Alternative Reality - Global Thematic Research
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 MR, the user sees virtual objects integrated into the real world.
In Q1 2017, 2.3 million VR/AR headsets were shipped, an increase of 70% from the same period a year ago, according to IDC. Of these, 98% were VR headsets and the remaining 2% AR. 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. Imagine shopping for food and seeing price comparisons and nutritional information instantly appear in front of your eyes.
Over the next five years, VR/AR/MR apps will transform every industry from ecommerce to social media to publishing to manufacturing design, increasing productivity and creating new ways of working, playing and shopping.
In this report we look into the value chain and industry analysis, also identifying the winners and losers.
Reasons to buy
- This report is part of our ecosystem of thematic investment research reports, supported by our “thematic engine”.
- About our Thematic Research Ecosystem
- GlobalData 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, GlobalData’s thematic methodology identifies which companies are best placed to succeed in a future filled with multiple disruptive threats. To do this, GlobalData 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 GlobalData’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 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.
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- Corporations: Helps CEOs in all industries understand the disruptive threats to their competitive landscape
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- Technology briefing
- Macro-economic trends
- Technology trends
- Media trends
- Value chain
- Bottlenecks in the value chain
- Applications and content
- Industry analysis
- Market size and growth forecasts
- Winners and losers
- Table The story of alternative reality technology so far…
- Case Study: Impact of AR on Apple
- Companies section
- Public companies
- Private companies
- Appendix: Our "Thematic" research methodology
- Table Five-step approach for generating a sector scorecard