Apple's revenue so far depends heavily on smartphones, and the potential for their improvement will not be infinite, according to Bernstein experts, so it makes sense for the company to turn to the segment of augmented reality glasses. Projects like Google Glass and Microsoft HoloLens, in fact, further stages of prototypes for developers did not go away, so Apple is not too far behind potential competitors. And some of Apple's recent acquisitions show that the topic of augmented reality is actively being asked by the company, albeit for the time being, in relation to the iPhone.
In the opinion of the authors of the analytical note, none of the market players has bothered to offer glasses of augmented reality with adequate functionality for the imputed price, so this segment has not received a decent development. Assuming that Apple will issue "smart" points for $ 500, then in the first three years they can bring the company at least $ 25 billion in revenue. And most importantly, this device will not take away customers from other Apple products. However, as analysts admit, it is unlikely that such a product will be released in the next two years. It just has a certain market potential that would help Apple get rid of the "financial smartphone dependence".
Related Products :
|