AR Insider

MAY 10, 2021

So it’s time once again for our ongoing exercise to extrapolate unit sales. By “Oculus,” we mean hardware and software. That’s about 28 percent of Oculus’s overall ARPU ($454), given $299-$399 hardware.*. That makes hardware revenue $311 million of the above $432 million. . ((($732,000,000 – $300,000,000)(1-.28)(.90))

Data 329

Data Exercises Hardware Oculus 329

AR Insider

JUNE 23, 2020

Like in our ongoing “ follow the money ” exercise, they’re each building wearables strategies that support or future-proof core businesses where tens of billions in annual revenues are at stake. The story is similar for Amazon , Microsoft and Bose (kind of), but the biggest impact could come from Apple. Head Start.

Wearables 252

Wearables Apple AR Trends 252

AR Insider

JANUARY 14, 2021

These are marks of an industry that’s moving into adolescence, With that backdrop, we embarked on our annual exercise of examining lessons from the past 12 months and projecting the next 12. Those subdivisions include hardware and software, as well as consumer and enterprise use cases. The Spatial Spectrum. There are 3.46 Steady Gains.

Wearables 332

Wearables AR Apple Hardware 332

XR Today - Virtual Reality

JUNE 28, 2024

As the middle of the year approaches, major industry players are pivoting plans and exercising caution going into the new year. Even Realities Debuts G1 Digital Glasses German XR hardware vendor Even Realities is launching its first smart glasses product, the G1 Digital Glasses. Still, it seems to be encountering issues with this plan.

Apple 188

Apple Wearables Groups Hardware 188

AR Insider

AUGUST 7, 2019

One of the biggest ongoing points of speculation in the AR industry is the fate of Apple’s rumored glasses. Given Apple’s track record in mainstreaming emerging technology, AR proponents are hoping for some of that signature halo effect. Apple has too much on the line to abandon AR glasses. Follow the Money.

Apple 205

Apple AR Wearables Exercises 205

AR Insider

OCTOBER 15, 2019

Picking up where we left off last week in examining Apple’s hearables strategy, what’s Google’s counterpoint? With Apple out of the way, we’ll now tackle Google (and Bose next week). Hardware sleekness can be improved much easier than a quality AI engine can be built. A Vessel for Google Assistant.

AR 285

AR Google Apple Strategy 285

AR Insider

MARCH 11, 2021

Apple signals interest in location-relevant AR through its geo-anchors and Project Gobi. Facebook wants to be the social layer to the spatial web, while Amazon wants to be the commerce layer and Apple envisions a hardware-centric multi-device play. ” But it’s not alone. Where does Google fit in all of this?

Google 449

Google AR Real Estate Data 449

XR Today - Mixed Reality tag

DECEMBER 23, 2024

2024 has been quite the year for Meta and its XR ambitions; just as AI and the Apple Vision Pro took over headline space this year, Meta was underpinning its foothold on the XR market. For training and consumer gaming markets, the Quest MR headset range has improved hardware that achieves higher-fidelity shared immersive experiences.

AR 122

AR Strategy Hardware Exercises 122

AR Insider

SEPTEMBER 19, 2019

Commodity players will follow as is often the case; and the ensuing hardware penetration will be the first step to audio AR. Bose is already there with Bose AR, while Google has developed live language translation apps and Apple will enter a bit later, as it often does. The second step will be apps. Its wearables unit reported $5.5

AR 252

AR Wearables Google Apple 252

AR Insider

APRIL 29, 2021

The latest such exercise zeroes in on headworn AR revenues. This is the starting point for the headworn AR opportunity, as other revenue categories like software build on the hardware base. These totals include enterprise and consumer hardware, the former leading in early years. million in 2024. million units in market by 2024.

AR 268

AR Hardware Exercises Microsoft 268

AR Insider

MARCH 11, 2020

Like in our ongoing “ follow the money ” exercise, they’re each building wearables strategies that support or future-proof core businesses where tens of billions in annual revenues are at stake. But unlike the above software-based initiatives, we’re talking hardware. For Google that of course means search.

Wearables 326

Wearables Google AR Amazon 326

AR Insider

MAY 4, 2020

This counts consumer and enterprise hardware as well as software and services. As a qualifier, this is different than an installed base figure that measures cumulative in-market hardware. The wild card for consumer AR of course is Apple, as its entrance could inflect the market through its signature halo effect. Vantage Points.

