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| Today's Metaverse brief: - Apple's Vision Pro headset is launching in the U.S. on Feb. 2, with preorders starting Jan. 19.
- Panasonic's subsidiary Shiftall announced the release of "MeganeX Superlight," a new, lighter version of its MeganeX PC VR headset.
- The TCL RayNeo X2 Lite AR glasses, unveiled at CES 2024, are lightweight, travel-friendly, and packed with advanced features.
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| 1 | | Apple's Vision Pro headset is launching in the U.S. on Feb. 2, with preorders starting Jan. 19. This product, priced at $3,500, is Apple's first major innovation since the Apple Watch in 2015 and is expected to compete with Meta's Quest headsets. More: - The headset is powered by Apple's M2 chip, used in its computers, and features 256GB of storage.
- Vision Pro's projected revenue is around $1.4B, considered "relatively immaterial" by UBS.
- The device operates on VisionOS and supports eye, hand, and voice control.
- Vision Pro is compatible with productivity and creativity apps, including Microsoft Office and Salesforce Slack.
Zoom Out: - Despite Meta Platforms and others producing VR headsets for years with modest success, industry analysts suggest Apple could broaden the technology's appeal beyond its current base of video gamers and tech enthusiasts.
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What the numbers say: As of October 2023, Nintendo's lifetime revenue from mobile games surpassed $1.5B. The leading contributor to this revenue was "Fire Emblem Heroes," which generated $826M in in-app purchase (IAP) spending. "Mario Kart Tour," ranking second, accumulated $250M in lifetime player spending. Relevance: Nintendo's transition to mobile gaming has faced challenges. Notably, "Dragalia Lost," introduced in 2018 as a new mobile-exclusive intellectual property, ceased operations in November 2022. According to Sensor Tower, the game earned $146.4M in worldwide revenue as of October 2020. This revenue was significantly driven by the Japanese market, which accounted for ~$73.2M, or 50% of the total earnings. | | | |
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| 3 | | Panasonic subsidiary Shiftall announced the release of "MeganeX superlight," a new, lighter version of its MeganeX PC VR headset, and the next generation of HaritoraX wireless body trackers. This new headset is approximately 50% lighter than its predecessor and omits several features for a more streamlined design. More: - The new version excludes inside-out cameras, speakers, and glasses-style struts and adopts an all-plastic lens.
- Only 6DOF tracking is available through Valve's external SteamVR base stations.
- MeganeX Superlight's release is expected in 2024, with pricing yet to be announced.
- The original MeganeX, priced at $1,700, has not been released outside Japan.
- Shiftall also plans to release HaritoraX Wireless R, a new full-body tracking device, and "mutalk 2", a wireless soundproof microphone.
Zoom Out: - In January 2023, Shiftall launched its HaritoraX Wireless body tracking system at CES 2023 in Las Vegas, compatible with all SteamVR headsets, enabling users to physically interact in the metaverse.
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| 4 | | The TCL RayNeo X2 Lite AR glasses, unveiled at CES 2024, are lightweight, travel-friendly, and packed with advanced features, contrasting sharply with Apple's heavier Vision Pro headset. TCL plans to release the RayNeo X2 Lite in the third quarter of 2024, with pricing details yet to be announced. More: - Weighing just 2.17 ounces, the RayNeo X2 Lite uses aerospace-grade materials and an adjustable nose pad for all-day wear.
- RayNeo X2 Lite is equipped with a Qualcomm Snapdragon AR1 Gen 1 processor, 4GB RAM, 32GB storage, and a 12MP camera for 1080p video at 30fps.
- It also includes Bluetooth 5.3, Wi-Fi 6E, three mics, two speakers, an accelerometer, a gyroscope, a compass, a magnetometer, and touch sensors.
- The AR glasses also offer an AI assistant with a 3D avatar ChatBot, live translations, object recognition, and enhanced navigation on lenses.
Zoom Out: - TCL plans a global launch of their first X2 glasses on Indiegogo, scheduled for February.
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| 5 | | Xreal has partnered with Qualcomm, BMW Group, Nio, Quintar, and Forma Vision to expand the use of its augmented reality glasses. This collaboration aims to democratize AR by extending spatial computing capabilities across various sectors, showcased at CES 2024. More: - Xreal announced a multi-year collaboration with Qualcomm to integrate AR, AI, and 5G.
- The partnership with BMW Group is centered on incorporating AR glasses into the driving experience.
- Xreal and Nio co-developed AR glasses for Nio's ES8 SUV, offering an immersive cinematic experience for passengers.
- In collaboration with Quintar, Xreal showcases immersive spatial video projections for sports fans.
- Forma Vision and Xreal are introducing holographic meetings through AR glasses, transforming video conferencing into interactive, volumetric experiences.
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| 6 | | Samsung unveiled the world's first transparent micro-LED displays at CES 2024, featuring groundbreaking technology that creates an illusion of floating images. Micro-LED technology ensures images on these displays are incredibly sharp, with high pixel density. More: - Samsung introduced three transparent micro-LED display models with unique designs, including two with tinted glass panels.
- The transparent displays are only about a centimeter thick, enhancing the floating screen illusion.
- Close inspection reveals a slight graininess and a yellowish tint in the display quality.
- Samsung's transparent micro-LEDs are less affected by ambient light and offer higher brightness than transparent OLED panels.
- There is no official pricing yet, but given the cost of Samsung's non-transparent micro-LEDs, affordability may be a future challenge.
Zoom Out: - Samsung's non-transparent MicroLED TV line includes a 110-inch model priced at $150,000.
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- The Orchestre de la Suisse Romande, featuring 73 musicians, will perform its inaugural hologram symphony concert from Jan. 25 to 28 at the 12th Artgenève Fair.
- Xreal unveiled their Xreal Air 2 Ultra AR glasses for both developers and consumers at CES 2024 in Las Vegas.
- Improbable is collaborating with MSquared to advocate for an open and decentralized metaverse.
- Zeiss, having provided its hologram-generating Multifunctional Smart Glass technology to NASA and ESA for years, is preparing this technology for mass production.
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