-NA!a%&lmnlmiydi nlwa=mnmd(ajehjn)o(ajehjlnld-.aa*ek dy +b+b,/-/ywmnm/no./mlmm zggkd0ra1fmlmd behnml38、lmnonoll cd2a i 3nkj4Mah455 lm iw)kj4Mah455lnabcd 6nlllfcd 6nlll78cd2a i 3nkj4Mah455 lnme8cdy i393kj4Mah4nmnnmje3nnkj40ah4wnmnnmn:bllyy y*;3f:?ZArBaZanlmnnlmCDh*%D+AEpnp*B6FGHn d)IJndIJnn mm Kn n KJn nn Lnd9MlNN On nn aa rBnmnnm:-UVn mp 56789Wellsenn XR:=/012?Table_CompanyRptType1 !#$%&()*+,-.*/012339、4 17/38“3“3Vision Pros/s/Micro OLED33aiDaiD4K33;4545P#vP#vMicro OLEDvQvQ8KR.=77;45Mg VR 3?8“s781z$3 1 Micro OLEDA Micro LED“c7Micro LED 1VW./RD3qvMicro OLED w3LX:AR ap3vIYZ3Micro OLED 3H1 AR/VR DE787-34-./0uv-./0uv gjgj hehe hehe /QaiDQaiD 53v 53v 53 VBVB zzzz$!5U_mmmzzV5U_ mmmzzV3D3D$UpmaVUnlmanmaV40、55)_)_ Kb jKb jbObuvuv$Uc mmm4nV55U_nm4nV5U_nm4nV$UdnmmmVUnmmmmmmVnmmmmmm;ZmmmmmmBmmmmmmmmmm e_ 55$U nmfV fmfnnmf3g 5 n f_nmmfnmfhihi ZZUdnmmmmVZU_nmm3mmm Vjj$klW.m1BUDUpmfV”nopX?M3q5r67EW_ MhUa iD/P$VZh32W/012?-35 Micro OLED11Micro LED2uv2uv 2v2v hehe hehe vI/IvI/I ZVW.VW._nm td t/RD/RD 5a a“t“t n 41、mm mmmmmuvuv nmu4nnmu 4n|_|_ bObvv mm nmmnlm hihi ZvIzvI/012?Table_CompanyRptType1 !#$%&()*+,-.*/01234 18/38;Micro OLED-PQ3-PQ3Micro LEDv3.v3.Micro LEDrwgRSxy3ch_rwgRSxy3ch 42-ARap(23-=Micro OLED/0“3 Vision Glasstap?z Air“INMOAir2TQSKYT1 q Micro OLED/03?u Micro LED6P/0“74|%AR ap/043 Micro LED/0Dv3 242、022/0=7-3;Z Micro LED E3 Micro LED rwr6AG“RSxy3cv/012?2.2.2 Meta Quest Prouvop7z$uvop7z$Meta Quest ProMeta 2022/0BC5$3E6/0BC5$3E6VR3E&AX?&8973EBOMzz587.63 9:|z3 9:|z617779:|z3!Mini LED Fast-LCD/0z 106 3v 17%3v 1/5BSoC*+5_ XR2 e,5_ 662 z 100 3v 16%Bhz 85 3v 14%Bh pancake z 50 3v 8%BRAM z 45 3v 7%3ROM43、 z 22 3v 3.6%7X3/03SoC333RAM/ROM:-wxz 408 3:-v 66%7-37 Meta Quest Pro BOMs4*+s4*+qrzqrz/0/0=ee 5mnmdidi n ii nnn*+*+molnozkzk dd*+*+nolnnol*+*+nnn*+*+5monmo*+*+5mo nmo dwydwy nmnnm+b*+b*+molno*+*+mo nmo ONmMONmM monmoMicro OLED Micro LEDAMOLED LcosLCD其他Table_CompanyRptType1 !#$%&()*+,-.*/01234 19/3844、*+*+monmo*+*+monmo*+*+gfemonmo*+*+5monmo*+*+5monmo*+*+ehno nno/6/6 5monmo dd nnnnn mood)d)IJn lnl:-:-no 56789Wellsenn XR:=/012?