国际投行报告-中国电子设备及仪器行业-虚拟和增强现实供应链：显示器、摄像头传感器和波导光学元件 -2021.11.4-43页

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国际投行报告-中国电子设备及仪器行业-虚拟和增强现实供应链：显示器、摄像头传感器和波导光学元件 -2021.11.4-43页

# HSBC # 投行报告 # 电子设备及仪器大小：1.44M | 页数：43 | 上架时间：2021-11-12 | 语言：英文

国际投行报告-中国电子设备及仪器行业-虚拟和增强现实供应链：显示器、摄像头传感器和波导光学元件 -2021.11.4-43页.pdf

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国际投行报告-中国电子设备及仪器行业-虚拟和增强现实供应链：显示器、摄像头传感器和波导光学元件 -2021.11.4-43页.pdf

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类型: 行研

上传者: ZW-AXIAAXIA

撰写机构: HSBC

出版日期: 2021-11-04

摘要：

In our accompanying thematic (Spotlight: Virtual Reality – Hitting its stride, 4November 2021) we detail the market size and supply chain landscape of several keycomponents used in VR headsets. However, this note looks at the companies thatmake these vital components.

Goertek (002241 CH, Buy): For Goertek, sales of virtual reality (VR) products areset to exceed AirPods sales and become its single largest revenue source by 2023e.It already provides assembly services for leading manufacturers like Facebook, Sonyand Pico where it is the exclusive partner. Catalysts: New VR devices from Oculus,PlayStation and others in 2022e.

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