“When your glasses-wearing
workmates, playmates or classmates
perform better than you –
can you afford not to wear?”
AWE Attendee Growth since 201
0
500
1000
1500
2000
2500
3000
3500
4000
2010 2011 2012 2013 2014 2015 2016
0
Recon Jet
Microsoft HololensLumus DK50
Epson BT200 ODG R7
Atheer AiR
Sony SmartEyeGlasses
Google Glass
Optinvent ORA-X
Vuzix m300
Meta 2
Daqri Smart Helmet
Smart Glasses 2016
Adoption(units sold)
Time Line
2014 2015 2016 20182017 2019-2023
Headset Adoption Phases: Forecast
Synthesized by Ori Inbar from multiple sources
Tech. EnthusiastsFirst 10 AR Glasses shipped
1 Million Shipments
Early AdoptersInitial winners emerge
10 Million Shipments
Early MajorityMarket reaches critical mass
50-100 Million Shipments
MainstreamAR Glasses displace Smartphones
>1 Billion Shipments
1M
10M
100M
1B
Adoption(units sold)
Time Line
2014 2015 2016 20182017 2019-2023
Synthesized by Ori Inbar from multiple sources
Tech. EnthusiastsFirst 10 AR Glasses shipped
1 Million Shipments
Early AdoptersInitial winners emerge
10 Million Shipments
Early MajorityMarket reaches critical mass
50-100 Million Shipments
MainstreamAR Glasses displace Smartphones
>1 Billion Shipments
1M
10M
100M
1B
Major
Shake up
Headset Adoption Phases: Forecast
Su
pp
liers
Sensors IMUs etc
THE ECOSYSTEM
Software
AR Tracking
Cloud
SDK
Hardware
Manufacturers
Hardware
Tools
Compute
Platform
OS
GPU
CPU
ASIC
Display,
Projectors
Input
Devices
Apps
OtherPower, Audio, etc
Connectivity WIFI, BLE, GPS
Cameras
DesignIndustrial
Enterprise
Retail & Commerce
Training & Maintenance
Education & Learning
Travel & Navigation
Healthcare & Recreation
Games & Entertainment
Urban & Architecture
Military & Government
Users
En
terp
rise
Ap
p D
eve
lop
ers
Se
rvic
es
Location
Services
Gestures
Browsers
Source: Ori Inbar
Co
ns
um
ers
Pro
su
me
rs
Industry Connections Program
IEEE Standards Association
A collaborative interest group sharing insights to accelerate adoption of smart glasses for industry and individuals
Smart Glasses Roadmap Project
CHINA: THE LARGEST MARKET FOR AR
Based in San Francisco (Twitter Building)
Silicon ValleyChina
Building a Bridge
⇔Innovation – Talent - Investments
MUNICH START UP OF THE MONTH ANNOUNCES 360° VIDEO PLATFORM
FOR INTERACTIVE STORYTELLING AND NEW LOCATION IN LOS ANGELES
REFLEKT360
VR-PLATFORM FOR INTERACTIVE
STORYTELLING WITH 360° VIDEO
REFLEKT INC.
LOS ANGELES OFFICE
OPENING IN JULY 2016
INTRODUCING THE
HEAD IMPACT MANAGEMENT SYSTEM
Next-GenerationWearable Impact Sensor
Impact Data Management App
Compatible with any Athletic Activity
Who is it for?
The Startup Guy
When to
launch?
The Software Developer
Who to
partner with?
Where’s the
traction?
The Investor
Build or buy?
The Giants