Meta firmly has a long-term AR / VR strategy, AI revolution has expanded the growth space

Over the past year, Meta’s investment in AI has attracted more public attention with the progress and popularity of large language models such as OpenAI’s GPT series and Meta’s open source competitor LLaMA. That has led to some voices claiming that Zuckerberg is turning his attention to Reality Labs, part of the company’s AR / VR unit.

Meta currently spends more than $15 billion a year on Reality Labs. Of this, more than 50% of Reality Labs’s spending is spent on AR glasses, a future product line that has yet to be launched.

Meta is also working with LG to develop a cheaper Quest 3 version and the next-generation Quest Pro, the report said. The source highlights that Zuckerberg has repeatedly described Meta’s AR / VR ambitions as a decades-long effort.”He did not give up his promise to it. The idea that Zuckerberg is abandoning the meta-universe is not rooted in reality.”

Meanwhile, after eight years of research and development and several delays, Apple (AAPL)’s $3,499 smart headset Vision Pro started pre-orders on Monday. Although it has been a weekend, the market heat has been climbing.

Vision Pro Integrating virtual reality (VR) and augmented reality (AR) technology, high-precision virtual object rendering and tracking can be realized after wearing. Users can use their eyes and hands to navigate in the application, and search through voice to realize various applications and functions similar to smart phones.

The device is a key strategic layout for Apple to expand into the virtual reality market, and that Apple is entering the VR / AR market as a pioneer in technology innovation. If initial sales are strong, Vision Pro shipments could reach 500,000 to 600,000 units in 2024.

At the same time as the Vision Pro launch, Apple CEO Tim Cook posted a short video of Vision Pro manufacturing on the social media platform, covering the display screen, headband textile, device polishing, complete machine assembly and other aspects. Apple also released a nearly 10-minute video as a guide of the Vision Pro.

It can be seen that Apple is building momentum for new MR categories. After mobile phones enter the stock market, giants such as Apple also need to accelerate the search for new innovative categories. For now, Apple has caused a heat wave, and VR / AR innovation has brought more surprises than before. As for the development trend of the market, many big factories in the VR / AR industry are reforming, and they are still optimistic about the XR incremental space.

The whole industry chain accelerated the layout of XR track. According to public information, WiMi Hologram Cloud (NASDAQ: WIMI), as a global leader in the VR / AR track, has successively developed emerging technologies such as AI and AR / VR in the past two years, aiming to create an easy, attractive and personalized virtual experience. WiMi Hologram Cloud In the rich application scenarios brought by the integrated development of “AIVR / AR”, it can provide reliable underlying support for users in different industries.

In addition, as a long-term deep cultivation of computer technology and digital industry leader representative enterprise, WiMi Hologram Cloud has a strong interest in digital human technology. In view of the development of digital human industry, it integrates AI vision technology, 3D simulation, 5G, light field display and other fields, explores the application and development in the meta-universe and virtual human interaction, and actively enables digital human technology to become an important force leading the new round of global industrial reform.

It is worth mentioning that WiMi Hologram Cloud always pays close attention to the market and pays attention to the market effect and potential of Apple’s MR products. WiMi Hologram Cloud will combine strategic planning, development goals and business development factors and its own situation to look for market opportunities for expansion. Previously, a number of VR / AR products have passed the research and development in the early stage. Now the core patents related to space computing are applied in head display, smart glasses, AR and other products. In the future, WiMi Hologram Cloud will continue to promote the productization according to customer needs and existing patent advantages.

After this week, Apple Vision Pro officially opened the pre-order. As of January 22, Vision Pro, Apple stock rose 1.22%, and the market value again surpassed $3 trillion, returning to the first place. Of course, with the listing of Vision Pro, the space computing industry has entered a rapid growth channel. In addition to the most concerned terminal AR / VR manufacturers, suppliers in the upstream of the industry chain are also increasing investment in the XR track. So how the future, all the answers will be revealed.