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Augmented Reality (AR) – Thematic Research

Imagine wearing a pair of glasses with the computing power of a smartphone, activated by your voice, which recognizes what you see, where you are, and the context in which you are operating. While such a world is some years away from reality, first-mover advantage in AR is such a valuable prize that every large technology company is investing significantly in this theme.

Ultimately, AR technology may replace the smartphone as the primary connected device users carry around. Moreover, AR will be a critical component of the metaverse – the next mega-theme that Big Tech has in its sights.

Scope

This report provides an overview of the augmented reality theme.

It identifies the key trends impacting growth of the theme over the next 12 to 24 months, split into four categories: technology trends, macroeconomic trends, regulatory trends, and media trends.

It includes comprehensive industry analysis, including forecasts for augmented reality revenues to 2030. These forecasts are split by end-user (consumer and enterprise) and platform (hardware and software). There is also market share information for the AR smart glasses and AR headsets markets.

It contains details of M&A deals driven by the augmented reality theme, and a timeline highlighting milestones in the development of augmented reality.

The detailed value chain shows comprises five segments: semiconductors, components, devices, platforms, and applications and content. Leading and challenging vendors are identified across all five segments.

Key Highlights

The AR market, worth $7bn in 2020, will generate revenues of $152bn by 2030, according to GlobalData estimates. Clearly, the threat to the smartphone market is not imminent. Indeed, smartphones are used to support AR applications in both the consumer and enterprise markets.

AR is evolving into a utility in specific consumer and enterprise applications. On the consumer front, AR is primarily used in social media, gaming, and ecommerce. While Pokémon Go and Snapchat Lenses have helped popularize AR as a tool for entertainment, ecommerce is using it as a utility. In addition, upcoming metaverse platforms will integrate AR-related technologies, helping to bring AR to the fore.

In a GlobalData survey conducted in Q2 2021, respondents perceived AR as the most disruptive technology, ahead of artificial intelligence. COVID-19 has fueled enterprise adoption of AR across sectors such as healthcare, law enforcement, and manufacturing, mainly for remote collaboration. Businesses will continue to adopt AR in the coming years, but the high cost of headsets and smart glasses will be a barrier to widespread adoption in the short term. However, by 2030, enterprises will account for the largest share of the AR market by revenue.

Reasons to buy

AR is still developing as a technology but is beginning to move into the mainstream.

Leading tech companies are scrambling to build sustainable AR ecosystems and gain a foothold in this potentially lucrative market, while specialist firms focus on areas like content development.

This report tells you need to know about AR, including market forecasts to 2030 and profiles of the leading companies.

Companies mentioned

Qualcomm

Nvidia

Intel

Ambarella

Softbank (Arm)

Qorvo

Samsung Electronics

TDK (InvenSense)

STMicroelectronics

NXP Semiconductors

Micron

SK Hynix

Apple

AMD

Sony

Skyworks

Broadcom

Bosch

Infineon

Analog Devices

Western Digital

Yangtze Memory

Texas Instruments

MediaTek

Cirrus Logic

Unisoc Technologies

Goertek

Kioxia

Huawei

Cadence

Renesas

Synopsys

OnSemi

Toshiba

OmniVision

Murata

Blu Wireless

TSMC

Sensata

Nanya Tech

Microsoft

UltraLeap

Alphabet (Google)

Panasonic

Samsung SDI

DigiLens

Lumus

PMD

Sennheiser

Dolby Labs

AAC Technologies

Cognex

Magic Leap

BYD

LG Chem

Himax

Microvision

Leica

Occipital

Sixense

ViewAR

TDK (ATL)

CBAK Energy Technology

LG Display

Mojo Vision

Universal Display

Applied Materials

Adlens

Carl Zeiss

Mimi (3D Sound Labs)

Occipital

Sighthound

Augment

Wikitude

Visometry 

Dynapack

LetinAR

Dispelix

Avegant

WayRay

VividQ

Olympus

LG Innotek

Kinicho

USound

Seiko Epson

Mantis Vision

Unity

Facebook

Autodesk

TeamViewer

Dassault Systèmes

PTC

ARToolkit

Snap

Epic Games

Xzimg

Amazon

DeepAR

Visionstar (EasyAR)

INDE

AR.js

Chukong Technologies

Siemens

ScopeAR

3D Systems

Maxst

Zapworks

ARGear

8th Wall

PlayCanvas

Cisco

ARreverie

Akamai

Tencent

Alibaba

F5 Networks

Fastly

jsDelivr

Verizon

BBK Electronics

Xiaomi

StackPath

Cloudflare

IBM

Baidu

iRobot

Teradyne

SAS

ABB

Festo

Robotiq

H2O.ai

AI.Reverie

PerceptiLabs

SparkCognition

Alteryx

Wolfram

Data Robot

RapidMiner

iFlytek

Mobvoi

LivePerson

SoundHound

Megvii

Clarifai

Affectiva

SenseTime

Cambricon

Horizon Robotics

Wave Computing

Neato Robotics

Diligent Robotics

Boston Dynamics

Blue Frog Robotics

Flybits

Semusi

Caspar.ai

Cobalt Robotics

BigML

dotData

Algorithmia

CognitiveScale

Oracle

KNIME

Ayasadi

MathWorks

Kasisto

Sherpa.ai

Hugging Face

Neurala

Catchoom

Cloudwalk

Facewatch

Groq

Syntiant

KnuEdge

Graphcore

ElliQ

Ecovacs

Miso Robotics

Grokr

Adobe

Atheer

Proximie

Augmedix

Sephora

Lockheed Martin

Northrop Grumman

Niantic

NetEase

Square Enix

Walt Disney

Comcast

AT&T (WarnerMedia)

Vipaar

SentiAR

Orca Health

Ikea

Shopify

Walmart

Zoom

Boeing

Nexon

Netflix

ViacomCBS

EON Reality

JBKnowledge

Accuvein

XRhealth

Touch Surgery

eBay

JD.com

Converse

John Lewis

The Home Depot

Pinterest 

ByteDance

BAE Systems

Elbit Systems

Bandai Namco

Nintendo

Resolution Games

Gravity Jack

Groove Jones

AVEVA

RE'FLEKT

Intellectsoft

Kapanu

Saagara

Target

L'Oréal

De Beers

Brain Power

Inditex (Zara)

ARShow

Snaappy

Vuzix

ThirdEye

Next Games

Jam City (Ludia)

OliveX (Six to Start)

Amazon (MGM)

Rokid

Lenovo

nReal

Jorjin

Xloong

Realmax

Everysight

EssilorLuxottica (Oakley)

Varjo

RealWear

Asus

Iristick

LLVision

NuEyes

MAD Gaze

Aryzon

Jarvish

EyeLights

IC Helmets

Table of Contents

Executive summary

Players

Technology briefing

Trends

Industry analysis

Value chain

Companies

Sector scorecards

Glossary

Further reading

Thematic methodology

    Pricing

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