VR&AR系列报告（四）：Vision Pro入局，空间计算时代拉开序幕

Investment Rating - The report maintains an "Outperform" rating for the VR&AR industry [1] Core Insights - The global VR&AR market is expected to grow by 6% in 2024 compared to 2023, with VR sales projected to reach 7.97 million units, reversing the sales decline of the past two years [2][4] - Apple has entered the market with the Vision Pro, a revolutionary spatial computing device that integrates digital content seamlessly into the real world, potentially driving the next "iPhone" moment [3][15] - The Vision Pro features a dual-chip design (M2+R1), optical display, new interaction methods, spatial audio, and EyeSight technology, enhancing user experience [3][19][21] Summary by Sections Global VR&AR Market Overview - Meta's headset sales are declining, and the Vision Pro may create a strong wait-and-see sentiment among potential VR buyers in 2024 [3][18] Apple Enters with Vision Pro - The Vision Pro is designed to create a boundless canvas for apps, offering a new 3D interaction experience through eye, hand, and voice control [15][17] Hardware Changes - The Vision Pro's M2 and R1 chips enable fast data transmission, while its microOLED display offers over 23 million pixels, surpassing 4K TVs [19][21] Software Changes - The Vision Pro runs on VisionOS, which will require developers to create AR and VR apps specifically for the device, enhancing productivity and entertainment experiences [33][35] Key Manufacturers - Notable companies in the industry include Luxshare Precision, Zhaowei Electromechanical, and Huaxing Yuanchuang [2][3]