Augmented Reality (AR) – Thematic Intelligence

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Augmented Reality (AR) Thematic Report Overview

The application of AR technology in social media, gaming, and e-commerce is on the rise. Many companies such as Pokémon Go, Snapchat Lenses, and TikTok Effects have invested in AR technology. The adoption of AR by enterprises is also advancing in sectors such as retail, healthcare, and manufacturing to enhance user experience, training, and remote collaboration.

The Augmented Reality (AR) thematic intelligence report assesses how AR is disrupting multiple industries with real-life use cases. It provides an overview of the current landscape, as well as key players while also highlighting opportunities for the use of AR in the future. The report provides an industry-specific analysis based on GlobalData databases and surveys, along with an overview of the latest trends shaping the market.

Report Pages 99
Regions Covered Global
Key Trends ·        Technology Trends

·        Macroeconomic Trends

·        Media Trends

·        Regulatory Trends

Value Chain ·        Semiconductors

·        Components

·        Devices

·        Platforms

·        Applications and Content

Leading Adopters ·        Apple

·        Qualcomm

·        Meta

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Augmented Reality (AR) – Trends

The main trends shaping the augmented reality theme over the next 12 to 24 months are classified into technology trends, macroeconomic trends, media trends, and regulatory trends.

Technology trends: The major technology trends shaping the augmented reality theme in the coming years are the rising investment in the consumer metaverse by tech giants such as Meta and Epic Games, focus on Mobile AR and webAR, and rising deployment of Cloud services among others.

Macroeconomic trends: The major macroeconomic trends impacting the augmented reality theme are the abandonment of AR projects in 2023 by big tech, the dearth of AR content limiting its adoption, and the development of XR by governments among others.

Regulatory trends:  Data privacy regulations, the risk to intellectual property (IP) due to AR, and privacy threats owing to the large-scale collection of audio and visual data are the major regulatory trends shaping the augmented reality theme in the coming months.

Media trends: The major media trends impacting the augmented reality theme are the application of AR in social media platforms, AR advertising for more inventive, eye-catching, and interactive ads, and the rise of AR gaming among others.

Augmented Reality (AR) – Industry Analysis

AR is a major investment theme for many tech companies. The global AR market was valued at nearly $22 billion in 2022 and it is expected to grow at a CAGR of more than 20% over 2022-2030. AR software is the dominant segment in terms of revenue in the market. Steady investments by enterprises into task-specific solutions such as remote collaboration, training, maintenance, and customer support will drive the growth of the enterprise AR software market.

The Augmented Reality (AR) industry analysis also covers:

  • Use cases
  • Timeline
  • M&A trends

Global AR Revenue, 2018 – 2030 ($ Billion)

Global AR Revenue, 2018 - 2030 ($ Billion)

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Augmented Reality (AR) - Value Chain Analysis

The AR value chain is split into semiconductors, components, devices, platforms, and applications and content.

Semiconductors: Semiconductors are one of the key battlegrounds in AR today. Until 2018, AR device makers primarily relied on powerful smartphone and PC chips, however, the launch of Qualcomm’s XR1 AR and VR-specific chipset revolutionized the market. Subsequently, in 2019, Qualcomm launched the XR2 5G platform, describing it as the “world’s first 5G-supported extended reality (XR) platform.” In addition, Qualcomm is the leading player in the AR central processing unit (CPU) space.

AR Value Chain Analysis

AR Value Chain Analysis

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Leading AR Adopters

A few of the leading companies making their mark within the augmented reality theme are:

  • Apple
  • Qualcomm
  • Meta

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Gaming Sector Scorecard

At GlobalData, we use a scorecard approach to predict tomorrow’s leading companies within each sector. Our sector scorecard has three screens – a thematic screen, a valuation screen, and a risk screen.

  • The thematic screen ranks companies based on overall leadership in the 10 themes that matter most to their industry, generating a leading indicator of future performance.
  • The valuation screen ranks our universe of companies within a sector based on selected valuation metrics.
  • The risk screen ranks companies within a particular sector based on overall investment risk.

Gaming sector scorecard – Thematic Screen

Gaming sector scorecard – Thematic Screen

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The sector scorecards also include:

  • Consumer electronics sector scorecard

Scope

  • The report provides an overview of the augmented reality theme.
  • The report identifies the key trends impacting the growth of the theme over the next 12 to 24 months, split into four categories: technology trends, macroeconomic trends, regulatory trends, and media trends.
  • The report 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.
  • The report contains details of M&A deals driven by the augmented reality theme, and a timeline highlighting milestones in the development of augmented reality.
  • The report offers details on the value chain that comprises five segments: Semiconductors, components, devices, platforms, and applications and content. Leading and challenging vendors are identified across all five segments.

