20230606_招商证券_电子行业苹果WWDC23跟踪报告:VisionPro开启空间计算新时代芯片及系统持续升级优化_23页.pdf
|2023 06 06 WWDC23 TMT/6 6 1 WWDC23 Apple Vision Pro M2 Ultra MacBook Air15 Mac Studio Mac Pro iOS17 iPadOS 17 macOS Sonoma watchOS 10 tvOS17 1 MR VisionPro iPhone 1 Vision Pro VR AR 3D 2 M2+R1 M2 R1 12ms 3 Micro OLED 2300 4K 3P Pancake IPD 4 12 5 6 5 6 EyeSight OLED AR 7 Persona VisionPro Persona 8 OpticID 9 VisionOS 3D 10 3D 11 2 3499 24 2 M2Ultra Mac Apple 1 M2 Ultra 5nm M2 Max UltraFusion 2.5TB/s 192GB M1 ultra50%2 M2 Max 800GB/s M1 Ultra CPU 20%GPU 30%40%2 MacBook Air15 M2 15.3 Liquid Retina 11.5mm 3.3 15 18 4/RMB 10,499 3 Mac studio M2 max M2 ultra 1 3 Mac Pro M2 ultra Intel 3 Max Apple Mac Mac Studio M2 Max RMB 16,499 M2 Ultra RMB 32,999 Mac Pro RMB 55,999 Mac Pro RMB 59,999%466 9.4 78307 9.4 57910 8.2%1m 6m 12m 6.9 7.4 13.8 11.2 10.0 19.8 1 CQ1 CQ2 AI 2023-05-05 2 CQ4 CQ1 2023-02-05 3 CQ3 CQ4 2022-10-28 S1090511060002-20-100102030Jun/22 Sep/22 Jan/23 May/23(%)电子 沪深300VisionPro 2 3 iOS17 1 2 3 4 AirDrop 5 6 AOD 7 Siri iPadOS17 APP PDF macOS Sonoma Safari Audio&Home AirPods Adaptive Audio tvOS17 Face Time watchOS10 4 Vision Pro VisionPro Vision Pro iphone Retina Vision 2B2C AIGC alpha Vision IPD YWAZvMqNoNoPrPsRrMtMpO9PbP6MoMrRmOsRlOnNpRlOoOtM8OnNyRxNqMoMwMmPnP 3 WWDC23 1 Vision Pro Apple Vision Pro Vision Pro VR AR 3D 1 Vision Pro 2 Apple wwdc23 Apple wwdc23 3 AR VR 4 AR VR Apple wwdc23 Apple wwdc23 5 Vision Pro 6 VisionPro Apple wwdc23 Apple wwdc23 4 2 M2+R1 M2 R1 12ms 7 M2+R1 Apple wwdc23 3 Micro OLED 2300 4K 3P Pancake IPD 8 Micro-OLED 9 Micro-OLED Apple wwdc23 Apple wwdc23 10 3P Pancake 11 Apple wwdc23 Apple wwdc23 5 4 12 5 6 12 Vision Pro 12 5 Apple wwdc23 13 14 Apple wwdc23 Apple wwdc23 5 6 15 16 Apple wwdc23 Apple wwdc23 6 EyeSight OLED AR 17 Vision Pro EyeSight AR 18 Vision Pro EyeSight VR Apple wwdc23 Apple wwdc23 7 Persona VisionPro Persona 19 Persona 20 Apple wwdc23 Apple wwdc23 8 OpticID 7 21 OpticID 22 Apple wwdc23 Apple wwdc23 9 VisionOS 3D 23 visionOS 24 VisionOS Apple wwdc23 Apple wwdc23 10 3D 25 VisionPro 1 26 VisionPro 2 Apple wwdc23 Apple wwdc23 8 27 28 100 3D Apple wwdc23 Apple wwdc23 29 Vision Pro 30 Vision Pro Apple wwdc23 Apple wwdc23 31 Vision Pro 32 Vision Pro Apple wwdc23 Apple wwdc23 9 33 Vision Pro 34 Vision Pro 3D Apple wwdc23 Apple wwdc23 11 2 Vision pro 35 36 2 Apple wwdc23 Apple wwdc23 3499 24 37 Apple Vision Pro Apple wwdc23 10 2 M Mac Mac Apple M2 Ultra 1340 M2 MAX UltraFusion 2.5TB/s M1 Ultra M2 Ultra 24 CPU 20%76 GPU 30%32 40%192GB M1 Ultra 50%2 M2 Max 800GB/s 38 M2 Ultra M2 Max 39 M2 Ultra Apple wwdc23 Apple wwdc23 15 MacBook Air 15 11.5 3.3 15.3Liquid 5mm 500 10 M2 15 MacBook Air Intel MacBook Air 12 18 M2 15 MacBook Air RMB 10,499 RMB 9,699 6 7 40 15 MacBook Air 41 MacBook Air 15 Apple wwdc23 Apple wwdc23 Mac Studio Mac Studio M2 Max app M1 Max 25%Intel iMac 4 M2 Ultra Mac Studio M1 Ultra Mac Studio 50%3 22 8K ProPres Intel iMac 6 6 Pro Display XDR Mac studio 8 Thunderbolt PCI 6 Gen 4 Mac Studio M2 Max RMB 16,499 M2 Ultra RMB 32,999 6 7 13 11 Mac Pro M2 Ultra Intel Mac Pro 3D 3 192GB 24 4K MacPro RMB 55,999 MacPro RMB 59,999 6 7 42 Mac Studio 43 Mac Pro Apple wwdc23 Apple wwdc23 3 1 iOS17 1 Contact Posters