延展實境（XR）技術研究服務

ABI Research 的延展實境(XR) 技術研究服務專注於透過延展實境實現的資料視覺化、互動和身臨其境型體驗來創造價值的底層硬體、軟體和服務。

XR技術的目標領域

ABI Research 的 XR 技術研究服務專注於透過資料視覺化、互動和身臨其境型體驗創造價值的底層硬體、軟體和服務。該服務透過對擴增實境(AR) 和虛擬實境 (VR) 兩種外形規格的XR 硬體進行詳細分析，量化評估整個價值鏈的市場機遇，同時識別與平行、跨市場和內部基礎技術相關的機遇，例如空間運算、人工智慧、內容創作和連接性。

• XR硬體：單眼和雙眼AR智慧眼鏡、有線、獨立式和移動式VR頭戴式顯示器（HMD）
• 按設備類型和地區分類的XR頭戴式顯示器出貨量
• 追蹤整個供應鏈（包括硬體、軟體和服務）的收入狀況。
• 根據內容類型和用例，對連接性、感測器和運算能力有要求。
• 設備平台，包括用例應用程式、裝置管理、作業系統和開發工具集。
• 內容創作工具集與內容傳送管道
• 關鍵基礎技術：空間運算、人工智慧、晶片組、顯示器、頭戴式顯示器、Wi-Fi、藍牙、蜂窩網路

對XR技術的研究將推動技術創新和應用。

對於創新者

儘管XR硬體和軟體十分複雜，但市場仍處於相對早期階段，為各行各業的參與者提供了巨大的機會。短期和長期視角都至關重要；長期來看，規模化發展將帶來更大的影響力，但糟糕的短期策略可能會阻礙長期的成功。多年來，XR生態系統高度分散，預計未來將更加集中。這種分散性使得應用和內容開發生態系統極具挑戰性且瞬息萬變。透過進行細緻精準的市場細分，突顯關鍵障礙和促進因素，供應商可以更有信心抓住機遇，最大限度地發揮其產品上市潛力。

執行負責人

與人工智慧等並行基礎技術的關係至關重要。這些技術驅動著延展實境（XR）的應用場景，並帶來特定的硬體需求。不同設備類型（例如有線設備和獨立設備）的發展趨勢差異顯著。這些趨勢會隨著時間的推移而顯著改變目標市場和實施方案。透過識別和量化這些趨勢，客戶可以製定基於實證的打入市場策略，並考慮所有影響因素。

我們的延展實境（XR）技術研究幫助關鍵相關人員解決現實世界的商業挑戰。

企業級 XR 客戶

• 本報告展示了硬體和基礎軟體的市場總規模，使您能夠了解競爭格局、合作機會、開發生態系統以及規模擴張的時間表。
• 基於獨特的組件和功能，我們確定最有價值的硬體和軟體方案，並根據最強大的平台和價值提案簡化採購流程。
• 我們支援根據當前和未來的設備類型趨勢以及有可能推動大規模需求的關鍵用例進行規劃。
• XR技術領域的哪些促進因素和障礙會影響市場進入？
• XR技術成功應用的案例有哪些？
• XR技術的當前和未來競爭格局如何？

硬體OEM廠商和組件供應商

• 透過概述硬體和基礎設施技術的最新趨勢，我們幫助您了解產業的演變，並為快速變化和複雜的市場制定準確且經過充分研究的藍圖。
• 透過介紹各種 XR 技術的應用方式和規模，以及它們的定位和差異化因素，我們旨在促進它們在產業中的應用，並提高生態系統內的認知度。
• 根據競爭格局和市場需求的預測和定性分析，我們將市場成長和績效與競爭對手進行基準比較。
• 透過每半年一次的預測更新，您可以根據內部和外部因素（例如，主要設備發布、法規、併購活動、供應鏈限制等）設定市場預期，並在為時過晚之前獲得可操作的見解。
• XR市場總規模有多大？
• 企業對企業 (B2B) 和消費者對企業 (C2C) 市場規模之間以及特定產業之間的市場規模有何差異？
• 造成這些差異的趨勢是什麼？這些趨勢又是如何滲透到整個市場的？
• XR技術主要涉及哪些硬體組件？

平台和服務供應商

• 透過了解最新趨勢，並將市場預期與行業技術發展趨勢和藍圖保持一致，您可以確保公司的產品組合與時俱進，不斷發展。
• 我們圍繞著最有利於我們服務的關鍵硬體特性、作業系統和功能集來建立通訊。
• 我們將根據目標硬體市場的規模和成長軌跡調整我們的業務規模預測。
• 影響 XR 平台和服務的主要供應商和相關人員有哪些？
• 應該考慮並支援哪些相關技術？
• 客戶想要什麼？這些期望在不同行業、硬體類型和客戶類型之間有何差異？

通訊業者和超大規模資料中心業者

• 硬體規格，包括連接性和運算能力，決定了內容的潛力。目標市場規模取決於設備類型，而目標市場規模又與網路需求直接相關。
• 分析特定硬體組件對網路的影響，不僅包括它們對連接性的直接影響，還包括它們透過其他組件（例如顯示解析度）的間接影響。
• 根據關鍵夥伴關係和銷售機會，制定藍圖和市場推廣策略。
• 分發 XR 內容時需要考慮哪些因素，這些因素會隨著時間推移而發生怎樣的變化？
• 哪些主要供應商有興趣與我們合作或利用我們的網路？
• 雲端運算和邊緣運算將如何影響XR硬體和軟體？

ABI Research’s Extended Reality (XR) Technologies Research Service focuses on the enabling hardware, software, and services that provide value through Extended Reality data visualization, interaction, and immersive experiences.

