Disclosure: Qualcomm, Microsoft, HP and Lenovo are clients of the author.
Qualcomm this week offered up a comprehensive presentation on where it is with mixed reality (MR). This matters because Qualcomm is the key technology provider for untethered MR solutions. To date, MR has seen success in business for training, manufacturing, and repair — particularly in areas like aerospace, where Microsoft’s HoloLens AR has been widely adopted.
Meta is the leader on the consumer side of the market, but is struggling with the typical problem of price point vs. capability, which has fallen short because Meta’s bar is too low and expectations too high. (It’s coming out with a better option soon that could close that gap if the market buys the higher price point.)
