AR Traction Will Power Next Evolution of Devices - Michael J. Palma Research Director IDC Semiconductors & Enabling Technologies
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AR Traction Will Power Next Evolution of Devices
Michael J. Palma
Research Director
IDC Semiconductors & Enabling Technologies
© IDC
The Evolution of AR & VR HMDs
Technology Searching for a Use Case
Real World
Searching Traction
for a Killer
App
Google Glass
and the
Beginning
© IDC 2
Augmented Reality Market Turns Commercial
At what stage would you say your company is
Share of Shipments for Commercial
regarding AR?
Customers
90
Share of System Shipments (%)
80
70
60
50
40
30
20
10
0
2014 2015 2016 2017 2018 2019 2020 2021 2022 2023
AR VR
Note: Includes tethered and stand-alone HMDs
© IDC 3
The Augmented and Virtual Reality Opportunity
Augmented and Virtual Reality HMD Opportunity
35,000 50,000
45,000
30,000
System Shipments (Ku)
System Revenues ($M)
40,000
25,000 35,000
30,000
20,000
25,000
15,000
20,000
10,000 15,000
10,000
5,000
5,000
0 0
2014 2015 2016 2017 2018 2019 2020 2021 2022 2023
AR Revenues VR Revenues AR Units VR Units
CAGR 185% 48% 188% 54%
© IDC 4
Sensor opportunity
Evolving growth of sensor usage
on HMDs – Increasing use of
sensors to capture context
• AR – Initially just IMUs, a basic
camera, and a microphone,
• Now seeing multiple IMUs, cameras,
and microphones, along with other
additions
• VR – Different set of priorities, still a
limited use of IMUs, but growing use
of cameras, especially for inside-out
position tracking
© IDC 5
Sensors to Drive New HMI and Position Tracking
Smarter Faster Smaller Lower Power
Camera Based
Eye Tracking
3D sensing
Position Tracking
Gesture Recognition
Display control
Optical & Proximity
Replace Buttons Movement
System Power Control Tracking precision
Microphone Headset and controller
Voice Interaction Lidar/Rada
Audio position sensing Spatial mapping
Obstacle detection 6
© IDC
Processor Ecosystem
Augmented Reality Processor Relationships Virtual Reality Processor Relationships
TI Intel NVIDIA Qualcomm Intel NVIDIA Qualcomm Samsung Allwinner Rockchip
Epson X X Facebook X
Microsoft X X Pico X
Vuzix X X X Xiaomi X
RealWear X HTC X
Google X X X DPVR X
Magic Leap X Lenovo X
Atheer X Baofeng X
DAQRI X Inlife-Handnet X X
Intel X Omimo X
Lenovo X Dlodlo X X
ODG X Magicsee X
Nibiru X
Pico X
© IDC 7
Driving the Next Generation of Experiences
Processing Connectivity Displays
Connecting HMDs to
devices and beyond
Experience & Performance
Real-Time Performance
• Limiting impact of ambient lighting
Image Processing • Size and power consumption
Position/tracking • Field of view
HMI • Transparency
• Growth of tethered HMDs in
• How will ecosystem respond AR dependent on WiGig
to the opportunity?
• 5G will improve video delivery
• How will AI requirements be
met?
© IDC 8
Essential Advice
Offer buyers end-to-end solutions with precisely targeted projects that
drive discernable benefits that don’t overpromise and underdeliver.
Driving AR into more enterprise companies will require platforms for
managing AR and developing compelling content – focus on your
ecosystems
AR vendors must accommodate an IT organization’s eventual move
from mobile AR to headset-based solutions. For VR, most organizations
will not understand the complexities of deploying VR; partners will be
critical.
The opportunity is now, evaluate partners on ability to execute now, in
addition to a vision for the future.
For VR, technology will drive platforms, but use cases must be
demonstrated and ROI established for enterprise opportunities.
© IDC 9
For More Information
Michael J. Palma
mpalma@idc.com
650-350-6246
www.idc.com
Twitter
https://twitter.com/@IDC
LinkedIn
https://www.linkedin.com/company/idc
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