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《麥格理-中國(guó)-科技行業(yè)-ar：眼見(jiàn)為實(shí)-20170926-macquarie-augmented reality seeing is believing》由會(huì)員上傳分享，免費(fèi)在線閱讀，更多相關(guān)內(nèi)容在行業(yè)資料-天天文庫(kù)。
1、GLOBALAugmentedRealitySeeingisbelievingWevisitedcompaniesintheaugmentedreality(AR)supplychaininChina,includingbrandmakers,opticalmodules,microdisplays,chipsetsandEMS.WealsotriedseveralnewARglassesandreaffirmourconfidenceinthegrowingARtrendandtechnologyupgradinginChina.WithA
2、pplelaunchingitsnewiPhoneequippedwithARfunctions,weexpectmoretechnologygiantstofollowsuit.ComparedtoVR,weexpectARtoenjoyalargermarketpotentialgivenitislessdisruptiveforendusers(astherenoneedtorestrictvisionandcanbeusedinfragmentedtime,anditcanbeembeddedinsmartphonesorstand-
3、aloneARheadsets).IDCexpectstheARheadsetmarkettogrowata198%CAGRin2016-21EtoUS$49bn(seebeneficiariesinFigs1and2).Source:Shadowcreator,September2017AR–onemoreforcedrivingopticaldemandAR/VRtopbuyideasOpticalmodulesarecrucialtoARglasses,astheydetermineimagequality,field3MMktcapA
4、DTOTPTSRofview(FoV),distanceoftheprojecteddigitalinformationfromtheendusers’CompanyTickerRec(US$m)(US$m)(lcy)(%)eyes,thesizeoftheprojectedvirtualscreen,thecombination/allianceofdigitalTSMC2330TTO187,783182262.020informationandtherealworld,etc.Mainstreamopticalsolutionsinclu
5、deSMIC981HKO5,1403211.9038diffractiongrating,prism,freeformandwaveguide,withthelattertwosolutionsHimaxHIMXUSO1,7894512.2017SunnyOptical2382HKO18,44389140.07featuringlargerFoVandfewerdifficultiesinmassproduction.SunnyOpticalO-Film002456CHO8,42111425.0022(lens+modules)andASMP
6、T(CIS/AA/3Dsensingequipment)areourtoppicks.WinSemi3105TTO2,49632200.07BeijingNED+AR,aprivatecompanyinwhichLenovoCapitalinvestedRmb10m+ASMPT522HKO5,89635162.044HonHai2317TTO62,028154200.085inJan2017,isaleadingARopticalmodulesupplierinChinaspecialisinginTencent700HKO421,06481
7、8378.09freeform,withclientssuchasGoogle,Meta,Lenovo,Huawei,ZTEandHiscene.AlibabaBABAUSO454,3233,001200.013Pricesasof22/9/17;Microdisplays–ChinesesuppliersexpandingcapacitySource:Bloomberg,MacquarieResearch,September2017Microdisplayspresentthevirtualimagesfortheopticalmodule
8、toprojectoutandcombinewiththerealworld.Currentproductionisdominatedbyaglobal-tiers
