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AR/VR Investment Opportunities & Trends

May 2024

Altman Solon is the largest global strategy consulting firm exclusively working in the TMT sectors.

Rohit Kulkarni, Managing Director and Senior Research Analyst at ROTH Capital Partners, hosted a conversation with Director Kevin Wang. Leveraging insights on the AR/VR headset market, Kevin and Rohit discuss investment opportunities and emerging use cases in generative AI, including:

  • Apple's new $3,000 AR/VR device puts it into the "Ultra Premium" category. Apple didn't expect it to be mass-adopted, but the device indeed introduced many key technological advancements, such as eye tracking and display tech.
  • These advancements will meet the demand for gen AI capabilities, semiconductor chips, and software applications across key use cases such as collaboration, healthcare, and manufacturing.
  • While the Apple Vision Pro will maintain a very closed value chain, it can generate investor interest in key adjacent industries, such as semiconductor manufacturing, gen AI hardware, and software start-ups.

Listen to the conversation:

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