Project Evo, “Wintel VR”, and Project Alloy

by Michael Inouye | 4Q 2016 | IN-4390

In Shenzhen China at the WinHEC (Windows Hardware Engineering Community) event, Microsoft and Intel announced a number of new directions and opportunities for the computing space. This discussion will focus on the “mixed reality” pieces; however, biometrics, smart home, AI/Cortana, and related elements were all presented, as well and are covered in a related Insight entitled “Dual Microphones, Smart Assistants, and More: Microsoft and Intel Team Together to Improve PCs (IN-4377). On the VR front in particular, it was interesting to note some separation between gaming and what the companies call “mixed reality” (which is essentially a combination of elements from augmented and virtual reality). On the one hand, the separation between the two markets—mixed reality and gaming—speaks to the much larger market opportunity for both AR and VR beyond the more visible consumer space. It also speaks to the segmentations within the VR market, which could actually serve as a hurdle for Microsoft’s and Intel’s vision for mixed reality.

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