Shunyu Optics (02382) fell by more than 6%, with a cumulative decline of nearly 40% after the annual results. As of press release, it was down 5.45% to HK$33.8, with a turnover of HK$196 million.
The Zhitong Finance App learned that Sunyu Optics (02382) fell by more than 6%, with a cumulative decline of nearly 40% after the annual results. As of press release, it had dropped 5.45% to HK$33.8, with a turnover of HK$196 million.
According to the news, Tianfeng International Securities analyst Guo Mingyi said that Apple has now downgraded the 2024 Vision Pro shipment volume to 400,000 units, which is much less than the current market consensus of 700,000 to 800,000 units. Apple cut orders before the Vision Pro was sold in markets other than the US, which also shows that demand in the US market fell sharply to an extent that exceeded expectations, causing Apple to view overseas market demand more conservatively. Due to the current situation, Apple is also reviewing the product roadmap, so there will probably be no new MR models in 2025. Previously, the market expected a new Apple headset in the second half of 2025.
Guo Mingyi also believes that the current state of Vision Pro will also make the development of a series of new industry trends represented by this product fall short of market expectations. For example, the current trend of MR headsets (which can see the outside with glasses) is still less visible than VR. At the same time, revenue growth in the pancake-driven optical industry and mass production and application of micro OLEDs are likely to fall short of expectations.