Microsoft’s First Windows VR Headsets Go on Public Sale (Aug 1, 2017)
YouTube Makes Series of Announcements at VidCon (Jun 23, 2017)
IDC Forecasts Strong Growth for AR and VR Headsets, with VR and Commercial AR Biggest (Jun 19, 2017)
Sony Announces 1 million Playstation VR Sales (Jun 7, 2017)
Microsoft Announces Dell, Asus, and Lenovo VR Headsets (May 31, 2017)
Though Google spent much of its I/O keynote talking about apps and features like Photos and the Assistant, it did devote a few minutes to the topic of AR and VR, which will have a second deeper-dive keynote of their own tomorrow. On the VR side, the key announcement is that Google is extending the Daydream platform beyond mobile VR to standalone headsets, which in the first instance will be built by partners Lenovo and HTC and supported with chips from Qualcomm. Daydream so far has been limited by the fact that the biggest Android smartphone vendor has its own competing platform, so the news that Samsung’s Galaxy S8 phones will support Daydream through a software update in the summer is a big deal. My guess is that Samsung will still favor its own Gear VR system with its usual bundling and discounting deals, but the fact that Daydream View and other compatible headsets will now work with Samsung devices should increase its appeal. Daydream’s system is better than Samsung’s in a number of ways, though the recent Gear VR update closes the gap a bit, so the playing field should be a leveled a little going forward. Also worth noting are a couple of AR announcements, including a new “Tango phone” to support Google’s indoor mapping technology, and VPS, an indoor equivalent of GPS which will enable precise directions within large stores and the like. Neither of those feels remotely mass market yet, which means Google’s AR efforts are far more marginal than the phone-based efforts from Facebook and Snapchat (and likely soon Apple too). Interestingly, VR head Clay Bavor outlined his vision for the space in a blog post today too, and it’s remarkably similar to Microsoft’s in that it envisions a continuum or spectrum that includes both VR and AR, though Bavor’s favored term is immersive computing rather than mixed reality and he’s less pejorative about the VR and AR terms everyone is already using.
Weekly Narrative Video – AR vs VR (May 12, 2017)
This week’s Narrative Video covers the “AR vs VR” narrative, and is available now to subscribers on the AR vs VR narrative page. In this video, I discuss the debate about terminology between AR, VR, and Microsoft’s preferred “Mixed Reality”. But I also talk about the current state of both VR and AR and how I see both playing out over the rest of the year. The narrative has been in the news this week, with Microsoft making announcements about mixed reality at Build, and Magic Leap both reaching out to developers and creatives and allegedly readying another round of funding. If you’re not yet a subscriber, you can sign up for a free 30-day trial to see this and other Weekly Narrative Videos, all this week’s posts and the narrative essays, which are exclusive to subscribers.
Magic Leap Invites Developers and Creatives to Get in Touch (May 11, 2017)
GoPro Pre-Announces New 360° Camera for Commercial Use (Apr 20, 2017)
Microsoft’s cheaper mixed reality experience is similar to HoloLens, but there are limitations – Mashable (Apr 7, 2017)
When Microsoft held its Surface event back in October last year, one of the quick announcements it made towards the end was that OEMs would be producing VR headsets starting at $299. At the time, I said “Microsoft’s promotion of VR headsets from its OEM partners today is the first sign we’ve seen that Microsoft might be rethinking its focus on augmented rather than virtual reality. Given that HoloLens is likely to continue to struggle to achieve mainstream appeal, supporting a more consumer-friendly VR push by laptop makers is a smart move, although $299 PC-based VR solutions may struggle against smartphone-based versions at $100-200 which are more portable.” I still feel pretty much the same way about this, and it’s interesting that – despite the Windows Mixed Reality branding – these are basically VR rather than AR headsets. That’s a concession that VR is where the action is today, is the space at least some consumers already understand, and is frankly where all the content is today too. These new devices also reinforce the obvious compromises made when bringing price points down: the lower PC standards and cheaper hardware will make these VR headsets less powerful than either HoloLens or Oculus or HTC Vive hardware. There’s therefore an important question about whether this in-between space will gain any traction versus the cheap and basic mobile VR experiences provided by Gear VR and Daydream VR at one end and the high-end stuff being produced by HTC, Oculus, and Playstation.
It’s unfortunate that we have to rely on stats from a porn site to measure VR market share, but beggars can’t be choosers. Obviously, there may be reasons why the usage this site sees isn’t representative of the market as a whole, but the numbers here are far from surprising: Gear VR is by far the largest chunk of usage, which absolutely aligns with the numbers we’re seen in terms of devices sold / in use. Google’s Daydream, meanwhile, has a tiny fraction of the market, which is also unsurprising given its relative newness and the limited distribution of headsets and compatible phones. Gear VR has become the de facto standard for Android VR and mobile VR more broadly, and Daydream VR will only do well if essentially every other Android vendor supports it in their handsets and pushes it aggressively to consumers. So far, that hasn’t happened, with predictable results.
Oculus founder Palmer Luckey is leaving Facebook – Recode (Mar 30, 2017)
This isn’t a huge surprise – Luckey has been very quiet at Facebook over the past year or so, and especially since he was in the news a while back for allegedly funding and/or creating some political material during last year’s presidential election. It’s also important to note that he hasn’t had a clear managerial role at Facebook/Oculus since he arrived there, with others taking on the day to day responsibility for moving the product forward. So in some ways his departure is probably a good thing for Facebook, which has seemed reticent to associate itself directly with him in recent months.