Internet of Things
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At its annual I/O developer conference on May 18, 2016, Google unveiled its Daydream VR initiative – a set of hardware and software reference designs including Android N "VR mode" (which will also support Vulkan APIs), a VR Google Play store, and VR-native versions of Google apps such as YouTube, Street View, and Play Movies. It marks a step up from Google's previous Cardboard efforts and means that, as predicted in our recent VR headset forecast, mobile VR will dominate by 2018. This marks the start of a true cross-manufacturer, cross-device platform in VR – early pioneers such as Oculus (and Samsung, its partner in mobile VR), Valve, and PlayStation need to either get on board or work out what their differentiation is.
While initially disappointing – where were the Nexus VR headset announcements? – Wednesday's announcement of Daydream VR sets the stage for mobile VR to shine in the following ways:
There are, of course, downsides to the likely success of Daydream VR:
VR Headset Unit Sales, Installed Base, and Hardware Revenue Forecasts: 2015–20, TE0004-001080 (May 2016)
"While VR offers opportunities for digital media firms, AR may also be a good long play," ME0002-000650, (April 2016)
"AR or VR – where digital media firms should focus first," ME0002-000648 (February 2016)
"Virtual Reality: Are We Poisoning the Well?" ME0002-000598 (August 2015)
Innovation Primer: Virtual Reality, ME0002-000563 (March 2015)
Paul Jackson, Principal Analyst, Digital Media
Consumer & Entertainment Services
By Adam Thomas 28 Mar 2018
With US pay TV having endured the worst year in its history, thoughts have inevitably turned to the future. The likelihood remains that the immediate future will remain highly uncomfortable for everyone except the scaled multinational digital platforms.
By Evan Kirchheimer 26 Apr 2018
Service provider interest in justifying 5G investment through its potential to open new revenue streams from the enterprise segment is growing ever greater.
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