1/ What people don't understand about Apple's advantage in creating a world-class AR headset (versus HoloLens or MagicLeap):
Apple is shipping the core pieces of an AR headset today to hundreds of millions of users
Apple is shipping the core pieces of an AR headset today to hundreds of millions of users
2/ Every iPhone now has a depth sensor.
Apple will ship nearly 100 million depth sensors in 2018/2019. They have successfully miniaturized (with a low cost BOM) the fundamental sensor for inside-out positional tracking of any headmounted VR/AR device
Apple will ship nearly 100 million depth sensors in 2018/2019. They have successfully miniaturized (with a low cost BOM) the fundamental sensor for inside-out positional tracking of any headmounted VR/AR device
3/ The most powerful silicon in the world. The in-house designed A12 SOC is leaps and bounds faster than any other mobile CPU/GPU. You know what's compute intensive? AR.
4/ Among the best at designing high density batteries and heat dissipation (uh... critical when strapping batteries to your eye balls 👀 #SamsungNote7)
5/ The best SDKs I've ever worked with. Seriously. ObjC, Swift, Cocoa, UIKit were so well designed. And now, Metal and ARKit are fantastic. Programmer ecosystem, documentation, and ultimately distribution (@AppStore) is key!
6/ Meanwhile, smaller companies like Microsoft and MagicLeap will struggle to miniaturize and struggle to commercialize at a reasonable price point. $3 Billion is NOT enough to build a world class AR headset
(I sincerely cheer and hope for Microsoft & MagicLeap to succeed!)
(I sincerely cheer and hope for Microsoft & MagicLeap to succeed!)
7/ Will Apple succeed? Not sure. But they have all the puzzle pieces and are poised to execute better than anyone possibly could.
This will truly be Apple's first post-Steve Jobs product and I think they will absolutely dominate.
This will truly be Apple's first post-Steve Jobs product and I think they will absolutely dominate.