-38 Meta Quest ffs4s4,fy,fy 56789wellsenn XR:=/012?Quest Pro=?v Quest2 iD3 ca33Quest Pro W“Q7 Pancake 3M”3x“5 25%31 50%B1ex“3abcdl3bNa5e_c3Quest Pro 1 IPD5575 KtAac“q67ex3“N45、pCB5“3Quest Pro D-mQuest2 L,f%&3jhl43%&1x?B“3Quest Prov Quest2 3 Quest2 503g Quest Pro 744gB cd“3Touch Pro ucdA1g“q33 H|3lA3l3 37-39 Quest Pro 2 vs Quest Pro=uv/012?Meta Quest ProP-tu3Q”_P-tu3Q”_XR2+$7$7.Meta Quest ProMetaA5:”-A5:”-XR$3-5$3-5$VR|M|M-7-73D-3_ XR2+YCD-vA(3 v 50%67A 30%CD7c1-$D-R36g/gI46、AlmRSlno3v16-7_ XR2+k3I3v$10 Kb3 MR 76lmRS3fe8Ae,cd3D$7p6rbcdAbLyWvA%&k“C MR 7.35VB6 PC 3.6glA3s&kf-7-4055XR*+=6i*+/012?Table_CompanyRptType1 !#$%&()*+,-.*/01234 21/38-4155XR2+7878 56789fg:=/012?2.2.3 Pico 4 VR|uvop7z$|uvop7z$Pico 4 VRPico-b/0”-b/0”-VR3P/13P/1!3E&AX?&89!3Eqr3Pico4 VR8+128GBOMz348.2547、5 3 9:|z368.25 3D 7-N3Pico4 9:z 2913 79:|z39:|z3!Fast-LCD/0z 84 3v 23%,zveBSOC*+5_ XR2 z 60 3 v 16%,zv Neo3 ReB hz44 3 v 12%B hz 26 3 v 7%B RAM z 25 3v 6.8%,ROM z 14 3v 3.8%7YX3/0SOCRAM/ROM:-wxz 253 3:-v 69%7-42 Pico 4 VR9:z9:z f/0f/0*-Q wr=(W!E#$%&$%&%&-/01w()jk%&!E&%*5v+5v+-,-.-/50+-12345 6xjyz+E#48、7&1a881a889 93434 88.:;34E2.Q?+?+,-l?7%$=-56=h_ A zBCwD77%&E0+E0+,-FG56HE&h_ISE*wDwD-JwwDwr3)-E&Table_CompanyRptType1 !#$%&()*+,-.*/01234 22/38)-Jw1Jw-E7%$,KLME HIHI 7A&%$59N59N O-PQHI-PQHI 7*&%$P,HI 2RSWP,HI 2RSWle9le9#7 TU 56789wellsenn XR:=/012?FHkFHkqrAX39:|zGYX3/012?3 MR59:;59:;3.1%T4T4H=H=:;=:49、;=P9”3 61RSE/=nFBMNP9”3 61RSE/xxwxDEFAZ$:7m/wxDEFAZ$:71 bGgn:wxRSMNxh!SIP*+”nbGDE75R361RSE/rw“31h555r*4*4N35rbG1rBD-“EwJK78As37 Table_CompanyRptType1 !#$%&()*+,-.*/01234 23/38-44=/012?1414Z673Z6734RS34RS3Mini LEDMicro-LEDMicro-OLED3RSE-Y3RSE-Y77Micro-OLED“DE1 2022 bc$MN3$MN1 Micro-OLED“F31RSA45oIZ7%50、BAOI DE1gDE7HkYZA3BQbcg383T3Pz4%3MsB4!/IUM7-45AAMicro OLEDA4A4?8?8fwxfwxRSRSDEDE=y*=y*=G=G=?=?=41 :4HsGDEBDE yw Y3ebAuC3Pu*HbBDEg?.z3-()xO3ex3u=h*+3Zll“DEDE DE4Table_CompanyRptType1 !#$%&()*+,-.