Some critical updates on the sales/shipments of AR/VR headset devices:

1. Sony has cut its 2023 production plan for the PS VR2 by about 20%.
2. The product lifecycle shipment for Meta’s Quest Pro is only around 300,000 units.
3. Pico (China’s largest AR/VR headset brand) shipments in 2022 were more than 40% lower than expected.

Conclusion:

1. There is currently insufficient evidence to suggest that AR/VR headsets can become the next star product in consumer electronics in the foreseeable future.
2. Apple’s announcement event is likely the last hope for convincing investors that the AR/MR headset device could have a chance to be the next star product in consumer electronics.
3. The current market consensus may overestimate AR/VR headset devices’ contribution to key component suppliers over the next few years, particularly in the optical-related.

有些關於AR/VR頭戴裝置的銷售/出貨關鍵更新：

1. Sony已砍單PS VR2的2023年生產計畫約20%。
2. Meta的Quest Pro的產品生命週期出貨量僅約30萬台。
3. Pico (中國最大的頭戴裝置品牌) 在2022年的出貨量低於預期的40%以上。

結論：

1. 目前還沒有足夠的證據，顯示頭戴裝置在可見未來能成為消費性電子下一個明星產品。
2. Apple的發佈會可能是說服投資人AR/MR頭戴裝置有機會為下一個消費性電子明星產品的最後希望。
3. 目前市場共識目前可能高估AR/VR頭戴裝置對關鍵零組件供應商的未來數年貢獻，特別是光學相關。