Analysts say the Meta business is about to slow down, and the stock price of the foundry company Goertek immediately fell to the limit

Not long ago, Meta CEO Mark Zuckerberg shared a video of his new experience on Facebook, using several prototype VR headsets being developed by the company's laboratory, Reality Labs.

Unexpectedly, the turning point came so quickly. Soon after, Tianfeng International analyst Ming-Chi Kuo said on Twitter that Meta's Metaverse hardware/headphone business would slow down.

▲ Picture from: Twitter

The analysis mentioned that not only will Meta cut its 2022 shipment forecast by 40% (from 10-11 million units to 7-8 million units), but Meta has also delayed all new headsets/AR/ headsets after 2024 MR hardware project.

As soon as the news of the reduction in Meta's shipments came out, it quickly caused a chain reaction. It established a long-term cooperative relationship with Meta, and participated in the research and development, design and production of VR equipment in this company rushing to the Metaverse. Goertek shares, in In the morning after Ming-Chi Kuo issued his analysis, it quickly crashed and fell to the limit.

▲ Picture from: Tencent Securities

However, the relevant person in charge of Goertek responded to this later, saying that the company has noticed the information about customer products released by well-known analysts. At present, the company's production and operation and orders are relatively normal, and the main business progress is also in line with expectations, and there is no adjustment. Half-yearly performance guidance plan.

Brief twists and turns have caused ripples, but for Meta, the road to the metaverse may not have been as smooth as initially thought, but it will continue.

▲ Picture from: Meta

In fact, before saying that the Meta business will slow down, analyst Ming-Chi Kuo also updated the forecast made in April this year. The latest forecast analyzes the configuration and performance of the high-end Meta Quest 2 Pro. In addition to reaffirming the use of mini-LED display and 2P Pancake to significantly improve visual effects, and there will be VR & AR (Video Perspective) support.

▲ Picture from: Twitter

The news also mentioned that this high-end headset will use about 16 cameras (10 headsets, two controllers total 6 (3 each)); use Qualcomm XR2 processor; with eye tracking, facial expression recognition and 3D sensing support; priced at $799 or higher; mass production in the third quarter of 2022, with shipments reaching approximately 2 million units in the second half of 2022.

▲ Picture from: Twitter

It is worth mentioning that Ming-Chi Kuo made a clearer explanation and correction of the previous analysis on Twitter not long ago, mentioning that his shipment forecast is based on his own investigation and judgment, not official data; he will 2022 Annual Meta VR/headset shipment forecasts have been revised down by 25-35% to 7-8 million units (the previous tweet was wrong here).

▲ Picture from: Twitter

Ming-Chi Kuo's latest correction also mentioned that the decrease in Meta orders was mainly in the second half of 2022. In view of Meta's reduction in hardware investment and the risk of economic recession, he lowered his forecast for Meta VR/headset shipments in the second half of 22 by 40-50% , and believes that Meta headset shipments, originally scheduled for after 2024, will be delayed.

▲ Picture from: Twitter

Whether Meta Quest 2 Pro can meet consumers as scheduled is still unknown, but from the video of Zuckerberg’s demonstration before, it can be seen that there may be a lot of distance from the metaverse that consumers expect and Meta wants to achieve. the distance.

The prototypes of several VR headsets that appeared in the Meta demo were used to overcome different technical difficulties, and hope to provide a visual experience indistinguishable from reality in the future.

▲ Picture from: Meta

At retina resolution, Meta Reality Labs has developed a prototype called "Butterscotch" (butterscotch), which can provide 55 pixels per degree of field of view, which is about 2.5 times better than Quest 2; replaced by an electronic LCD lens Half Dome 3 with mechanical lens system, focus zoom system through built-in eye tracking;

▲ Picture from: Meta

With a maximum brightness of 20,000 nits, the Starburst prototype is one of the brightest HDR displays ever built, capable of ultra-bright and high dynamic range imaging.

▲ Starburst prototype, picture from: Meta

Although these prototypes are breakthroughs in their respective areas of focus, they have many limitations, such as the most obvious airframes are still cumbersome, and Meta's goal is to integrate these technologies into one device, and this The device also has all the cameras and processors needed to run these next-generation technologies in a standalone headset, as well as a battery long enough to last in a smaller form factor than anything of its kind on the market today.

▲ Picture from: Meta

But Zuckerberg also said: "I don't think it will be that long before we can create a scene with basically perfect fidelity."

It can be seen that in Meta's view, this can only be the future and a dream at present. Interestingly, even after the presentation video was released, Meta's stock price has been falling for a long time. But there is still a dream, if it comes true.

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