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MR行业深度研究报告：苹果MR发布在即，XR赛道风云再起-20230602-华创证券-26页
苹果MR发布在即，XR赛道风云再起 XR硬件持续迭代但仍缺乏标杆性产品，内容端匮乏成为限制XR出货核心因素。20年在OculusQuest2（硬件端）和《半条命：ALYX》（软件端）的刺激下，XR迎来一波热潮。后续虽然XR硬件端不断创新，Meta/Pico/创维数字等玩家纷纷发布新品，但受限于软件端创新乏力，客群拓展受限，自21年起 XR硬件市场需求趋缓。以智能手机行业发展历史为鉴，优秀的产品和内
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