Microsoft lub HoloLens.
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Kev txiav txim siab los ntawm cov ntawv tshaj tawm tsis ntev los no, augmented kev muaj tiag yog qhov loj tom ntej hauv tshuab. Nov yog qhov koj yuav tsum tau npaj.
Executives ntawm Txuj Ci (QCOM) tshaj tawm rau hnub Tuesday tias lub tuam txhab yuav koom tes nrog Microsoft (MSFT) nyob rau tiam tom ntej chips rau lub teeb AR tsom iav. Qhov no yog qhov loj.
Cov tub lag luam yuav tsum xav txog yuav Qualcomm shares.
Qhov no tsis yog thawj zaug Qualcomm thiab Microsoft tau ua haujlwm ua ke. Lub Snapdragon 850 chips powers Microsoft's HoloLens headsets. Lub ntsej muag zoo li lub ntsej muag tau pib lub neej hauv xyoo 2010 raws li cov khoom ua si kim, $ 3,000 ntxiv rau Xbox game console. Lub mloog pob ntseg hloov zuj zus mus rau kev sib xyaw kev muaj tiag, thiab txawm tias siv tub rog.
Microsoft tshaj tawm thaum Lub Peb Hlis 2021 tias nws tau txais $ 21 billion daim ntawv cog lus los muab cov tub rog-qib units rau Tebchaws Meskas.
Qhov kev nyiam ntawm AR thev naus laus zis yog kev ua haujlwm tsis muaj tes. Kev muaj peev xwm tam sim pom cov ntaub ntawv hauv lub sijhawm tiag tiag ua rau muaj kev nkag siab ntau rau cov neeg ua haujlwm kho cov kab hluav taws xob, lossis cov tub rog lees paub cov tub rog tawm hauv thaj chaw. Ib qho khoom siv hnyav tiag tiag tuaj yeem muaj qhov rov hais dua dav dua.
Qhov ntawd yog kom meej tias kev ua lag luam Qualcomm tau tsom mus rau.
Ntawm Consumer Electronics Show hauv Las Vegas hnub Tuesday, Qualcomm tus thawj coj Cristiano Amon qhia Snapdragon Spaces XR, kev txhim kho platform uas yuav koom ua ke rau hauv Microsoft Mesh software rau lub teeb AR tsom iav. Qhov kawg yog qhov tseem ceeb. Cov khoom siv no yog tsom iav, tsis yog tsom iav lossis lub mloog pob ntseg.
Tsiv mus rau AR tsom iav yuav tso Qualcomm thiab Microsoft hauv kev sib tw ncaj qha nrog Kua (AAPL). Tim Cook, tus thawj tswj hwm tau hais rau cov kws tshuaj ntsuam xyuas hauv 2016 tias AR tuaj yeem loj heev thiab nws tau cog lus tias tom qab ntawd Cupertino, Calif.-based tuam txhab yuav nqis peev raws li. Txij thaum ntawd los, Apple tau ua ntawv thov ntau patents, yuav pib ua haujlwm, ntiav cov thawj tswj hwm khoom tshiab, thiab pib ARKit, nws cov khoom siv AR software tsim tawm. Apple's AR tsom iav tau pom meej meej hauv cov khoom xa khoom.
Lub Cupertino, Calif.-raws li juggernaut teeb tsa tiam sis.
Lub tuam txhab tau tshaj tawm AirPods hauv 2016 kom nthuav dav kev thuam. Lub wireless dawb pob ntseg tau kim, muaj suab tsis zoo, thiab zoo li ib nkawm golf tees dangling los ntawm cov neeg hnav lub pob ntseg. Airpods muaj tag nrho cov earmarks ntawm ib tug colossal tsis ua hauj lwm. Ces cov me nyuam txias pib hnav lawv. Apple tej zaum yuav tau muag 90 lab khub hauv ob lub hlis kawg ntawm 2021, raws li Min-Chi Kuo, tus kws tshuaj ntsuam ntawm TFI Asset Management.
Tam sim no Apple tab tom yuav ua rau AR txias. Qualcomm tau ua ntej ntawm nthwv dej ntawm cov neeg yuav khoom tshiab.
Nws tsis yog lawm los xav tias Apple yog tus yeej tsuas yog qhov kev sib tw raws li AR mus rau qhov tseem ceeb. Qualcomm yeej lub high-end smartphone nti kev tsov kev rog los ntawm kev ua ib tug microprocessor uas ua hauj lwm zoo nyob rau hauv tag nrho cov hauv ecosystem. Niaj hnub no nws tsev neeg Snapdragon ntawm cov txheej txheem tau siv nyob rau hauv 70% ntawm cov qib siab dua Android smartphones, suav nrog feem ntau cov khoom siv tshiab Samsung, txawm tias Kaus Lim Kauslim cov khoom siv hluav taws xob loj ua rau cov khoom sib tw.
Dab tsi Amon thiab nws cov thawj coj tau txais txoj cai yog kev koom ua ke thiab kev koom tes.
Qhov kev pom zoo nrog Microsoft txuas ntxiv hauv kev coj ua. Lub Redmond, Wash.-raws li software loj heev muaj cov leeg ua lag luam los ntsuas qhov hnyav AR tsom iav hauv khw.
Hauv ib ntus, Qualcomm muaj cov ntaub ntawv muaj zog ntawm cov chipsets thoob plaws ntau qhov chaw.
Qualcomm yog tus khub tshwj xeeb hauv Lub Ib Hlis 2021 ntawm Nio (NCO) Hnub. Cov tuam txhab tsheb hauv Suav tau tshaj tawm nws lub tsheb ET7 uas muaj kev sib txuas ib txwm nyob rau hauv kev sib txuas rau siab bandwidth / qis latency 5G, Bluetooth 5.0, Wi-Fi 6 thiab tag nrho lub tsheb-rau-txhua yam neeg siv kev paub.
Apple kuj tso siab rau Qualcomm rau 5G modems. Tom qab ob peb xyoos ntawm kev sib hais plaub, ob lub tuam txhab tau kos npe rau $ 4.5 billion deal nyob rau lub Plaub Hlis 2019 los coj Qualcomm qhov zoo tshaj plaws-hauv-chav wireless technology rau iPhones thiab iPads. Daim ntawv tso cai yuav kav mus txog rau xyoo 2025.
Qualcomm tau ua lag luam muaj zog hauv kev lag luam turbulent. Shares kaw hnub Tuesday ntawm $187.23, tsawg dua 1% los ntawm cov ntaub ntawv qib. Cov khoom lag luam tsuas yog 16x rau pem hauv ntej cov nyiaj tau los thiab 6.2x muag.
Muab qhov kev cia siab muaj zog rau kev loj hlob hauv AR, cov piv txwv no zoo li pheej yig heev.
Tau qhov twg los: https://www.forbes.com/newsletters/jonmarkman/2022/01/05/why-qualcomm-will-win-the-augmented-reality-wars/