VR Cutting the Cord—The Boost the Market Needs?
AMD announced its acquisition of Nitero (IP and staff), a fabless semiconductor company, providing a 60 GHz wireless video link with a particular focus on the virtual reality (VR) and augmented reality (AR) markets. This represents a strong statement from AMD (with its core market focus on the console market) about the importance of the wireless tether in the development of VRWhile Nitero’s products could serve numerous additional functions within the PC space, VR has the most pressing need to go wireless, since the wired tether is often viewed as the weakest element of the premium VR experience. Bandwidth and latency, however, remain key challenges with wireless solutions; baseline 802.11ad, for instance, is often viewed as insufficient for VR. Nitero is not alone however, with other companies such as DisplayLink, Vive/TPCast, Hendesehane Nefes, Peraso Technologies, Facebook/Oculus, and Rivvr involved in the market. Note that given the early stages of development/commercialization, it is still unclear which of the more integrated players are developing technology in-house, and which are leveraging designs or licensing intellectual property (IP) from one or more of the special purpose startup players.
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