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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

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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

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15、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=

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17、 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 k

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19、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 103-202

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23、 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=

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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 !#$%

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44、*+*+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“N

45、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/gI

46、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+128GBOMz348.25

47、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|hgDE

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%3DECQD

53、 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%0592020202120222023H1营业总收入营业收入同比-40%-30%-20%-10%0%10%20%30%40%50%60%0.000.501.001.502.002.503.003.50200222023H1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%20022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/HIw

55、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 f

56、*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 Xhsabz35

57、 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 20

58、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 e4DEab

59、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%0020202120222023H1营业收入营业收入同比-20%-10%0%10%20%30%40%50%0.00

61、0.200.400.600.801.001.201.40200222023H1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%200222023H1

63、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/6E

64、/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:=/0

66、12?56789Wind:=/012?-60%-40%-20%0%20%40%60%80%100%120%140%160%024680200222023H1营业总收入净利润同比-100%-50%0%50%100%150%200%092020202120222023H1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 vRS

68、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%200222023H1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!=&7b

69、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;7

70、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 QAQA2019-2

71、023H1 56789Wind:=/012?56789Wind:=/012?-20%-10%0%10%20%30%40%50%60%02468020202120222023H1营业收入收入同比-60%-40%-20%0%20%40%60%80%100%120%0.000.100.200.300.400.500.600.700.800.901.00200222023H1净利润净利润同比Table_CompanyRptType1 !#$%&()*+,-.*/01234 36/38 -73 sByzsByz2022-74 =CQD/012?56789Win

72、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 3

73、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%20022激光器激光/光学智能装备光纤器件其他主营业务Table_CompanyRptType1 !#$%&()*+,-.*/012

74、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_Com

75、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=CmnmngIICD

76、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

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