Lianzhan’s investment control technology is favored, and Apple approached the door to jointly develop antenna modules | Anue Juheng-Taiwan Stock News

Apple (AAPL-US) Actively expand the Metaverse, and will launch AR/MR head-mounted products, but foreign sources pointed out that Apple’s launch of this product may be further delayed due to software and component problems. Find the Taiwan factory for continuous exhibition investment control (3710-TW) jointly developed, Lianzhan Investment Control does not comment on customers, but confirmed that there are new VR/MR cases in progress with customers recently.

Lianzhan Investment Control is a holding structure, and its wireless communication business unit has been divided into Lianteng (6818-TW), Lianzhan Investment Holdings holds 60% of the shares and focuses on antenna module related technologies.2498-TW) VIVE, as well as major domestic suppliers of head-mounted device antennas such as VR and Metaverse’s new XRspace, with built-in antenna design capabilities and shipment performance, mature technology, and the group has originally supplied a number of Apple products and has rich experience, so it was selected by Apple. Favor, find common development.

In fact, Apple attaches great importance to the development of AR/MR. CEO Cook has publicly expressed his optimism many times that AR can be used not only in games, but also in the fields of health, education, and retail, with great market potential. In addition, analysts believe that , Apple has invested for many years, the purpose is to replace the iPhone with an AR headset in 10 years.

According to previous rumors in the market, Apple VR will be an MR standalone headset with an M1-level processing system that uses camera lenses to provide an MR experience. However, a recent foreign report pointed out that the development process of Apple’s headset has encountered obstacles, faced with the development of software, lenses and other components, and the launch schedule has been delayed again; market interpretation, Apple has found a factory to develop, and there is also the smell of continuing to remove development bottlenecks.

Lian Zhan said that the lightweight of the head-worn device is very important for the internal space requirements. The antenna must not only be able to reduce the volume and maintain the transmission efficiency, but also through the diversified manufacturing process, Lian Teng can meet the goals required by customers.

In addition, Lianzhan is also expanding the electric vehicle market. At present, in addition to in-vehicle audio and video connector products, it also indirectly enters the charging pile supplier of major electric vehicle manufacturers through customers. It is expected to gradually ferment from this year. The company is optimistic. With the situation eased, the operation is expected to get rid of the sluggishness in recent years and strive for profit performance.


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