*/01234 24/38 yy pmdpmd“he=GDEDEu he bDEBP=HbGtBDE p pm KD-3M.u pm=H5vG3K_ 3HexBG=v3N v=vB15rdd“k|hgk|hgDE51、DE he=|hg1oDEDEu he bGDEBDEbR1BDE kd He 3bW k|hg v=|hg1oB1”Czj k|hg 3W=d”CH3 MMk _3bRBDEsE/|Nv-=vB1rS3F he=1|hg 1oxy“wyywyy DEDE he=|hg1oDEDEu he bGDEBDEbR1BDE kd He 3&bGtu=GH34bW wgg|v=wgg 1ex3bRBDEsE/|Nv-=vB1rS3F he=1wgg|1oxy kk ggk|ggk|hghg DEDE heDEDEZ wgg9k|hg bGx:“39:D%pf3QV:3bGbGDEDE bGDEDEu 52、zRSv3D ppo f3-=W.%ml m.O l+Table_CompanyRptType1 !#$%&()*+,-.*/01234 25/38 DEDE DEDEu VzRSARSv3D ppo f 56789=h8i 2022 kk3:=/012?k 2019 12.58 3 YZ 2022 23.2 3 2023 k 8.86 7 QA 2019 1.76 3 YZ 2022 3.31 3 2023QA 1.30 7sByzX3 2022!3DEvk 72%3kv 17%3DEv 5%3sBv 6%7CQDX3 2022!3DECQD 51.48%3ACQD 57.58%3DECQD53、 66.93%3sBCQD 32.7%7-46kk2019-2023H1-47QAQA2019-2023H1 56789Wind:=/012?56789Wind:=/012?-48sByzsByz2022-49=CQD/012?56789Wind:=/012?-30%-20%-10%0%10%20%30%40%051015202520192020202120222023H1营业总收入营业收入同比-40%-30%-20%-10%0%10%20%30%40%50%60%0.000.501.001.502.002.503.003.5020192020202120222023H1净利润净利润同比检测设54、备治具及配件组装设备其他主营业务其他业务0%10%20%30%40%50%60%70%80%2019202020212022检测设备治具及配件组装设备其他主营业务Table_CompanyRptType1 !#$%&()*+,-.*/01234 26/38 gTU3zwMs331y|E/“78f31*ANZgRsE/wxRSz.7 OLED?8 Mura!RS-OLED RS-OLED 1 RS-OLED#$RS Micro OLED 5r vRSMicro OLED TP%&AI RSMicro OLED 5rRSMicro LED/OLED a“7-50OLED?8?8wxRS1E/HIw55、xRS1E/HI wxRS/0wxRS/0 RSHRSH-|hg|hg!RS!RS Ex|hg!RS31(!3!|hg fkLkh3C!rmo V3|hg!D1 pf*+3gMN,Ac31$45JK-RSRS 3 /-Uzsa3hxz3sD-3-./VY-%&011YwIRS3V3uf-UH203N5S3144-5-“3?8RSw45JK-11 RS RS E3RS3;3“3vuHlC67 dwy 7k8d9:yvBGd9/3v3d93_|“7.1sE/-/Py;GbicdRS3vG0/u-?-hseRSAl mm=3vhrSuCAg.3 zD nmmf0E/7k dwy*:y3c dwy f56、*IY l 76?A+3R s”=B3”om/I8-#$#$RSRS=u-.3QsE/f55z3Ct#$0buRSzBAD0Q:y t#$Nv1uGBC3”“D-.=HhyEF3Gf55R-.=hg 3Q wd 3(rH:3?8RSw45JK hehe 55r vRSr vRS he D3%&)_=vvB1Jmo K 7RSE(1-.v?R3v.D3LM?NO3IM=rS1B3.MM,d%&133H3su-U93$-sP3R.ppf3$lf3Q-N_ gjak3R_ mjhehe 5r5rRSRS RSvv 1DEUV.3QSTU|?VWc m|hehe aa aa“pM o Xhsabz3557、 n 3Q1a(BCbC3jrwpv5kbC-:saxy 56789=h8i 2022 kk3:=/012?3.2%T4H=:;7:;T4H=:;7:;RMN raAbG6BGPrw“3RMN raAbG6BGPrw“3Table_CompanyRptType1 !#$%&()*+,-.