Apple's (AAPL -0.35%) new VR headset has impressive graphics, but that's the work of Sony (SONY -0.13%), the electronics giant. And as a key constraint on the device's supply, it's Sony that may be a big beneficiary of Apple's VR growth. Travis Hoium covers the supply constraint in this video. 

*Stock prices used were end-of-day prices of June 21, 2023. The video was published on June 25, 2023.