Executive Summary

We’re in the midst of a transition from the age of apps to the age of AI assistants. But the latter is just an evolutionary step towards what comes next: the agentic age. Rather than single, isolated AI tasks and answers, it’s all about agents that perform multi-step and complex workflows based on predefined goals. It will replace apps – along with users’ tapping and typing – with a single UX touchpoint.

Importantly, this will all be guided by personal and situational context. That context will be unique to each user and assembled through a combination of active and passive signals. Both will be unlocked by the personal data that’s gathered through an expanding range of devices that we carry and wear. This is a principle that Qualcomm calls personal AI.

What does this have to do with XR? Face worn devices, from AI glasses to VR headsets, will be central to the personal AI ecosystem. In fact, it could be the most powerful device class given the richness and relevance of visual data. When it comes to visuals, there’s no better training set for human knowledge than that captured from a human perspective – in other words, eye level.

For all these reasons, AI and AR glasses (and VR headsets to a degree) will play a valuable role in personal AI systems. Not only will they offer context and capability (input), but they’ll represent the touchpoints where personal AI is executed (output). The latter includes intelligent assistant functions and visual intelligence.

So how will this all come together? What types of implementations will be most effective? And who’s leading the way? We’ll tackle such questions, drawing on recent market events, and the Snapdragon Summit that we attended.

Price: $999

The fastest and most cost-efficient way to get access to this report is by subscribing to ARtillery PRO (Startup tier or higher for forecast access). You can also purchase it a la carte.

Methodology

ARtillery Intelligence follows disciplined best practices in market sizing and forecasting, developed and reinforced through its principles’ 20 years in research and intelligence in tech sectors. This includes the past 10 years covering AR & VR as a primary focus.

This report focuses on revenue projections in various sub-sectors and product areas. ARtillery Intelligence has built financial models that are customized to the specific dynamics and unit economics of each. These include variables like unit sales, company revenues, pricing trends, market trajectory, and several other micro and macro factors that ARtillery Intelligence tracks.

This approach primarily applies a bottom-up forecasting methodology, which is secondarily vetted against a top-down analysis. Together, confidence is achieved through triangulating revenues and projections in a disciplined way. More about ARtillery Intelligence’s market-sizing methodology can be seen here and more on its credentials can be seen here.

https://youtu.be/t3liyVREQvg?si=0NHqX2faaVOkk0ok
Disclosure & Ethics Statement

Unless specified in its stock ownership disclosures, ARtillery Intelligence has no financial stake in the companies mentioned in its reports. The production of this report likewise wasn’t commissioned. With all market sizing, ARtillery Intelligence remains independent of players and practitioners in the sectors it covers, thus mitigating bias in industry revenue calculations and projections. ARtillery Intelligence’s disclosures, stock ownership, and ethics policy can be seen in full here.

 
Purchase Report

Checkout easily and securely.

Questions

Ask us anything

    Reference

    Credentials & context