Apple is currently the first generation That AR / VR glasses In the fourth quarter of 2022, a report from analyst Ming-chi Kuo goes into a little more detail on what you can expect from these things.If true, someday you Wear your Mac like sunglasses..
To be fair, I’ve already heard a lot about this.For example, we knew it for years Apple has worked with Sony On the lens These devices And we have endlessly spread lyrical ads about what to expect after shipping.
We know they will be expensive, and Apple has a development roadmap that combines both software and incremental hardware enhancements to take over this new product family.
So what’s new and how does it relate to your business?
Kuo says of this product:
- Expect two processors. Mac-equivalent chip, Another to handle the sensor input.
- It will be a standalone device, not an accessory. You don’t need a Mac or iPhone to use them.
- headset I will use it Two Sony 4K Micro OLED display..
- Supports a variety of apps, not just specific ones.
What really matters is the expected division of labor. According to Kuo, the headset has “Same computing power level as Mac, “On the other hand, another chip handles” sensor-related computing. “
Sensors collect a large amount of information that needs to be managed in real time, so additional chips are needed. According to Kuo, the headset is “at least” equipped with 6-8 optical modules.Continuous video see-through AR service.. “
Is the market ready?
Apple is on the market in a positive way.recently Survey commissioned by Wool & Water We found that more than half of US consumers believe that AR / VR has improved in recent months and will play a greater role in the future.
recently Morgan Stanley Report “Apple’s entry into the eyewear market will become a game changer for all participants as technology normalizes and becomes widespread. Apple has disrupted new markets and ultimately far beyond initial expectations. It has a long history of expanding the scale of the market that can be accommodated.
“The magnitude of the technical challenge of compressing all-day batteries, 5G, computing, cameras, LiDAR, projectors and waveguide lenses into lightweight and attractive eyeglasses cannot be exaggerated,” they said. .. “But we are approaching lift-off.”
NS Deloitte Report I said something similar, but I’m adding actual usage data:
- Enterprise VR programs increase productivity by about 32%.
- In the work environment, AR is better than video, reducing errors and enhancing problem solving.
- With AR training, you get a learning retention rate of 75%. It more than doubles learning outcomes.
- VR is safer and less risky when learning in a dangerous environment (such as a firefighter).
Apple also has great advantages in that form Full control over Apple Silicon.. This means competitors will face the challenge of developing their own processors or buying chips from Qualcomm, MediaTek, and others. This means that in most spaces you won’t be able to achieve the “complete widget” experience that is unique to Apple’s design. I’ve seen the game played before.
So what is a long game?
Kuo believes Apple’s long-term plan is to replace the iPhone with these by selling a billion iPhones over the next decade. I think it’s a dramatic cleanup. Instead, I think Apple’s purpose is to coexist, not exchange. Given the power of the processor, that seems inevitable. Universal controlFor example, you can switch the active display between Mac, iPad, and Apple Glass.
You can expect various AR expressions of the computing experience in space. With that in mind, enabling seamless switching in the display view seems inevitable to be able to control at a glance as well as keyboard, touch, pointer, swipe, gesture, or voice.
AirPlay support is believed to mean that anything shown on the Apple Glass display can also be sent to nearby TVs and Macs. In short, the computing experience is even more independent of the hardware used for access. With the advent of the “Macin the cloud” service, a whole new use case has been introduced.
What is the impact on your business?
I think this is the Mac you have wherever you are.
Field service engineers, sales teams, C-class executives, or remote workers all have access to a wide range of computing experiences. You may step into the office, sit in front of your computer, and access the same computing environment you’re using elsewhere in seconds.
While traveling, you may use voice, gestures, and eye tracking to play games and send emails. No one knows you’re wearing these glasses when using notes during a FaceTime call. (The latter feature will probably be an API that can also be accessed via WebEx, Teams, or Zoom.)
Data on the use of these technologies in training also seems compelling, providing opportunities for personnel, education, and staff training systems.
Agree and disagree
There is resistance. Most companies will be deeply skeptical of the idea of employees who always wear eyeglasses with video and audio sensors.
While Apple’s commitment to privacy and processing on edge devices rather than the cloud helps here, corporate impact is limited until businessmen are completely confident in the privacy and security of their processes and data.
Facebook / Meta knows this tooThat’s why we’re trying to urge the government to regulate Apple’s privacy to that level. I hope it fails in that attempt.
There is also acceptance. Retail, medical, emergency services, and law enforcement agencies are keen to explore the potential of such devices.
Remote product support, exploration, Even agriculture.. In the latter case, consider how useful it is for farmers to have a visual understanding of the location of cattle and the health of the land through the data retained and processed by these devices.
iPhone, Mac, Internet communicator
To be fair, business use cases begin to emerge as products emerge. But the estimated prices for these things mean that Apple has to convince consumers who are struggling to raise money after years of pandemics to make a magical leap.
It’s interesting to see how Apple leverages mass market brands to convince consumers to invest in brand new but expensive product lines.
NS step, “IPod, phone, internet communicator” comes to mind. Apple’s new device is a tool that unleashes the experience of the iPhone, Mac, and the entire virtual and physical world, transcending language and geographic barriers and enabling la Geordi La Forge, another revolution in accessible computing. ..
in conclusion, Someday you will wear your Mac like sunglasses..
All Kuo has done is to make the reality sound more formal. Also, don’t forget. The processing power required to process all the data captured by many sensors in these glasses is similar to the extensive processing required to manage all received data in the following cases: Building self-driving cars..
All of this is now running on the Apple Silicon. This gives Apple an immediate advantage in any industry as long as it is ahead of chip development.
Copyright © 2021 IDG Communications, Inc.
Analyst: Apple’s AR glasses run Mac chips
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