CITIC Securities: XR is expected to become the carrier of the next generation computing platform
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[Global Network Science and Technology Comprehensive Report] On June 5, CITIC Securities Research News pointed out that the development logic and trend of the resumed global computing platform carrier, the strategic layout of technology giants, and the investment in the capital market, CITIC Securities believed that the progress of display and interaction technology made extended reality (XR) expected to become the carrier of the next generation computing platform.According to calculations from CITIC Securities, the XR industry has a space far exceeding one trillion yuan
[Global Network Science and Technology Comprehensive Report] On June 5, CITIC Securities Research News pointed out that the development logic and trend of the resumed global computing platform carrier, the strategic layout of technology giants, and the investment in the capital market, CITIC Securities believed that the progress of display and interaction technology made extended reality (XR) expected to become the carrier of the next generation computing platform.
According to calculations from CITIC Securities, the XR industry has a space far exceeding one trillion yuan. At the same time, Apple is expected to launch a new hybrid reality (MR) product within 2023, which is expected to greatly promote the development of XR and drive investment opportunities in the industry chain. Currently, virtual reality (VR)/MR has entered a mature iteration stage, and it is expected that augmented reality (AR) can be preliminarily commercialized by 2025 and fully popularized within about 5 years. Among them, MR serves as a transitional product between VR and AR.
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