The Relationship and Necessary Balance Between AR/VR Hardware and Software

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By Eric Abbruzzese | 1Q 2022 | IN-6471

 

Platforms Talk Invigorating Software Focus

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Over the past five or so years, the dynamic between Augmented Reality (AR)/Virtual Reality (VR) hardware and software has shifted from one side to the other. Hardware players could push the envelope with cutting edge offerings in the hopes that the software and content ecosystem would be strong enough to show off the devices properly. Those with the capability to deliver both hardware and software could sell hardware at low or negative margins to build an installed base and boost content revenues. Pure software vendors had a choice in partnership and a go-to-market between those, with no clear winner for any particular approach.

A couple notable updates here have shed some light on potential approaches going forward, at least for the large multi-platform vendors. Microsoft is rumored to have dropped plans for a HoloLens 3, in favor of expanding platform capabilities to enable metaverse, specifically cross-platform interoperability. Meta’s record-breaking (not the good kind) earnings day was a mix of market overreaction and some concerning metrics for the company&mdas…

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