XR Technologies Coverage Areas

ABI Research’s XR Technologies service focuses on the enabling hardware, software, and services that provide value through data visualization, interaction, and immersive experiences. It quantifies market opportunities across the value chain for both Augmented Reality (AR) and Virtual Reality (VR) form factors with granular XR hardware analysis, while identifying enabling technologies and related opportunities within and across parallel enabling markets, such as spatial compute, AI, content creation, and connectivity.

• XR Hardware: monocular versus binocular AR smart glasses, tethered, standalone, and mobile VR Head-Mounted Displays (HMDs)
• XR HMD shipments by device type and region
• Full supply chain revenue tracking across hardware, software, and services
• Connectivity, sensors, and compute requirements based on content type and use case

• Device enablement platforms, including use case applications, device management, operating systems, and development toolsets
• Content creation toolsets and content distribution pathways
• Key Enabling Technologies: spatial compute, AI, chipsets, displays, HMDs, Wi-Fi, Bluetooth, cellular

XR Technologies Research Powers Technology Innovation & Implementation

For Innovators

XR hardware and software are complicated, with significant opportunity for players in all spaces considering the relative nascence of the market. Both short term and long term outlook is important—long term will be at scale and more impactful, but you may not make long term if short term is misguided. The ecosystem has seen significant fragmenting over the years, with consolidation coming in the future. Fragmentation has meant difficult and quickly changing application and content development ecosystems. Granular and educated market segmentation, highlighting critical barriers and accelerators, helps providers to feel confident in not missing opportunities and maximizing go to market potential.

For Implementers

The relationship with parallel enabling technologies, like AI, is critical. These will drive use cases of XR, and will have specific hardware requirements. Trends across device types vary dramatically—tethered vs standalone for example. These trends over time shift addressable market, and implementation considerations, dramatically. Identifying and quantifying these trends help clients create educated go to market strategies that consider all impactful variables.

Our Extended Reality (XR) Technologies Research Helps Solve Real Business Challenges For Key Stakeholders

Enterprise XR Customers

• Showcase total market size for hardware and enabling software to understand competitive landscape, partnership opportunities, development ecosystems, and timelines for scale
• Identify the most valuable hardware and software approaches based on unique components and capabilities, rationalizing purchases based on the strongest platforms and value proposition.
• Educate planning around device type trends and key use cases both current and future that are likely to drive demand at scale
• What accelerators and barriers in XR technologies will impact go to market?
• What do successful XR technology implementations look like?
• What does the competitive XR technology landscape look like today and going forward?

Hardware OEM and Component Providers

• Understand industry evolution by outlining the latest trends in hardware and enabling technologies, allowing accurate and researched roadmaps in a rapidly shifting and complex marketplace.
• Shape industry adoption and educate the ecosystem by showcasing how various XR technologies are being leveraged and at what scale, and where they sit/differentiate.
• Benchmark performance, compared to market growth and competitors thanks to forecasts and qualitative analysis of competitive landscape and market demands.
• Actionable insight before it’s too late, thanks to bi-annual forecast updates to help set market expectations based on both internal and external factors (e.g. major device launches, regulation, M&A activity, supply chain restrictions).
• What is the overall size of the XR market?
• How does size differ between enterprise and consumer segments, and specific verticals?
• What are the driving trends of these differences and how do they permeate throughout the market?
• What are the key hardware components involved in XR?

Platform and Service Providers

• Ensure their portfolios are current and evolving by understanding the latest trends and mapping market expectations to expected industry technology developments and roadmaps.
• Shape messaging around key hardware capabilities, Operating Systems, and feature sets that best benefit their offerings.
• Adjust operational scale expectations based on target hardware market size and growth trajectory.
• Who are the key vendors and stakeholders that impact XR platforms and services?
• What are the associated technologies that should be considered and supported?
• What are customers demanding, and how does that differ by vertical, hardware type, and customer type?

Telcos and Hyperscalers

• Hardware specifications dictate content possibilities, through both connectivity and compute capability. Addressable market size based on device type directly ties to network requirements.
• Tie specific hardware components to likely network impacts, both directly in connectivity and secondarily through other components (e.g. display resolution).
• Educate roadmap and go to market around important partnerships and sales potential.
• What are the content distribution considerations for XR content, and how does that change over time?
• Who are the key vendors that will want to partner or leverage networks?
• How will cloud and edge compute affect XR hardware and software?