What They Say
A couple of weeks ago, ARtillery Intelligence released a new forecast that puts the value of the AR market at $35 billion by 2026 from $1.8 billion last year, after a doubling to $3.78 billion this year. Key events that the firm highlights are:
- A ‘meaningful’ turnaround for Magic Leap which has impressed the firm with MR2
- The entry of Apple to the market boosting revenues strongly in 2025
- There have been ‘speed bumps’ for Microsoft with the US army project that have impacted the market in 2022.
What We Think
Apologies, I mis-filed this, but I thought the forecast interesting and still worth reporting. As I report in my Display Daily later today (SDC Talks Up its ‘Disruptive Display Industry Innovation’), Samsung’s revelation that it is developing its own waveguides is an interesting development. (BR)