According to Xu Yuqun, MIC industry analyst, VR products still have the shortage of components and manufacturing yield in the initial manufacturing, but Taiwanese manufacturers have considerable advantages in consumer electronics manufacturing. It is expected that orders will grow in 2017. In the next few years, the transfer order effect and new order demand will continue to ferment.
However, the shipments in the first half of 2017 still need to wait and see, the actual shipments will wait until the key players in the second half of 2017 release new products, the situation will be more clear.
Xu Yuqun said that in 2016, Taiwan's overall shipments were dominated by high-end PC VR, and its own branded production methods were used to spread goods and brand expansion in the global channel. Because high-end PC VR has a high purchasing potential in the game market, the industry also has high hopes for the development of VR multi-applications, and is willing to put a lot of resources on the VR brand layout to enhance the value of its own brand, including cross-industry cooperation, capital injection, The strategy of operating a direct experience store and other strategies has also brought Taiwan's overall shipment performance in 2016 to better than originally expected.
According to the MIC observation of the CMC, in 2017, Taiwan's OEM VR HMD shipments were mainly based on orders from US, Chinese and Japanese brands. Although the overall order has not been heavy, but from the product layout planning of downstream brand players, it can be seen that the leading brand players will release a number of new products in the second half of 2017, and the assembly orders will be assembled by Taiwanese manufacturers, so it is expected to be under 2017. Half a year to 2018, Taiwan VR HMD OEM orders can be expected.
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