“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.
- This report is part of the ecosystem of thematic investment research reports, supported by the “thematic engine”.
- About the Thematic Research Ecosystem
- The author has developed a unique thematic methodology for valuing technology, media and telecom companies based on their relative strength in the big investment themes that are impacting their industry. Whilst most investment research is underpinned by backwards looking company valuation models, the author’s thematic methodology identifies which companies are best placed to succeed in a future filled with multiple disruptive threats. To do this, the author tracks the performance of the top 600 technology, media and telecom stocks against the 50 most important themes driving their earnings, generating 30,000 thematic scores. The algorithms in the author’s “thematic engine” help to clearly identify the winners and losers within the TMT sector. The 600 TMT stocks are categorised into 18 sectors. Each sector scorecard has a thematic screen, a risk screen and a valuation screen. The thematic research ecosystem has a three-tiered reporting structure: single theme, multi-theme and sector scorecard. This report is a Single Theme report, offering in-depth research into a specific theme. It identifies winners and losers based on technology leadership, market position and other factors.
- The thematic investment research product, supported by the thematic engine, is aimed at senior (C-Suite) executives in the corporate world as well as institutional investors.
- Corporations: Helps CEOs in all industries understand the disruptive threats to their competitive landscape
- Investors: Helps fund managers focus their time on the most interesting investment opportunities in global TMT.
- The unique differentiator, compared to all rival thematic research houses, is that the thematic engine has a proven track record of predicting winners and losers.
Headsets and ecosystems
Applications and content
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
Private Virtual Reality companies
APPENDIX: “THEMATIC” RESEARCH METHODOLOGY