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No one knows if microdisplay-based AR will ever catch on with consumers, and at this point, most of the industry thinks of it as an afterthought anyway.īrian Ballard, CEO of Upskill, which provides the software for many of these monocular AR systems, told me in an interview Friday, April 27, that just about everyone in manufacturing and warehousing is switching - or planning to switch - to these types of monocular LCOS Head Mounted Displays (HMDs) to enhance their systems. Toshiba just jumped in with its own offering. The use of these devices in manufacturing is exploding. But the real money, hundreds of billions, is in the boring, decidedly unsexy microdisplay, made by Kopin, RealWear, Google, ODG, Epson, and Vuzix. The value of this outside of games has yet to be determined. This has created amazing and profitable games, like Pokemon Go (2 billion dollars in sales and still counting). With depth and surface detection, along with new spatialized mapping, computer vision allows the real and digital to mingle, and objects to remain anchored in space, waiting to be revealed. We're seeing stirring of this in mobile AR when the camera has become the interface. It's to integrate the real world with the digital in a more seamless way. The holy grail of AR is best expressed by the ambitions of Magic Leap, a multi-billion dollar startup backed by the biggest tech, entertainment, and venture capital companies in the world, is not to put a tv on your face.

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