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Augmented Reality
Gene Munster
Nvidia Foundational Player In Future of Tech; Introducing 5-Yr Model
Today we’re rolling out our 5-year model for Nvidia, joining Loup Ventures’ Apple, Tesla, and iRobot model coverage. It’s important we write on Nvidia given its products are an integral part of the future of technology, based on their use…
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Artificial Intelligence
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Augmented Reality
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Autonomous Vehicles
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Nvidia
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Virtual Reality
Doug Clinton
Eight Fun Facts About Computer Vision
Despite being an important driver of innovation today, computer vision is little understood by those outside of the tech world. Here are a handful of facts that help put some context around what computer vision is and how far we’ve…
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Artificial Intelligence
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Augmented Reality
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Future
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Virtual Reality
Gene Munster
VCSEL Supplier Confirms Strong Demand for iPhone X
Special thanks to Austin Bohlig for his work on this note. Following upbeat Sep-17 quarter results from Apple’s leading vertical-cavity surface-emitting laser (VCESL) supplier this morning, Lumentum (LITE), we believe initial demand for iPhone X is on track to drive 2-3%…
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Apple
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Augmented Reality
Gene Munster
AMS AG Results Positive for iPhone X Mix
Following positive Sept-17 results from an Apple supplier, AMS AG, we continue to believe the mix of iPhone X remains favorable and will drive overall iPhone ASPs 15% higher (Street up 8%) in FY18.
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Apple
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Augmented Reality
Andrew Murphy
Feedback Loup: Early iPhone AR Apps
Since the launch of iOS 11, we’ve been testing popular AR apps available on the App Store. We’ve had fun, and found some useful new tools, but it doesn’t seem like we’ve unlocked the true utility of AR – yet.
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Apple
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Augmented Reality
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Feedback Loup
Gene Munster
iPhone Survey Shows 28% Interest in iPhone X; Positive for ASPs
Intent to upgrade survey shows promise for the iPhone X, and higher ASPs. In addition to surveying consumers in launch lines, we surveyed a broader base of 511 consumers this week regarding their intent to purchase the upcoming iPhones. We…
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Apple
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Augmented Reality
Gene Munster
Survey Suggests Higher Demand for iPhone 8 and X; but Brace for Short Lines
Survey suggests better than expected demand for iPhone X and iPhone 8, but lines will be shorter tomorrow. This week we surveyed 388 consumers in the U.S. across all demographics and found that of those planning to buy an iPhone…
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Apple
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Augmented Reality
Gene Munster
Quick Take: iPhone X Hints at a Post-Smartphone World
Apple introduced iPhone X as the future of the smartphone; and for good reason. The iPhone X has advanced 3D-sensing, display, camera, and augmented reality technologies that have never been available in consumer devices. These technologies solidify the platform on…
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Apple
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Augmented Reality
Spoiler Alert: Apple Event Products Leaked
Late on Fri. night, the iOS 11 GM (golden master) software build was leaked to two Apple rumor sites, confirming several new Apple products: iPhone 8 and iPhone 8 Plus: Updated versions of Apple’s 4.7″ and 5.5″ iPhones with LCD…
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Apple
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Augmented Reality
Gene Munster
Apple Supplier Experiences Delay, but Believe iPhone Launch Unaffected
Special thanks to Austin Bohlig for his work on this note. We have updated comments regarding the upcoming iPhone launch following Finisar’s (FNSR) FQ1 earnings results, which we believe is one of Apple’s VCSEL array suppliers. Vertical-cavity surface-emitting lasers (VCSEL) are…
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Apple
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Augmented Reality
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News
Gene Munster
Apple Event Preview
We don’t expect many surprises at Apple’s September 12th event (see our expectations detailed below). That said, the event will mark an important new chapter for Apple centered on augmented reality, which will eventually replace the smartphone over the next…
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Apple
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Augmented Reality
Gene Munster
ARCore + ARKit Make Augmented Reality Ubiquitous
On Tuesday, Google released a developer preview of ARCore, a platform for developers to build augmented reality apps for Android. ARCore brings augmented reality to the world’s largest mobile operating system, starting with just the Pixel and Galaxy S8, but…
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Apple
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Augmented Reality
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Google
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Meta
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Microsoft
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