Category: AR & VR
Posted Date:
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CES 2024: XR is Still a Thing
AR and VR once dominated CES, then disappeared, but now seems to be making a comeback. Apple’s Vision Pro is the primary catalyst, but there have been many advances in software and…
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Our $0.02 on Apple Vision Pro.
The Vision Pro looks like Apple has once again delivered something magical. We have a lot of questions as to how it will work in real life, but our first impression has…
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Post Vision Pro, What Does Everyone Else Do?
Apple just raised the stakes for VR. Absent Meta developing their own VR OS, the best case for the market is smartphones where Apple has all the profits. The worst case is…
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Chips as a Service?
Lots of people think chip companies should build “services” businesses to capture more value. The list of companies that have accomplished this is very close to zero.
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Analyst Decoder Ring, Android, AR & VR, Autonomous Vehicles, Mobile Web, Qualcomm, Silicon, WirelessA Quick Look at Qualcomm Investors’ Day
Qualcomm’s investor day unveiled the company’s new positioning around edge devices, a strategy which allows them to repurpose existing products for a much wider array of customers.
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AR & VR, Autonomous Vehicles, Enterprise Electronics, Google, IoT, Net Neutrality, Networking, Silicon, Stocks, Strategy, The CloudHardware for the Edge
Edge Computing could be a sizable market for some companies. However, it does not need fancy new technologies or hardware so much as it needs solutions tailored to specific use cases and…
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Android, Appconomy, Apple, Components, Home Networking, iOS, IoT, Mobile OS, Mobile Web, Multiverse, Net Neutrality, Networking, Qualcomm, Silicon, Strategy, WirelessAnarchy in the OS – Revisited
Anarchy in the OS – Revisited – The way we think of computers has changed. The days of compatibility and common operating systems are over. Low cost hardware and bandwidth will fragment…
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CES 2020 Overview
We published our latest newsletter today with our thoughts on CES 2020. The excerpt below is the front page of that note. Please drop us a line if you would like to…
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Analyst Decoder Ring, AR & VR, Autonomous Vehicles, Home Networking, Mobile Web, Net Neutrality, Networking, QualcommEdge Data Center. Huh. What is it good for?
There is a lot of discussion lately about “Edge Data Centers”. It is one of those topics that crosses all sorts of boundaries and pops up in conversation in a wide range…
