Ahead of Apple’s highly anticipated Worldwide Developers Conference (WWDC) 2023, TF Securities analyst Ming-Chi Kuo has shared some key takeaways from discussions with Apple investors, shedding light on the potential impact of the tech giant’s upcoming AR/VR headset and its integration with AI/AIGC.
Apple’s investors are more interested in a ChatGPT-like service from the tech giant than its AR/VR headset
In a recent tweet by Ming-Chi Kuo, several key points from discussions with investors on Apple’s upcoming WWDC 2023 conference have emerged.
The focus of interest appears to be divided between Apple’s highly anticipated AR/VR (Augmented Reality/Virtual Reality) headset and its potential integration with AI/AIGC (Artificial Intelligence/Advanced Interactive Graphics Computing).
According to Kuo, if Apple’s announcement regarding the AR/VR headset device proves successful, it has the potential to revolutionize 3D interaction design and 3D computer graphics. This development may parallel the impact that ChatGPT has had on AI and AIGC. The implications of this advancement could be significant for various industries, offering new possibilities for immersive experiences and interactive interfaces.
Long-term success for Apple’s AR/MR headset hinges on its ability to seamlessly integrate with AI/AIGC. The fusion of these technologies could unlock innovative applications, paving the way for enhanced user experiences and expanded functionalities. Investors are eagerly awaiting updates on this integration, recognizing its potential to shape the future of technology.
Interestingly, recent investor discussions have revealed a higher interest in Apple’s potential launch of ChatGPT-like services rather than the AR/VR headset device. This shift in focus stems from Nvidia’s Q2 guidance, which exceeded expectations, highlighting the importance of AI as an investment trend. If Apple were to unveil its AIGC service at WWDC, it could further strengthen the current AI investment sentiment. Moreover, if the AIGC service requires upgraded hardware specifications, it may drive a surge in hardware replacement demand.
While Apple’s AR/VR headset may not be a substantial revenue and profit contributor for suppliers in the next two years, investors remain less captivated by it. This sentiment is attributed to the market’s enthusiasm for AI, fueled by Nvidia’s positive performance. Nevertheless, if Apple’s ARVR headset manages to exceed market expectations, in conjunction with the release of new iPhone, Apple Watch, and Mac shipments, it could still prove beneficial for Apple and key supplier stocks.
As anticipation builds for WWDC 2023, the impact of Apple’s AR/MR headset announcement and its potential integration with AI/AIGC remains a topic of great interest among investors. The possibilities of immersive 3D interaction design and the fusion of AI hold significant promise for the future of technology.
Apple’s first-generation headset is expected to be an ultra-premium product priced at around $3,000. It will feature top-of-the-line specifications, including an “innovative three-display configuration” with 8K resolution and 5000 nits brightness.
The WWDC 2023 opening keynote will be held on Monday, June 5, at 10 a.m. PT/1 p.m. ET. For in-depth coverage of the event and subsequent announcements, stay tuned to iThinkDiff.com. Learn how to watch the keynote here.
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