Virtual and Augmented Reality in Aerospace and Defense - Thematic Research

Virtual and Augmented Reality in Aerospace and Defense - Thematic Research

Summary

Alternative Reality - which encompasses Virtual Reality (VR), Augmented Reality (AR), and Mixed Reality (MR) - could become the next big computing platform. In VR, the user is immersed in an entirely artificial world. In AR, the user sees the real world overlaid with digital data.

In 2017, VR/AR headsets were shipped at an increased rate compared to 2016, with several consumer VR headsets launching in 2017 to help drive this, and it was a banner year for mobile AR application programming interface (API) frameworks. Yet, AR is where much of the action is likely to be over the next two to five years. Imagine wearing a pair of glasses with the computing power and functionality of your smartphone, activated by your voice, which recognizes what you see, where you are, and the context in which you require information.

Over the next five years, VR/AR apps will transform numerous industries from e-commerce to social media to publishing to manufacturing design, increasing productivity and creating new ways of working, playing, and shopping. AR is likely to revolutionize specific vertical industries within the enterprise market in the near future, while VR depends on the apps in development.

The Aerospace and Defense industry is prone to develop VR/AR technologies. Industrial and military applications are numerous, and constitute opportunities at every stage of the supply chain. Engineers and technicians can benefit from VR rooms to simulate systems and platforms designs before starting to fabricate the first piece of hardware. They will also use AR glasses as a technical support on the assembly line or during maintenance checks. Overall, the quality and the reliability of the industry’s output will increase while time and costs are set to decrease. On the end-user side, military personnel are already using VR for trainings and are now exploring the potential of AR glasses for intelligence and information communication on the battlefield.

Inside the report "Virtual and Augmented Reality in Aerospace and Defense - Thematic Research", we look at the top themes, its predictions and identify which companies are best placed to succeed in a future filled with multiple disruptive threats.

Scope

This report is part of our ecosystem of thematic investment research reports, supported by our “thematic engine”. About our 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. Our 600 TMT stocks are categorised into 18 sectors. Each sector scorecard has a thematic screen, a risk screen and a valuation screen. Our thematic research ecosystem has a three-tiered reporting structure: single theme, multi-theme and sector scorecard. This report is a Multi-Theme report, covering all stocks, all sectors and all themes, giving readers a strong sense of how everything fits together and how conflicting themes might interact with one another.

Reasons to Buy

• Our thematic investment research product, supported by our 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.


• Our unique differentiator, compared to all our rival thematic research houses, is that our thematic engine has a proven track record of predicting winners and losers.