Ming-Chi Kuo says supply chain will benefit from Apple headset

Home » Ming-Chi Kuo says supply chain will benefit from Apple headset
Ming-Chi Kuo says supply chain will benefit from Apple headset


A render of a potential Apple headset [AppleInsider]



Apple’s mixed-reality headset announcement at WWDC will give a boost to not just Apple’s supply chain, but the entire VR market, analyst Ming-Chi Kuo insists.

In a Medium post on Monday, Kuo believes it is “highly likely” that Apple will make its headset announcement at WWDC. “I think Apple is well prepared for the announcement of this new device,” Kuo proposes.

Aside from Luxshare’s assembly of the headset, Kuo posits that the Sony-exclusive micro OLED displays, TSMC-exclusive dual processors, Everwin Precision-supplied casing, Cowell-exclusive camera modules, and the Goretek-exclusive external power supply will be the “top 5 most expensive material costs” for the device.



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