Opening up new blue oceans has become an important growth driver for the optical industry.

(file photo)

[Reporter Ou Yuxiang/Taipei Report] In recent years, the optical factory has actively carried out multiple layouts. Lin Enping, chairman of Largan Optical (3008), a leading optical lens manufacturer, pointed out in a law conference that in addition to mobile phone lenses, Largan has also continued to deploy virtual reality ( VR), augmented reality (AR) and automotive cameras.

Yujingguang (3406)'s VR business is expected to be mass-produced this year, boosting revenue contribution.

Under the situation of the mobile phone market is not optimistic and the competition among the supply chain is becoming increasingly fierce, opening up new blue oceans has become an important growth momentum of the optical industry.

According to the report of the American market research company Grand View research, between 2021 and 2030, the global metaverse market size is expected to grow to 678.8 billion US dollars, with a compound annual growth rate of 39.4%.

The potential supply chain of Metaverse is huge, and optical factories are also seizing the opportunity to deploy. The metaverse wearable devices of international giants Apple and Meta are rumored to be unveiled this year, which is expected to drive the operation of the supply chain.

The market expects that 2023 will be the year of the metaverse, and Largan, Yujingguang and Yangmingguang (3504) have all been deployed.

Please read on...

Largan continues to deploy in the automotive, VR and AR fields.

Largan will expand its car lens business with 1 billion yuan in 2021, establish a subsidiary Dagen Industry, and has entered the electric vehicle market. However, Largan Chairman Lin Enping also said a few days ago that the proportion of car lens revenue is not high. , Gross profit margin is also relatively poor, and the market competition is fierce.

Looking at this year, due to the poor economy, the demand for automotive lenses has also weakened.

As for the Pancake lens for VR, the delivery will start in 2022, but because the shipment has just started, the gross profit margin will not be very good, and the lens specification is not high.

In recent years, Yujingguang has actively entered the metaverse supply chain.

The market expects that Apple's metaverse head-mounted display device will be mass-produced in the first half of this year, but supply chain industry insiders say that the mass production and shipment time may fall in the second half of the year.

Chairman Chen Tianqing said a few days ago that Yujing Solar can deliver single-chip, multi-chip or lens modules according to customer needs.

In order to meet the demand for orders, Yujingguang also purchased additional equipment and expanded production last year, and plans to increase the proportion of VR business revenue to 30% in the next three years.

In addition to Yujingguang, Yangmingguang is also the pancake lens supplier for Apple's first AR and MR (mixed reality) head-mounted devices.

The legal person pointed out that Yang Mingguang's self-produced waveguide lens and micro-projector have excellent optical performance. Thanks to the gradual effectiveness of VR, AR and other optical components, Yang Mingguang is expected to become a supply chain member of Apple's first Yuan Universe wearable device.

Grasp the pulse of the economy with one hand I subscribe to Free Finance Youtube channel

Already added friends, thank you

Welcome to 【Free Finance】

feel good

Already liked it, thank you.

related news