[Guo Mingyi: Apple's second-generation AR/MR is expected to be mass-produced in 2025, when shipments are about 10 times that of the first-generation Touxian this year.] Science and Technology Innovation Board Daily, 16, well-known analyst Guo Mingyi pointed out today that the second-generation Apple AR/MR headgear is expected to be mass-produced in 2025, there are two versions, and the second-generation shipments in 2025 are expected to be about 10 times that of the first-generation equipment in 2023. Gao Wei Electronics will be one of the CCM (camera modules) suppliers of second-generation Apple AR/MR equipment, with an expected supply ratio of 70% and more than 80%. In addition, Sharp may withdraw from the iPhone 16 camera module supply chain, it said.