Live Viocemail 2 Facetime 3 Messages Check in Stickers APP 4 AirDrop 5 Autocorrect transformer 6 Journal APP iPhone 7 standby iPhone 8 Siri 12 44 iOS 17 Apple wwdc23 45 Contact Posters&Live viocemail 46 Facetime Apple wwdc22 Apple wwdc22 47 48 Apple wwdc22 Apple wwdc22 13 49 Check in 50 Stickers Apple wwdc23 Apple wwdc23 51 52 Autocorrect Apple wwdc22 Apple wwdc22 53 APP 54 Apple wwdc23 Apple wwdc23 iOS 2007 1 9 Macworld iOS iPhone iPod touch iPad iOS macOS Unix iOS iPhone OS iPad iPhone iPod touch iPhone OS 2010 iOS 1 iOS 发布时间 版本 概述及 亮点 2007 1 9 iPhone OS 2007 1 MacWorld iPhone iOS iPhone Runs OS X iOS 14 发布时间 版本 概述及 亮点 UI iPhone OS iOS 1.0 Safari 2008 6 9 iPhone OS 2 2008 iPhone OS 2 iOS 2 App Store iOS App Store iOS App Store 2009 6 8 iPhone OS 3 iPhone 3.0 iPhone iPhone OS iPhone 2010 6 22 iOS 4 iPhone OS 2010 iOS iOS 4 iOS iOS 4 2011 6 7 iOS 5 iOS 5 iOS 4 iOS 5 Siri Siri iOS Siri iOS iOS5 App Store 2012 6 12 iOS 6 iOS 6 Google Maps iOS 6 Siri Passbook FaceTime 2013 9 19 iOS 7 iOS 7 iOS 6 iOS 7 AirDrop CarPlay iOS Siri 2014 6 3 iOS 8 iOS 8 Handof Instant Hotspot QuickType iCloud Drive 5GB Apple Music Beats 2015 9 16 iOS 9 iOS 9 News Siri Spotlight Siri iOS 9 iPad Night Shift iOS 9 iPhone 6s iPhone 6s Plus 3D Touch iOS 9 Helvetica Neue 15 发布时间 版本 概述及 亮点 2016 6 14 iOS 10 iOS 10 iMessage iOS 10 iOS 10.2 App 100 iOS 10.3 iPhone AirPods Siri App 2017 9 20 iOS 11 iOS 11 iPad iMessage Live Photo iOS 10 3D Touch Siri Apple Pay Cash Apple Pay 2018 6 5 iOS 12 iOS 12 Siri Apple Books iBooks Apple News iMessage FaceTime iOS iPhone 5s iPad Air 70%50%App 2019 6 4 iOS 13 iOS 13 2 ID 30%iPhone 6s iOS 13 App App Apple ID Apple Sign in with Apple iPhone AirPods Apple Music Siri iMessage app 2020 6 23 iOS 14 iOS 14 App Apple TV 2021 6 8 iOS 15 iOS 15 Focus Mode iOS 15 FaceTime app app app Safari SharePlay 2022 6 7 iOS 16 2022 6 iOS 16 iOS 16 iOS 16 Apple wwdc 16 55 iOS Apple wwdc 2 iPadOS 17 IpadOS Final Cut Pro Logic Pro iPad app IPadOS17 iPad APP iPad PDF iPad PDF PDF APP PDF 56 iPadOS 17 57 Apple wwdc23 Apple wwdc23 17 58 app 59 PDF Apple wwdc23 Apple wwdc23 3 macOS Sonoma MacOS Sonoma 1 2 Widgets iPhone Mac WiFi 3 CPU GPU 4 AR 5 Safari WebKit URL iCloud keychain safari cookie 18 60 macOS Sonoma Apple wwdc23 61 62 Apple wwdc23 Apple wwdc23 63 Game Mode Apple wwdc23 19 64 65 AR Apple wwdc23 Apple wwdc23 66 Safari Apple wwdc23 4 Audio&Home AirPods Adaptive Audio 67 68 Apple wwdc23 Apple wwdc23 20 airpods 69 70 Apple wwdc23 Apple wwdc23 Apple TV tvOS17 airpod Siri Siri iPhone 71 TVOS17 Apple wwdc23 Apple TV Face Time Continuity Camera Apple TV Face Time iPhone iPad iPhone Apple TV Apple TV Face Time Continuity Camera API Zoom Webex iPhone iPad Apple TV Face Time 21 72 Face Time 73 Audio&Home Apple wwdc23 Apple wwdc23 5 watchOS 10 watchOS 10 Widgets 74 watchOS 10 75 Apple wwdc23 Apple wwdc23 world clock 76 1 77 2 Apple wwdc23 Apple wwdc23 22 iPhone watchOS 10 Compass 2 78 79 Apple wwdc23 Apple wwdc23 80 Apple wwdc23 23 14 08-11 11 TMT 11/12/14/15/16/17/19/20/21/22 2/5/2/2/4/3/3/4/3/5 11/12/14/15/16/17/18/19/20 2/4/1/2/3/3/2/3/3 10/14/15/16/17/18/19/20 TMT/1/2/3/3/3/3/2/2/1 2018/2019 2019/2020/2021 2020 2021 2021 6-12 A 300 500 20%5-20%5%5%