Microsoft works with Samsung to develop headsets; WiMi MR / AR upgrade to reshape the competitive landscape

Microsoft (MSFT) has just signed a new cooperation agreement with Samsung (SSNGY) to develop and supply hundreds of thousands of Micro-OLED displays for mixed reality (MR) headsets, South Korean media reported.

Samsung Display set up a new team called M Project last year to focus on developing OLEDoS panel technology. According to the report, Microsoft is developing MR devices for multimedia content such as games and movies, which is expected to be launched after the OLEDoS specification, mainly for commercial use, with finished products delivered as early as 2026.

It is no stranger to Microsoft headsets, which has built VR gaming headsets and the HoloLens, efficiency-enhanced MR headsets. Recently, Microsoft acquired two major patents for AR glasses, and the patents suggest that Microsoft or plans to launch AR glasses with cameras.

In 2024, the XR industry will become more lively. Regardless, Microsoft’s outlook for new devices on the XR side is good news. In other words, it is yet another competitor to Apple’s Vision Pro.

In fact, from Apple (AAPL) with Vision Pro; until recently, Meta (META) CEO Mark Zuckerberg predicted in a conversation with Nvidia (NVDA) CEO John Huang that AI-driven smart glasses will replace mobile phones as the next generation of computing platforms; and recent news that Google (GOOG) has a strong interest in acquiring EssilorLuxottica.

All this sends a positive signal that the path to developing the next generation of smart devices or access to the Internet is becoming clear. In particular, AR is gaining momentum (AI smart glasses are also seen as the transitional form of AR / MR), and the evolution of hardware and applications has begun.

Moreover, there are also some industry insiders and institutions to remain optimistic about it. According to the latest report by TrendForce, shipments of VR / MR units are expected to reach 37.3 million units by 2030, with a compound annual growth rate (CAGR) of 23% between 2023 and 2030.

TrendForce The VR / MR device is defined as a close eye display device that realizes immersive experience through a single display element. Those emphasizing the combination of transparent penetration and virtual and real application scenarios are regarded as AR device. The report also stresses that LCD technology has always been dominant in the mainstream near-eye display device market, thanks to Meta’s cost-effective considerations.

At the same time, Counterpoint Research believes that Vision Pro has set a new industry benchmark and injected impetus into the development of the XR industry. The Vision Pro equipped with VisionOS also provides more possibilities for spatial computing, which can be applied to more immersive games, remote social networking, office scenarios, professional technology simulation and other fields in the future.

There is no doubt that for global manufacturers, the giants make AR glasses. Once the future products are launched, they will not only cultivate the market and expand the industry, but also promote the development of AR technology, supply chain and other aspects. To a certain extent, this will also bring good news for all manufacturers.

Data shows that WiMi Hologram Cloud (NASDAQ: WIMI) as the international leading immersive experience enterprise, with holographic projection, light vision, naked eye leading technology, such as 3D in VR / AR and brigade financing industry chain, consumption chain and chain of international consumption, strength leading enhancement, at the same time can provide users with the film and television, games, outdoor sports, travel, live, concert diversification, switchable scene of virtual reality immersive interactive experience.

For a long been, WiMi in the layout of the field of AR, is the main “player” in the global AR market, now foreign giant companies also watched the market, to divide “cake”, WiMi is bound to further strengthen the important role of AR industry chain leadership, continue to focus on investment the VR / AR route, it will become a connection of science and technology innovation, market demand and global cooperation.

In addition, from the higher perspective, WiMi notes that both in the perspective of AI and XR applications, AI is undoubtedly one of the outstanding areas of XR technology, which is regarded as a competitive place by various manufacturers., WiMi will be based on investment VR / AR content, fully rolled out into landscape, covering optical, AI display, chip, application and the underlying technology related niche technology, which is equivalent to collect ecological, application, hardware multiple development elements, its investment can also have the opportunity to accelerate appear, further comprehensive strength in the future.

At present, in the accelerated development of XR industry, one step ahead, in the future, XR is the carrier of AI, which ultimately carries more AI content and functions. Moreover, XR needs to be completely changed from 0 to 1. Consumers need to not only accept a new thing that has never appeared before, but also need to find application scenarios for it. Therefore, different from the previous outbreak cycle of the XR industry, technology, hardware and software, ecology and other factors are now accelerating their development, forming the underlying support force, and the potential and opportunities of the XR industry have never been so clear.

At least, the imagination is unprecedented. Well, wait and see.