identified a dozen stocks, including Taiwanese server designer Wiwynn and Chinese acoustic component maker GoerTek, whose products could also be in hot demand thanks to metaverse applications.
“Many Korean CEOs have a sense of crisis that they will fall behind if they fail to adjust to technological changes . . . therefore they will probably be the early adopters of the metaverse,” said Choi Joon-chul, chief executive of VIP Research and Management. For consumers, the types of hardware purchases they make will depend on how they use the metaverse – whether for virtual offices or to attend live concerts performed within video games, investors said. How immersive the metaverse can become will depend on the quality of the virtual reality involved, said Choi of VIP Research and Management.
But that will not happen immediately. Even according to the most optimistic manufacturers, the headset market will lag smartphones for years, said Lai. “But it’s not about virtual reality versus the smartphone. It’s about a general move of smarter gadgets becoming more complementary.”