*/01234 27/38=”bGDE bGDE?8RSFB7=”bGDE bGDE?8RSFB7wxBbGDEbGDEB3sY”%ZMN33gMNv6bGAbG356RDA=U=D7-51“=“/012?-52“s=AFBG“s=AFBG-53“HIJKLC“HIJKLC =G/012?56789Flm 2058、22 kk3:=/012?cdRMN5$DEe31cdRMN5$DEe31BDEZzRwxMN:7BDEZzRwxMN:7 10/I3_rB=R”bGDE83/zTable_CompanyRptType1 !#$%&()*+,-.*/01234 28/38 0RSlBRS16RSzhbeRS5BzhBCRSabhb RSrB?8yRSgRwxRS3zRS78=/787-54“=“=bGDEbGDE s=/0s=/0=lDElDE cDEelluGDEuGDE e4y2uGbDbDEE e4U/0=VDEDE eDE=ODEDE e4DED,dRDeDEeDE e4,ceeDEDE e4DEab59、e6DEDE ec)fDEfDE ghii5Rjk 56789FlmopW:=/012?Table_CompanyRptType1 !#$%&()*+,-.*/01234 29/38 lg3mn76E/lg3mn76E/7FB31R?8ghm/6Z$B:7FB31R?8ghm/6Z$B:77-.JuulLabs,Inc.FacebookCarnival Corporation&plcoMhm/5R39MpqDrrB&sRtDruDrPDrqvDrm/012?qr k 2019 2.82 Y 2022 5.08 32023 k 2.37 3.vYZ 14.21%BQA 2019 0.67 3Y 60、2022 1.17 32023 QA 0.36 3.vR#12.54%7sByzX3 2022!3”bGDEv 77%3RSFBv15%3bGDEv 8%7CQDX32023 3”bGDECQD 32.2%3bGDECQD 41.11%3RSFBCQD 44.72%7 -56“kk2019-2023H1-57“QAQA2019-2023H1 56789Wind:=/012?56789Wind:=/012?-20%-10%0%10%20%30%40%50%60%012345620192020202120222023H1营业收入营业收入同比-20%-10%0%10%20%30%40%50%0.0061、0.200.400.600.801.001.201.4020192020202120222023H1净利润净利润同比Table_CompanyRptType1 !#$%&()*+,-.*/01234 30/38 -58“sByzsByz2022-59“=CQD/012?56789Wind:=/012?RS3:bB/I3:MNAw1453uRS3:bB/I3:MNAw1453uLHRSEWA=/3z)E/AsbE/h3LHRSEWARSrx7RSrx79:JKc-3vMNHyzAw1MN/-.HBGE/1D-3MNh3BNdMN671B;sbE/w145%3uY/I“ARSHB3TI|G3R3;62、HRS;3YZ7-60“1ER1ER sE/R/0sE/R/0 RR RHIRHI-uY/I-uY/I()()*+*+DEDE 3=BhnH=bYZCt6Ct6 3=BD-(H 3=BH|3=BhHRSTU3E/G“GB31Mv6lB3=orB5F”Z7HYw1ZZJK3bYZ|BB O|z3/63 u5rHr BPQu5e5BZ7HYw1ZZJK3bYZiayiiayi /iayi(1 iayie$h7HYw1ZZJK3bYZ55r|h55r|h/55r|h(h,f+工业自动化设备技术服务自动化设备配件0%10%20%30%40%50%60%70%20192020202120222023H163、工业自动化设备技术服务自动化设备配件Table_CompanyRptType1 !#$%&()*+,-.*/01234 31/38 7HYw1ZZJK3bYZOb Ob 5DE/RD(RSz l-Ob*n-Ob|Dz/!“btebb h!/3 n E/Rno#$/sPR3t/”sP?#$mflo/$,mfE/RE/R tsbgNA 3i55rub”3 u N%+”nHEW3.I“N”z EW/zAO e;45HgN%+8RS3:gN%+B55rObyD-A RS!”D-N”nC A5rBCRS?8DE7 56789Flm 2022 kk3:=/012?3.3%T4“”=T4“”=sybE/6E64、/6AB3.TIuy+bE/A45H0M7E/A45H0M7O NWby3Wyb6GObh3jv$ROb 76ybAy+bPQ ”E Z7 39:,h17-61=/012?Table_CompanyRptType1 !