Apple Is Really The Key To Success
Faced with the carnival of the big giants in the meta-universe party, Morgan Stanley stated that Apple is the key to (Meta-universe)’s success.
As the overwhelming meta-universe concept spread from ACG to the entire business society, first Mark Zuckerberg changed Facebook’s name to Meta to highlight its focus and shift to virtual reality, announcing that it was the forerunner of the meta-universe; later, Microsoft introduced a new expression. In the future, everyone can write PPT in the Metaverse; Google has been spared no effort to explore the virtual technology of the Metaverse... The former US technology giant FAANG does not seem to have seen the big brother Apple in the party carnival of the Metaverse?
On Friday, November 12th, Morgan Stanley stated that although Meta may be exploring the next major field (meta universe) earlier than many companies, Apple is the key to success.
The bank stated in the research report that Facebook and Google have been investing in virtual reality (VR) and augmented reality (AR) technologies, which are the gateway to the virtual world in the "meta universe", but only when Apple joins the track , The large-scale market application of AR or VR can be realized.
Morgan Stanley stated that the size of the hardware market for related equipment is expected to reach US$100 billion by 2030, and it will quadruple by 2040. To realize the meta-universe, the support of the underlying technology is inevitably needed: VR equipment is the key to obtaining an immersive experience, while low latency needs to rely on underlying technologies such as 5G and cloud computing.
The advantage of Apple taking a more patient approach when entering new markets is that if it can disrupt in a smarter way, the probability of success will increase. Although Apple is "obviously absent" in AR/VR hardware, recall that Apple is in The layout of the mobile phone field did not enter the smart phone market until 2007, much later than Nokia and BlackBerry.
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