Guo Minghui on WWDC23: Compared to Apple's Head Display, investors are more interested in AI

On June 5th, it was announced that Apple will hold this year's World Developers Conference (WWDC23) in the early hours of Tuesday, Beijing time, and is expected to launch its first hybrid reality headworn device. Renowned Apple analyst Guo Minghui stated before the meeting that investors are not as interested in Apple's headwear devices as in artificial intelligence services

On June 5th, it was announced that Apple will hold this year's World Developers Conference (WWDC23) in the early hours of Tuesday, Beijing time, and is expected to launch its first hybrid reality headworn device. Renowned Apple analyst Guo Minghui stated before the meeting that investors are not as interested in Apple's headwear devices as in artificial intelligence services.

It is reported that the theme of this global developer conference is Apple's hybrid reality headworn devices. But Guo Mingyi said that investors are more eager to understand Apple's progress in the field of artificial intelligence.

In a tweet released on Sunday, Guo Mingyi provided content on the "recent discussions with investors" regarding Apple's global developer conference. In terms of headwear devices, some people believe that if Apple really releases this device, it will "greatly affect 3D interaction design and computer 3D graphics", just like ChatGPT's impact on AI and generative AI and other fields.

If the news released by Apple can exceed market expectations, Guo Mingyi believes that this headwear device "can still benefit Apple and major suppliers' stocks".

However, most of Guo Minghui's tweets revolve around artificial intelligence and generative artificial intelligence, as investors are more interested in when Apple will launch services similar to ChatGPT recently, rather than this headworn device. In fact, the success of this headworn device in the long run clearly depends on its ability to "highly integrate with artificial intelligence and generative artificial intelligence".

Part of the reason is that compared to the numerous commitments made by the artificial intelligence industry, relevant suppliers will still lack "substantial revenue and profits" in the next two years. Guo Mingyi believes that Nvidia's "significantly better than expected Q2 performance guidance" is evidence of shifting public attention.

Guo Mingyi did indicate that this year's Global Developers Conference may release artificial intelligence or generative artificial intelligence services, which statement "helps to continue the current enthusiasm for artificial intelligence investment".

If Apple requires higher hardware to support generative artificial intelligence services, Guo Mingyi added, this may lead to an increase in "hardware replacement demand".

Although Apple is definitely striving to build its own machine learning capabilities, third-party developers may take advantage of other similar services first. A survey conducted in April this year showed that 80% of Mac developers plan to integrate ChatGPT into their applications. (Chen Chen)