#$%&()*+,-.*/01234 32/38 20g/I31wxRS=cB787g/I31wxRS=cB787ybhD-ybhD-rBbfrBbfbGbGE/6E/6cRS783.331rB,fbE/wxRS“cRS783.367E/Xk3Hs+b h!3MN67E/Xk3Hs+b h!3MN“rBfrBf+bb+”Grw“7Grw“7_ ”E313WYrw“/I3;uJK,65、BUb BU BU D%31RS3y 5 MMU()VW 7-62sSRATUsSRATU-63/IVW/IVW 56789stuvjK:=/012?56789stuv 2022 kk3:=/012?2023 k 5.04 3.v 2022.$YZ 7.42%32023QA 0.73 3.v 2022.$YZ 32.03%7sByzX32022 ybvk 62%3rB9vk 33%3rBhAvk 5%7CQDX32023 ybCQD24.91%3rB9CQD 40.15%3rBhvv3CQD-17%-64kk2019-2023H1-65QAQA2019-2023H1 56789Wind:=/066、12?56789Wind:=/012?-60%-40%-20%0%20%40%60%80%100%120%140%160%0246810121416182020192020202120222023H1营业总收入净利润同比-100%-50%0%50%100%150%200%01122334420192020202120222023H1净利润净利润同比Table_CompanyRptType1 !#$%&()*+,-.*/01234 33/38-66sByzsByz2022-67=CQD/012?56789Wind:=/012?sE/3E:u3k:HE/3D7sE/3=3fSE/$;3zb BU 67、BU,BU RSE/xwxE/745AMN%E/“MNx”E/R3E/A3“71ybAy+bZ3G713_”E3GD-xy53 1h5rMRSc3z.3RSh;“7RSA331bc45AMNT.3cT7!$3bcPkRHSmu-uY/I()()6z6z,E/,E/HR14531ZwxRS7M4EWM4EW H3Q3Msb1m/AJK7hh/HhP45;7;hMV:?s3RQ5457/06&/06&yy zQy+bT3G783v3l3145?3JK73nt3ntE/E/z3453345335/I7 ii aprBaprB,RSE/,RSE/H:b i v?8EW7i vRS14GF(3i vRS68、Y/I;P3u71 i a微型传动系统精密注塑件精密模具及其他-30%-20%-10%0%10%20%30%40%50%20192020202120222023H1微型传动系统精密注塑件精密模具及其他Table_CompanyRptType1 !#$%&()*+,-.*/01234 34/38 p45JKVW?7Zbu&Zbu&zRSE/x3Hk i 3uY/I 3JK3wxJK7B&EB&E/Hazf3s8M3?8YW%&ge345;rM3RQ1!45.WYRa7V9&EV9&E/zV9&/3U=453z(3P45;78+bE/8+bE/HRzE/3u1”EZm/TI3#_y+bh!=&7b69、b wi wi h!h!z3HRSHA+bRS_1bZJK3/I7 56789stuv 2022 kk3:=/012?3.4%T47T47/;=sBE/6AsDzA%?sBE/6E78rB”E7PF“Ue5D=(MOPA=)”6rB”EF7 g/I3E/hGE/rx3gm/MN76wx/E%bfFT7-69=/012?s=sMOPA=1Dv6RS7Y3B_MNuRSrw“3/;e,*+uc%VCSEL h/f?o”DEVR aphNDE3bxrw“g-/E3PQrB”;wxfe73F67nST458%&bFInbnj67Y7”DEG”DEGD675D675 b()3fH8=MN71h/v3;770、H8H8”DE7Y”DEu$N3u$N33rw“3rw“/IMMN$MN3”3113MNHB:3jMfMN-xrw“7wxbGRS3uMN3MNHrw“7 56789yz 2022 kk|34:=/012?k 2019 5.68 3Y 2022 11.73 32023 vk 5.66 3.vYZ 1.7%BQA 2023 vQA 0.49 3.vYZ 32.44%7sByzX3 2022!3v51%3/Ev 41%3 sBv 6%3=v 2%7CQDX3wxB 2022 CQD 29.53%3/EB 2022 CQD 41.71%7-71 kk2019-2023H1-72 QAQA2019-271、023H1 56789Wind:=/012?56789Wind:=/012?