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Why read this report? 1
Turning a multibillion-dollar
market into reality 3
Executive summary 4
Why now? 4
What’s changed? 5
How are we different? 5
Where are the opportunities? 7
VR on the horizon 9
Three types of VR headsets 10
Apple vs. Oculus 13
The next multibillion-dollar market 13
Consumer market leading the way 15
An encouraging market for
commercial uses 24
Technology evolution 26
Increasingly opaque boundaries
between VR, AR and MR 27
MR: Either an AR-approach or
VR-approach 28
Breakdown of a VR headset 31
Application processor – the heart
of a VR headset 32
Visual comfort – synchronization
with human visual system 33
Direct-view display – a cornerstone
of modern VR headsets 36
Microdisplay – a promising
compact form factor 38
Wearable comfort – challenges
from optical design 45
Perception and interaction − key
enablers of the VR experience 52
Supply chain analysis 57
Application processors 58
Display panels 58
Optics 61
Camera sensors 63
Assembly 65
Disclosure appendix 66
Disclaimer 69