What They Say
ARtillery Intelligence has forecast that AR revenue using headsets will grow from $1.6 billion to $17.7 billion by 2025, a CAGR of 61.8%. The firm differentiated the revenue from its smartphone forecasts. The firm believes that a launch by Apple will cause a big boost in consumer awareness, although enterprise use will drive revenues. Microsoft’s deal with the US Army is elevating commercial revenues in the period.
Although AR development has been impacted by Covid in supply chains and spending, but this has been balanced by increasing enterprise use cases because of the pandemic.
What We Think
It will be interesting to look back on this kind of very optimistic forecast in a few years. Still, if you are looking for investment, this is a handy chart! (BR)
