Virtual Reality – Global Thematic Research

“Virtual reality” (VR) immerses the user in an entirely artificial world. It can be used to play a video game, simulate a battlefield or visualise an architect’s imagination. “Augmented reality” (AR) allows the user to see the real world overlaid with a layer of digital content, such as sensor-based data, sound, video, graphics or GPS information. By contrast, “mixed reality” (MR) enables the user to see virtual objects integrated into the real world.

VR and MR are shaking up the world of film, television and video games. AR headsets have the potential to make workers in every industry more efficient. Indeed, AR could be hugely disruptive because, ultimately, it could displace the smartphone as the consumer’s main user interface with the digital world. This is why all the big technology and media companies are taking this technology so seriously.

Inside this report, we will look at the prospective merket for Virtual Reality in computing platform

Scope

This report is part of our ecosystem of thematic investment research reports, supported by our “thematic engine”.

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Companies mentioned

Alibaba

Alphabet

Amazon

Ambarella

AMD

Apple

Baidu

Facebook

GoPro

HTC

InvenSense

Largan

LG Electronics

Microsoft

Nintendo

Nvidia

Qualcomm

Samsung Electronics

Sony

Sony

Tencent

Tencent

Twitter

Walt Disney

Table of Contents

PLAYERS

DEFINITIONS

Virtual Reality

Augmented Reality

Mixed Reality

TRENDS

VALUE CHAIN

Semiconductors

Components

Headsets and ecosystems

Cloud infrastructure

Artificial intelligence

Applications and content

INDUSTRY ANALYSIS

AR could be the next mobile computing platform

The system requirements for many VR headsets can be demanding

Most VR products are still in “beta testing” while AR and MR are still in the lab

Prices are still high

The vomit problem is not yet fully solved

There is a general lack of content, but also some amazing success stories

The ecosystem battles have started

The future of VR, AR and MR

is founded on artificial intelligence engines

Market size and growth forecasts

TIMING

TECHNOLOGY BRIEFING

COMPANIES SECTION

Companies List

Private Virtual Reality companies

APPENDIX: OUR “THEMATIC” RESEARCH METHODOLOGY

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