smart glasses market report 2015: towards 1 billion shipments
TRANSCRIPT
The Smart Glasses Market:
Towards 1 Billion Shipments
Ori Inbar
CEO, Augmented Reality.Org
Augmented World Expo
Inspire 1 Billion Active Users of Augmented reality by 2020
“By far the best report
I have seen in my 25
years in this industry”
- Steve Willey, CEO Innovega
The Smart Glass Startup Guy
When to launch?
The Software Developer
Who to partner with?
Who’s it for?
What’s the traction?
The Investor
Build or buy?
The Electronics Giant
SmartglassesSmartphones
?
Inflection Point
Will the Market Happen?
It’s Inevitable
It’s Inexorable
“There is no reason for any individual
to have a computer in his home”
– Ken Olsen, 1977
✔
✔
Inevitabl
e
The Inevitability
of Augmented Reality
“When your glasses-wearing
workmates, playmates or classmates
perform better than you –
can you afford not to wear?”
Super Powers
To The People
The Market
Augmented Reality Glasses
What are AR Glasses?
1. Look like regular glasses
2. Provide direct view of the world
3. Display graphics in context
(using cameras & sensors)
Smart Glasses
AR
GlassesVR HMDs
Life
Logging
Digital Eyewear
For Visually
ImpairedGaze
Tracking
Recon Jet
Microsoft Hololens
Laster SeeThru
Meta Pro Lumus DK40
Epson BT200 Vuzix m100
ODG Consumer
Atheer One
Sony SmartEyeGlasses
Google Glass
Optinvent ORA-X
The Players
Pioneering
Startups
Vuzix, Lumus, Opinvent, Laster,
Recon, Kopin, Innovega, ODG,
Penny
Consumer
Electronics Giants in
the Game
Google, Epson, Microsoft, Intel, Sony
Consumer
Electronics Giants on
the Fence
Zebra (Moto), Toshiba, Nokia, Fujitsu
Canon, , Brother, Samsung, LG,
Lenovo, Apple, Baidu…
New Breed of
Startups
Meta, Atheer, Glassup, Mirama,
Skully, Fusar, Daqri, Seebright,
Caputer Seer, RideOn, Magic Leap
Mirama
Toshiba
Mind
Share
Smart Glasses 2015 - Progress and Mind Share
Meta 1
Glass
Vuzix M100
Epson
Moverio
Atheer
Dev Kit
Magic Leap
Optinvent
ORA 1
Recon Jet
Lumus
Glassup
Laster SeeThru
ODG R7
Penny c Wear
Kopin
Golden-I
Meta Pro
Sony
SmartEyeglass
Fujitsu
QD Laser
Konica
Minolta
Announced PrototypeLimited/Pre -
Orders
Dev. Kits
ShippingProduct
Shipping
CastAR
DAQRI
Smart Helmet
Optinvent
ORA X
Seebright
Seer
Composyt Light/
IntelInnovega
Major movement since previous 2014 report
Microsoft
Hololens
Theia
Zebra HC1
Source :Ori Inbar - synthesized from Vendors and Google Trends
Low
Mind share
High
Mind share
IMMY Neo
Buying Criteria PrioritizedConsumer
1 Design, Form Factor
2 Size and Weight
3 Cost for Mass Production
4 Power Consumption, Battery Life
5 Content (Apps)
6 Field of View
7 Contrast and brightness
8 Resolution
9Eye Position, Prescription
Glasses
10 Camera(s)
11 Sensors
12 Connectivity
13 Input Device(s)
14 Robustness
Enterprise/Industrial
Size and Weight
Field of View
Battery Life
Robustness
Contrast and Brightness
Resolution
Eye Position, Prescription Glasses
Camera(s)
Sensors
Connectivity
Input Device(s)
Cost for Mass Production
Design
Content
BulkinessField of
View
AR Glasses Competitive Landscape 2015
Bulk vs. Field of View
Overall
Size
Field of View
(Degrees)
0 20 40 60 10080 120
AR Glasses Products
Prototype
Very Bulky
Bulky
Slim
Created and augmented by Ori Inbar based on chart from Innovega
Military and
Special use
Vuzix
m100
Optinvent
ORAGoogle
Glass
Epson Moverio BT-200
(Meta 1)
Lumus
Penny
CWear
NVIS
Rockwell
Collins
Recon
JetKopin
Golden-i
Atheer
Laster
Glassup
Existing Generation
• Waveguides
• Curved Mirror
ODG
InnovegaInnovega
EyeWay
Brother
AirScouter
LusoVu
Composyt/
LemOptixNvidia
QDLaser/
Fujitsu
Magic Leap
Future Generations?
