1）Vision Pro 2将会① Analyst Guo Mingchi's article pointed out that the processor used in Vision Pro 2 will be upgraded from M2 to the significantly improved computing power of M5; ② he stated that if Vision Pro 2 can integrate a Sora similar to OpenAI, the user experience of this head-worn device will be elevated to an "unimaginable realm"; ③ From the perspective of brokerages, AI brings revolutionary interactive experiences that meet the demand for combining virtual and real aspects in mixed reality.
Star Daily Report on September 29th News Famous $Apple (AAPL.US)$ Supply chain analyst Guo Mingchi once again revealed the latest news on Vision Pro, revealing that the latest Vision Pro 2 is expected to enter mass production in the second half of 2025.
Previously speculated opinions suggest that the second generation of Vision Pro will have more comprehensive features compared to its predecessor. Currently, Vision Pro exhibits design issues such as counterintuitive human-machine interactions and inefficiency. Guo Mingchi listed the possible upgrades for the new product:
1) Vision Pro 2 will introduce the integration of Apple Intelligence and spatial computing. Guo Mingchi stated that this is likely to be the biggest selling point of this generation of products. Spatial computing, or augmented reality, combines the virtual and physical worlds, including eye tracking, gesture control, and other features within Apple's context. The integration of these functions with Apple's AI is expected to introduce more "killer" use cases, providing users with a better spatial computing experience.
2) Furthermore, Guo Mingchi has high expectations for the introduction of AI architecture in the new Vision Pro. He mentioned that if the second generation of Vision Pro can integrate a Sora similar to OpenAI, the user experience of this head-worn device will reach an "unimaginable realm." The impact of the Wen Sheng video AI model on the head-worn device experience may surpass that of existing mainstream consumer electronics devices.
3) In terms of hardware specifications, the main upgrade in the new generation Vision Pro is the processor, which will be upgraded from M2 to the significantly improved computing power of M5. Additionally, the device's weight and battery life are also likely to be improved.
However, the upgrades of the second generation Vision Pro can be described as "more for the same price." Guo Mingchi revealed that there may not be significant price changes for Vision Pro 2, as the rest of the hardware design and specifications of the new device will not change much, thus saving on development costs.
Guo Mingchi's intelligence on the supply chain reveals that there will be minimal changes in the supply chain of Vision Pro 2 compared to its predecessor. New Apple suppliers like Shenzhen Zhaowei Machinery & Electronics may attract high investor interest. Analysts indicate that this is because the performance of new suppliers like these is not influenced by the sales of Apple's existing products, making the relevant indicators more reflective of Vision Pro's future sales trends.
Recently, $Meta Platforms (META.US)$ The release of the first AR glasses indicates that the trend of AI + wearable devices is becoming increasingly evident. Now, Apple's integration of Apple Intelligence and spatial computing in Vision Pro 2 may meet market expectations. Guotou Securities research report on September 20 pointed out that AI brings revolutionary interactive experiences, catering to the demand for the combination of virtual and real in MR. The interactive experience brought by AI changes and enhances the level of intelligence, bringing significant improvements in all aspects of intelligent products. The AI wave is expected to usher in a new round of terminal upgrades.
Editor / jayden
