Virtual and Augmented Reality in Aerospace and Defense - Thematic Research

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.

Inside this report, we look at the top themes, its predictions and identify winners and losers.

Scope

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 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.

Companies mentioned

Activision

IMAX

Insomniac

FanDuel

Pixel

Titans

EA

Walt Disney

OTOY

DraftKings

Comcast

21st Century Fox Meditamation

CCP Games

Time Warner

Sony VRSE

Ubisoft

Facebook

Northrop ...

Activision

IMAX

Insomniac

FanDuel

Pixel

Titans

EA

Walt Disney

OTOY

DraftKings

Comcast

21st Century Fox Meditamation

CCP Games

Time Warner

Sony VRSE

Ubisoft

Facebook

Northrop Grumman Psious

High Fidelity

Google

BAE Systems

AltspaceVR Intuitive Surgical

STAR

Dassault Systèmes

Boeing

Lockheed Martin

Safran

Rockwell Collins

Table of Contents

Table of Contents

PLAYERS 3

TECHNOLOGY BRIEFING 4

Virtual reality 4

Augmented reality 4

Mixed reality 4

TRENDS 5

Technology trends 5

Macroeconomic trends 7 ...

Table of Contents

PLAYERS 3

TECHNOLOGY BRIEFING 4

Virtual reality 4

Augmented reality 4

Mixed reality 4

TRENDS 5

Technology trends 5

Macroeconomic trends 7

Aerospace & Defense trends 8

INDUSTRY ANALYSIS 10

Competitive analysis 12

Case Study: Impact of AR on Apple 13

Mergers and acquisitions 14

Timeline 15

IMPACT OF VIRTUAL AND AUGMENTED REALITY ON AEROSPACE & DEFENSE 16

Virtual and augmented reality in Aerospace & Defense 16

Industry case studies 17

Military case studies 18

Key recommendations for Aerospace & Defense vendors 19

VALUE CHAIN 20

Bottlenecks in the value chain 20

Semiconductors 21

Components 23

Headsets 24

Platforms 26

Applications and content 28

COMPANIES SECTION 31

Public companies 31

Private companies 34

Aerospace and Defense companies 37

APPENDIX: OUR THEMATIC RESEARCH METHODOLOGY 38

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