Invited Presentation: Ubiquitous $90B AR to Dominate Focused $15B VR by 2022, Becoming a Major Computer Vision Market

Tuesday, May 22, 11:20 AM - 11:50 AM
Summit Track: 
Business Insights

Augmented reality (AR), including mobile AR and smartglasses, could approach an installed base of 3.5 billion units and revenue of $85-90 billion within 5 years, becoming one of the major computer vision consumer and enterprise markets. At the same time, virtual reality (VR–including mobile, standalone, console, and PC VR– could reach an installed base of 50-60 million and revenue of $10-15 billion. That’s a big difference, and it all has to do with AR’s ubiquity and VR’s focus. To understand why the sister markets are shaping up so differently, we’ll dig into AR and VR’s installed bases, use cases, app store category revenues (IAP/premium), eCommerce category sales, adspend by industry, enterprise revenues by industry, and geographic splits. The devil’s in the detail, and this is the most detailed dive ever done on these markets.


Tim Merel

Managing Director, Digi-Capital

Digi-Capital is a Menlo Park based AR/VR adviser (reports/tools, company network, strategy consulting, investment banking). Tim Merel is Digi-Capital’s Founder and Managing Director, and is a software engineer, investment banker, lawyer and founder. He also writes for TechCrunch and others about AR/VR.

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