Key Highlights

According to GlobalData forecasts, the AR market will be worth $100 billion by 2030, up from $22 billion in 2022. AR software will generate most of this revenue, with limited spending on AR headsets and AR smart glasses.

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.

The adoption of AR by enterprises is also advancing in sectors such as retail, healthcare, and manufacturing, mainly for user experience, training, and remote collaboration. Businesses will continue to adopt AR in the coming years, but the high cost of headsets and smart glasses will hinder widespread adoption in the short term. In terms of end users, the enterprise AR segment is dominant and will maintain its lead over the forecast period.

Reasons to Buy

  • Learn about AR, including market forecasts for 2030 and profiles of the leading companies.
  • Gain a foothold on this potentially lucrative AR ecosystems market. Specialist firms are focusing on areas such as content development AR is still developing as a technology but is beginning to move into the mainstream.
  • Learn about how leading tech companies are scrambling to build sustainable AR ecosystems.

3D Systems
AAC Technologies
Accuvein
Adlens
Adobe
Akamai
Alibaba
Alphabet (Google)
Amazon
Ambarella
AMD
Analog Devices
Apple
Apprentice
AR.js
Argon
Arm
Arspectra
Aryzon
Asus
Atheer
Augmedics
Augment
Autodesk
Auxbrain
Avegant
BAE Systems
BaishanCloud
Bandai Namco
Blu Wireless
BOE Technology
Boeing
Bosch
Brain Lab
Broadcom
BYD
ByteDance
Cadence
CAE Healthcare
Carl Zeiss
CBAK Energy Technology
ChinaCache
Chukong Technologies
Cirrus Logic
Cisco
Cloudflare
Cognex
Comcast
Dassault Systèmes
De Beers
Desay Battery
DigiLens
Dispelix
Dolby Labs
Dynapack
East City Films
eBay
Elbit Systems
Elyland
EON Reality
Epic Games
Everysight
Eyelights
F5
Fastly
Fresnel Technologies
Genius Electronic Optical
Goertek
Gravity Jack
Groove Jones
Himax
Huawei
IBM
Ikea
Illumix
ImagineAR
INDE
Infineon
Intel
Intellectsoft
Iristick
Jarvish
JBKnowledge
JD.com
jsDelivr
Kinicho
Kioxia
Kopin
Largan Precision
Leica
Lenovo
Lens Technology
LetinAR
LG Display
Lockheed Martin
L'Oréal
Lumus
Mad Gaze
Magic Leap
Mantis Vision
Maxst
MediaTek
Medivis
Medtronic
Meta
Micron
Microoled
Microsoft
Mimi (3D Sound Labs)
Mojo Vision
Murata
Nanya Tech
NetEase
Netflix
Nexon
Niantic
Niantic (8th Wall)
Nintendo
Nokia
Northrop Grumman
Nvidia
NXP Semiconductors
Occipital
Olympus
OmniVision
OnSemi
Oppo
Oracle
Orca Health
Panasonic
Pinterest
PMD
Proximie
PTC
Qorvo
Qualcomm
Realmax
RealWear
Re'flekt
Renesas
Resolution Games
Rokid
Samsung Electronics
Saphlux
Schneider Electric (Aveva)
ScopeAR
SeeYA Technology
Seiko Epson
Sennheiser
Sensata
Sephora
Shopify
Siemens
Sighthound
Sixense
SK Hynix
Skyworks
Snap
Sony
Square Enix
StackPath
STMicroelectronics
Synopsys
Target
TCL (Leiniao)
TDK
TeamViewer
Tencent
Texas Instruments
The Home Depot
ThirdEye
Tilt Five
Toshiba
TSMC
Ubisoft
Ultraleap
Unisoc Technologies
Unity Technologies
Universal Display
USound
Varjo
Verizon
ViacomCBS
ViewAR
Vipaar
Visionstar (EasyAR)
Visometry
VividQ
Vivo
Vuzix
Walmart
Walt Disney
Warner Bros. Discovery
WayRay
Western Digital
Xiaomi
Xloong
Xreal
Yangtze Memory
Young Optics
Zapworks
Zoom

Table of Contents

Executive summary

Players

Technology briefing

Trends

Industry analysis

Value chain

Companies

Sector scorecards

Glossary

Further reading

Thematic methodology

Frequently asked questions

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