-20%-10%0%10%20%30%40%50%60%0246810121420192020202120222023H1营业收入收入同比-60%-40%-20%0%20%40%60%80%100%120%0.000.100.200.300.400.500.600.700.800.901.0020192020202120222023H1净利润净利润同比Table_CompanyRptType1 !#$%&()*+,-.*/01234 36/38 -73 sByzsByz2022-74 =CQD/012?56789Win72、d:=/012?67XkE/3wx=A67XkE/3wx=A/E=E=77/E=hOb hEwxh7uwxhRS3c1RSd.AEwxh7uwxhRS3c1RSd.AQADJK787QADJK787 MR aph MR pz3rSCpx0VC3HQaz3RN VR/AR DEl3Y7DEu MR DEzgH3:zz/0/0uvbzp+c(3STMNu5SA5o7-75 YZY/I8 YZY/I8 wxwx=78A=78A=E/HI=E/HI dy=UeDP)PvjDbT1$75!Dj7 lmln:3 dy “z7 lmll 1“fMN:3(u“”rw“7 lmll bMNBE/I+N”dy 373、Dvb73-RS7877=OIiH!3uOHDh3#-.jvhAghj7D-nI3gh!U$a;V:v5Dj77=lmll bMNBE/3MNzbf”7 lml 677G%”3 zMN%”571”.31”nE/“h!3HRDUD3gMN16.#$6e,QE dy=3Uece,G-.yG,&G,!5,!$,35RLFBMN7”-bMN3BE/l_l(激光器激光/光学智能装备光纤器件其他主营业务0%10%20%30%40%50%60%70%80%2019202020212022激光器激光/光学智能装备光纤器件其他主营业务Table_CompanyRptType1 !#$%&()*+,-.*/01274、34 37/38 1bGDE3bcMNT7lml zE/3YW671-b)h!D|!h!UdV h!UdV*h!UVv“h!3L+R.7 hQE/+bh!31RDr“JK787i aph i pz3rSCpx0VC3HQaz3RN iayi DEl3Y7DEu i DEzgH34zz/0/0uvbzp+c(3STMNu5SA5o7MNE/hC,-h!UV6DEAyh!UV6DE7ClYBhZh!?uC3.H3HzR.7uZ-.AE36hN”n7DE“vnl 3”5”RD7 56789yz 2023 knk3:=/012?ABC?ABC-.MR/0-$3-$3?8RS/-$7 Table_Com75、panyRptType1 !#$%&()*+,-.*/01234 38/38 QQpyVwXW:NXY|0P=Z=SD0N_#(n=pyVwXW:NXY|0P=Z=SD0N_#(n=PmnE=SPmnE=S8$amEN$amEN :E:E Ibcd:SyVCyVmnefgn=hhiCg8jkC=ZCL=|lIbc=IbcCKlLJ+,L=IaLCNFt(mnoy=poy,-CLlDo(mnqeNbcCLlraLCN_t(mnoyNmn;=IbcCLF?Cr4HmnCmnDoNmn;=IICDFt-v4mntrr=mnt:mn=pmnZIbcCmn*CmnmnmNmnt.r=CmnmngIICD76、Ft-v4-NpyV_-v4oSbcC(CyVqq=oaimnFaN Ibcl%=pyVM=IbcCmn:shmnmnC“”F2=F1Y:(Hmna=FhmnICaZNL*FI=pyVrs=e.IqSrC*lNLI=JFt(Ibc=*Cr,_m!JF(tNIomCN&()&()hIbc()6 6%=yV2FK9#9A-yV+,=?KC=A xh6 300 KJB+,hBH2oMC9FB+K2+MC9+,hKO+,hSKFM 500 KNL;Q-D-D 6 6%CmnW$+,K 5%h;6 6%CmnW+,KCqy8-5%5%;6 6%CmnW,+,K 5%h;-D-D aK 6-12 6%CmnW$+,K 15%h 6-12 6%CmnW$+,K 5%15%6-12 6%CmnW+,KCqy8-5%5%6-12 6%CmnW,+,K 5%6-12 6%CmnW,+,K 15%h-rCnM=Ft3CI|N=Fta=ZHNCmn-N

    下载