Data 267

Data Wearables AR Apple 267

AR Insider

JULY 1, 2021

The latest such exercise zeroes in on mobile AR revenues. Drilling down, our latest Behind the Numbers installment looks specifically at the mobile AR hardware base. Compared to the uphill battle that AR glasses face , mobile AR — though challenged in its own ways — has an easier climb due to ubiquitous hardware.

AR 346

AR Hardware Exercises Google 346

AR Insider

SEPTEMBER 26, 2019

So predicting AR’s trajectory becomes an exercise in “ following the money.” For Apple, AR’s job is to sell more hardware. Facebook Hardware Lead Andrew Bosworth Explains Live Maps. And the content will only be valuable if there’s enough hardware through which to experience it.

Exercises 266

Exercises Magic Leap AR Data 266

AR Insider

DECEMBER 9, 2020

Facebook wants to be the social layer to the spatial web, while Amazon wants to be the commerce layer and Apple wants a hardware-centric multi-device play. These visions often trace back to their core businesses. Where does Google fit in all of this? It wants to be the knowledge layer of the spatial web.

Google 355

Google Data AR Exercises 355

Road to VR

FEBRUARY 19, 2024

Product designer Eugene Nadyrshin says the ostensibly hardware agnostic controller will use custom hand-tracking models together with IMUs for sensor fusion, and include a Linear Resonant Actuators (LRA) at the back of the hand which give vibro-tactile feedback. Here’s why: Hardware is very hard, but it’s also a moat. Not happening.

Hardware 304

Hardware Exercises Hand tracking Samsung 304

AR Insider

DECEMBER 21, 2020

As quick background for those unfamiliar, ARCore is Google’s AR developer platform — the counterpart to Apple’s ARkit — as well as its consumer-facing vessel. That’s just a thought exercise of course. To experience ARCore apps on an Android device, you must first have the Google Play Services for AR app.

Data 304

Data Google AR Exercises 304

AR Insider

FEBRUARY 27, 2020

Like in our ongoing “ follow the money ” exercise, they’re each building wearables strategies that support or future-proof core businesses where tens of billions in annual revenues are at stake. It’s classic Apple, but others are following. Microsoft had a similar fate in smartphone era. in mobile workflows.

Wearables 252

Wearables Microsoft AR Amazon 252

Road to VR

APRIL 25, 2024

Apple vs. Microsoft. Apple vs. Google. Imagine one for exercise that extra-light, sweat-wicking materials. This puts Meta in an entirely new position as a platform holder, as it now seems the company is trying to beat Google at its own game. And you know what, it just might win. It’s a tale as old as time.

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Google Gaming Samsung Apple 294

AR Insider

JANUARY 21, 2020

We’ve generally stated “tens of billions” for the collective investment scale of the big five — Facebook, Google, Amazon, Microsoft and Apple. Apple, Microsoft, Facebook, Google, Snap and Qualcomm are all making significant investments. But our standards of precision are higher, and you deserve better.

Head Mounted Display 256

Head Mounted Display Exercises AR Trends 256

AR Insider

AUGUST 14, 2020

Like in our ongoing “ follow the money ” exercise, they’re each building wearables strategies that support or future-proof core businesses where tens of billions in annual revenues are at stake. The story is similar for Amazon , Microsoft and Bose (kind of), and the 800-pound gorilla in wearables, Apple.

Wearables 252

Wearables AR Augmented Reality Strategy 252

AR Insider

JULY 16, 2021

To put some numbers behind that, 75 percent of apps in Apple’s App Store’s first year were paid apps — similar to VR today. They are willing to pay for content, just like they were willing to pay for prototype unproven hardware and generally, they have higher purchasing power than the average person.”.

Trends 385

Trends Exercises AR Unity 385

ARVR

OCTOBER 18, 2022

One such exercise recently zeroed in on headworn AR revenues. This is steep growth that leans on a few potential wild cards and inflections, such as Apple’s market entrance. Drilling down, our latest Behind the Numbers installment zeroes in hardware unit sales. But it’s not just about Apple. million in 2026. Why is this?

AR 182

AR Magic Leap Hardware Apple 182

VRScout

JANUARY 7, 2020

Are augmented reality personal trainers the future of at-home exercise? Samsung will remain a hardware company, forever,” said Hyunsuk Kim, CEO of Samsung’s consumer electronics division. Of course, it goes without saying that the products shown are still very much in their developmental stage.

Samsung 204

Samsung AR Augmented Reality Exercises 204

AR Insider

NOVEMBER 5, 2020

Facebook wants to be the social layer to the spatial web, while Amazon wants to be the commerce layer and Apple envisions a hardware-centric multi-device play. These visions often trace back to their core businesses. Where does Google fit in all of this? It wants to be the knowledge layer of the spatial web.

