7 Tech Predictions For 2022: Apple-Facebook Face-Off In Metaverse, Tesla Reigns Supreme, Quantum Takes A Big Leap, And More – Apple (AAPL), Microsoft (MSFT), Tesla Motors (TSLA)

Tech shares stood out in 2021 with their strong performances and lent assist to the broader market. As the brand new yr will get underway, a high analyst is offering a greater understanding of what is forward for the sector in 2022.

Listed below are Loup Funds Managing Companion Gene Munster’s 2022 predictions for a number of high tech shares:

1. Apple, Fb To Vie For Prime Honors: Apple, Inc. (NASDAQ:AAPL) will seemingly be the top-performing FAANG inventory in 2022, though it’s going to face competitors from Meta Platforms, Inc. (NASDAQ:FB), analyst Munster mentioned. Traders are prone to view these two corporations are the most secure selections to put money into the metaverse, he added.

2. Apple Will Lastly Unveil Its MR Headset: Apple will seemingly preview its combined actuality headset at its annual Worldwide Builders’ Convention 2022, Munster mentioned. MR, based on the analyst, is a degree of wearable computing that sits between digital actuality and augmented actuality.

“Whereas income will not begin till 2023, Apple’s headset reveal might be a strong assertion that it means enterprise on the subject of metaverse,” the analyst mentioned.

3. EV Theme To Cool Off: Munster sees a headwind to the EV theme in 2022. The bygone yr noticed massive EV corporations and conventional autos moving into the EV recreation, the analyst mentioned. On condition that investing themes don’t repeat within the subsequent yr, it’s seemingly that the red-hot EV theme cools off in 2022, he added.

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4. Tesla Will Beat Deliveries Forecast, Rivian And Lucid To Lag Behind: 2022 is the yr when the EV focus shifts to deliveries, Munster mentioned. Tesla will seemingly exceed consensus expectations of 1.2 million deliveries and end the yr between 1.2 million and 1.3 million autos, the analyst mentioned.

Rivian Automotive, Inc. (NASDAQ:RIVN) and Lucid Group, Inc. (NASDAQ:LCID) might be challenged to satisfy consensus supply expectations given they’re ramping manufacturing into a decent labor and part market, he added. The analyst sees a slight draw back to 2022 consensus expectations of 42,000 models for Rivian and 22,000 models for Lucid.

Quantum Computing Theme Beneficial properties Prominence: Quantum computing, the analyst mentioned, could not resolve the chip scarcity, but it surely ushers within the subsequent evolution of chips.

Quantum computing options differ from binary ones in that quantum chips could be each zero and one, concurrently — a state referred to as superimposition, the analyst mentioned. The flexibility to function in superposition exponentially will increase the pace of calculations, which improves Silicon’s efficiency and permits for extra sophisticated issues to be solved, he added.

Firms that would leverage on this evolving theme embrace large-caps comparable to Nvidia, Inc. (NASDAQ:NVDA), Alphabet, Inc. (NASDAQ:GOOGL) (NASDAQ:GOOG) and Microsoft Company (NASDAQ:MSFT) and pureplay quantum corporations comparable to IonQ, Inc. (NYSE:IONQ), Munster famous.

Sony To Reenter VR Gaming: Munster expects Sony Group Company (NYSE:SONY) to recapture among the lower-end VR gaming market with a brand new headset in 2022, providing competitors to Fb’s Oculus.

Extra Huge Manufacturers To Experiment With Digital Items: NFTs had been a serious theme for 2021, and forward-thinking manufacturers like Nike, Inc. (NYSE:NKE) and adidas AG (PNK: ADDYY) participated, Munster famous. The analyst expects different vogue and luxurious manufacturers to equally experiment with NFT in 2022.

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