Big 4 VR/AR Strategy Now Clear
With Apple’s announcement of its AR and VR strategy two weeks ago, and more or less concurrent announcements from Microsoft and Google last month, we now have a much clearer picture of how the big four (Microsoft, Google, Apple and Facebook) are approaching enhanced, location aware AR/VR computing. Since everything really follows what the companies at the top of the pyramid do, it’s worth quickly summarizing their strategies.
(1) Microsoft. The Microsoft 10 MR an update this fall is going to significantly change the landscape. This is much, much more than the Hololens. It's $300, plug and play, inside out looking headsets from major manufacturers. Plug your headset into your Windows 10 computer and select it from a menu like a printer.
(2) Google. In addition to Cardboard, Daydream, and its investment in Magic Leap, Google announced a welcome expansion of its Daydream VR platform: a $600 inside out (MR) headset running Qualcomm’s Snapdragon it calls "Standalone VR", coming in Q4 from HTC and Lenovo.
(3) Apple AR & VR. Apple just announced its next version of the iPhone will be optimized for handheld AR computing, with multiple depth-sensing cameras. New Macs will be VR enabled, like MS MR, with plug and play third-party headsets like the HTC Vive. Older Macs can be made VR/MR capable with graphics drive that works like an external hard drive.
(4) Facebook. Facebook already declared for Oculus and Oculus Store (Samsung Gear). Gear is by far the most popular headset and its simple plug and play mobile VR headset sold over 6 MM units in 2016, and is on track to do the same this year.
While the near-term action will be on the smartphone, the long-term vision of the industry is a head-worn computer that eliminates the need for a screen, solving one of the most vexing problems of modern life.
This flood of new information about the state of AR allows me to paint a more detailed, current and accurate view of the industry. I distilled my observations into my ARinAction Presentation. Check it out.
Date: 30/10/2017Read more
Date: 28/08/2017Read more