Google 326

Google Data AR Exercises 326

AR Insider

OCTOBER 22, 2019

Picking up where we left off with Apple’s and Google’s respective hearables strategies, how does Bose compare? With Apple and Google out of the way, we’ll now tackle Bose. How is audio AR aligned with its plan to future proof its leading position in high-end audio hardware? Hardware Blitz. Already There.

AR 195

AR Hardware Wearables Data 195

GizModo VR

FEBRUARY 12, 2021

Syncing all of your Apple data and files to devices that aren’t made by Apple isn’t the exercise in futility that it once was. There are now several signs that Apple is ready to cautiously welcome users of other hardware to its services, including tools for Chrome, Windows, and Android.

Data 109

Data How To Exercises Apple 109

AR Insider

NOVEMBER 29, 2019

This is an exercise in choosing the right lessons and, as always, timing. Boland and McDowall run through each of these players — Apple, Google, Facebook, Amazon and Microsoft — to compare and contrast their AR ambitions. And a constellation of wearables fits another key Apple M.O.: It’s not just the glasses.

Wearables 205

Wearables AR Apple Exercises 205

AR Insider

JANUARY 24, 2020

AR Insider’s ongoing coverage of The AR Show episodes is an exercise in deconstructing and synthesizing the musings of spatial computing’s top minds. This “ follow the money ” exercise is a key AR confidence signal. Apple, Microsoft, Facebook, Google, Snap and Qualcomm are all making significant investments.”

AR 229

AR Apple Exercises Wearables 229

AR Insider

JUNE 30, 2021

To put some numbers behind that, 75 percent of apps in Apple’s App Store’s first year were paid apps — similar to VR today. They are willing to pay for content, just like they were willing to pay for prototype unproven hardware and generally, they have higher purchasing power than the average person.”.

Trends 305

Trends Exercises AR Gaming 305

ARVR

AUGUST 11, 2022

This is an exercise we’ve done every quarter for several years, but with a different approach lately given Meta’s disclosures. million*, making hardware $348.04 This averages out at $349, but we’ve reduced the estimated hardware ARPU to $329 due to weighted sales for the base model (common for new hardware).

Exercises 147

Exercises Hardware Software AR 147

AR Insider

JANUARY 29, 2020

Among tech’s big five — Apple, Google, Amazon, Microsoft and Facebook — all but Facebook have crossed the mark. Apple was first, followed by Microsoft and Amazon (which has since dipped below the mark). Some of it depends on business models, with companies like Apple faced with inherent challenges of hardware.

AR 195

AR Amazon Microsoft Data 195

XR Today - Augmented Reality tag

SEPTEMBER 11, 2023

Reports have revealed that Apple could potentially ramp up work on a pair of augmented reality (AR) smart glasses that could support the release of the company’s Vision Pro headset. With the proposed smart glasses, Apple fans may tether the devices to their iPhones similarly to others like its Watch and AirPods wearables.

Apple 97

Apple AR Head Mounted Display United States 97

ARVR

AUGUST 10, 2021

So it’s time once again for our quarterly exercise to extrapolate unit sales. By “Oculus,” we mean hardware and software. That’s about 28 percent of Oculus’s overall ARPU ($454), given $299-$399 hardware.* But going one level deeper, what market signals can serve as formula inputs to estimate Quest 2 sales specifically?

Exercises 130

Exercises Hardware Oculus Apple 130

ARVR

MAY 31, 2022

One such exercise recently zeroed in on headworn AR revenues. This sum consists of AR glasses consumer and enterprise spending in hardware and software. Drilling down, our latest Behind the Numbers installment zeroes in hardware unit sales. These totals include enterprise and consumer hardware, the former leading in early years.

AR 147

AR Hardware Exercises Virtual Reality 147

Upload VR

APRIL 22, 2024

Quest will remain only as the hardware brand for Meta's first-party headsets. A headset "designed for exercise that's extra-light with sweat-wicking materials". UploadVR David Heaney Samsung is the first announced hardware maker adopting Android XR, and Google is reportedly trying to court other companies too.

Software 145

Software Google Exercises Hardware 145

ARVR

FEBRUARY 2, 2021

Apple-related hardware rumors have become a favorite pastime in the AR world. As you’ve likely heard, Bloomberg reported last week that Apple has plans for a VR headset to release next year. about one per-Apple store, per-day. We’ve been asking ourselves this question in light of our ongoing “ follow the money “ exercise.

Apple 100

Apple AR Virtual Reality Exercises 100