VR/AR OEM Update as the Industries Heat Up
January 10, 2017
VR and AR industry growth is accelerating. Three years ago, one or two news stories a day were significant. Now, we seem to get one or two stories every few minutes. Tracking the industries and following the Tier-one vendors helps us understand what’s going on and gives us continued confidence that VR and AR are real. The smaller (and usually private) companies are doing very innovative things, often driving the futures of VR and AR. Determining where to invest is difficult, but Spectra7 Microsystems (SEV:TSX), a Sophic Capital client, provides critical, high-performance, analog semiconductors that many VR and AR OEMs are incorporating into their platforms. This report is an overview of some of the latest news in both VR and AR since our last industry report.