Future GenerationsBreaking the 40º FOV Barrier
1Dual Contact Lens-
GlassesInnovega
2 Direct Retinal ProjectorBrother, Fujitsu QDLaser,
EyeWay, Composyt Light
3 Transparent OLED LusoVu
4 Pinlight Displays Nvidia, UNC
5Dynamic Lightfield,
Vibrating Optic ScannerMagic Leap
6 Laser Combiner Fukui
Adoption
Adoption(units sold)
Time Line
2014 2015 2016 20182017 2019-2023
Augmented Reality Glasses Adoption Phases - Forecast
Synthesized by Ori Inbar from multiple sources
Tech. EnthusiastsFirst 10 AR Glasses shipped
1 Million Shipments
Early AdoptersInitial winners emerge
Major investments
10 Million Shipments
Early MajorityMarket reaches critical mass
Major shakeup (acquisitions, mergers)
50-100 Million Shipments
MainstreamAR Glasses displace Smartphones
Market owned by one “800 lb. Gorilla”*
and 1-2 challengers
>1 Billion Shipments
1M
10M
100M
1B
Major
Shake
up
Key Adoption Drivers
• Style and Cost
• FOV is the new Mega Pixel race
• Platform leadership: SDK, Community, Content
• Cultural impact
• Enterprise will lead, consumers will follow
$3,650
$1,500
$1,000 $999 $999
$699 $667 $599 $599 $500 $499 $499
$399 $380 $349 $345
$0
$500
$1,000
$1,500
$2,000
$2,500
$3,000
$3,500
$4,000
Median
$599
Source: Ori Inbar January 2015
Consumer and Enterprise Digital Eyewear
Price Comparison
Bill Of Material Cost ComparisonSmart Glasses Vs. Smart Phones
Sources: Myanville, Teardown.com, HIS
$25
$130
$155
Google Glass
$42
$185
$227
iPhone 6
Display Only
Everything Else
Total
Supplie
rs
Sensors IMUs etc
AR Glasses Value Chain
Software
AR Tracking
Cloud
SDK
AR
Glasses
Manufacturers
Hardware
Tools
Compute
Platform
OS
GPU
CPU
ASIC
Display,
Projectors
Input
Devices
Apps
OtherPower, Audio, etc
Connectivity WIFI, BLE, GPS
Cameras
DesignIndustrial
Enterprise
Retail & Commerce
Training & Maintenance
Education & Learning
Travel & Navigation
Healthcare & Recreation
Games & Entertainment
Urban & Architecture
Military & Government
Users
En
terp
rise
Ap
p D
eve
lop
ers
Se
rvic
es
Location
Services
Gestures
Browsers
Source: Ori Inbar
Co
ns
um
ers
Pro
su
me
rs
Summary
Adoption(units sold)
Time Line
2014 2015 2016 20182017 2019-2023
Augmented Reality Glasses Will Soar
Synthesized by Ori Inbar from multiple sources
Tech. Enthusiasts
Early Adopters
Early Majority
> 1 Billion
Major
Shake up
Mainstream
1M
10M
100M
1B
Mustn’t wait…
The Smart Glass Startup GuyThe Software Developer
12 months to build, or buy
Platform!Platform!Platform!
Opportunity is now
Jump in!The Electronics GiantThe Investor
Retail: $799
Get it at:
Special combo promo
with AR.org Membership
$299
