Latest news for Acer (OTC:ACEYY) Stock

Acer Inc is a hardware and electronics company specializing in advanced electronics technology. Its products are sold under three brands: Acer, Gateway, and Packard Bell. It includes desktop PCs, clamshell laptops, 2-in-1 laptops, convertible laptops, Chromebooks, tablets, servers, storage devices, virtual reality devices, displays, smartphones, and peripherals. A large majority of the firm's revenue is derived from personal computers and the rest from peripherals and other products. The firm generates revenue in the Americas, Mainland China, Taiwan, and other countries across the world.

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Canalys Sees Mac Shipments Growing BY 14.4% In Q3 Before New Launches

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PC Market Downturn Continues Into Its Sixth Year

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The OS Of The Future: Who&#39;s Taking The Lead?

Acer Inc

<ul>
<li>Canalys sees&nbsp;Apple Inc&nbsp;(NASDAQ: <a class="ticker" href="https://www.benzinga.com/stock/aapl#NASDAQ">AAPL</a>) shipping 7.82 million Macs during Q3 CY21, up 14.4% year-over-year, reaching a 9.3% market share, from 8.5% market share in Q3 CY20,&nbsp;<a class="editor-rtfLink" href="https://9to5mac.com/2021/10/11/mac-shipments-grow-14-in-q3-ahead-of-new-macbook-pro-release/" style="color:#4a6ee0; background:transparent; margin-top:0pt; margin-bottom:0pt" target="_blank">9 to 5 Mac reports</a>.</li>
<li>Apple is the fourth-largest PC maker trailing behind&nbsp;Lenovo Group Ltd&nbsp;(OTC: <a class="ticker" href="https://www.benzinga.com/stock/lnvgy#OTC">LNVGY</a>),&nbsp;Hewlett Packard Enterprise Co&nbsp;(NYSE: <a class="ticker" href="https://www.benzinga.com/stock/hpe#NYSE">HPE</a>), and&nbsp;Dell Technologies Inc&nbsp;(NYSE: <a class="ticker" href="https://www.benzinga.com/stock/dell#NYSE">DELL</a>), and&nbsp;Acer Inc&nbsp;(OTC: <a class="ticker" href="https://www.benzinga.com/stock/aceyy#OTC">ACEYY</a>).</li>
<li>The global PC market grew by 5% during Q3 to 84.1 million shipments, following five quarters of double-digit growth due to supply chain disruptions.</li>
<li>Canalys sees an ongoing crisis &ldquo;well into 2022.&rdquo; It sees significant updates to the Mac in the coming weeks, which could boost shipments for the holiday quarter.</li>
<li>Apple will announce its Q4 FY21 earnings on October 28.</li>
<li>Price Action:&nbsp;AAPL shares traded higher by 0.34% at $143.39 on the last check Monday.</li>
<li>Photo by&nbsp;<a class="editor-rtfLink" href="https://pixabay.com/users/joshuaworoniecki-12734309/?utm_source=link-attribution&amp;utm_medium=referral&amp;utm_campaign=image&amp;utm_content=5673901" style="color:#4a6ee0; background:transparent; margin-top:0pt; margin-bottom:0pt" target="_blank">Joshua Woroniecki</a>&nbsp;from&nbsp;<a class="editor-rtfLink" href="https://pixabay.com/?utm_source=link-attribution&amp;utm_medium=referral&amp;utm_campaign=image&amp;utm_content=5673901" style="color:#4a6ee0; background:transparent; margin-top:0pt; margin-bottom:0pt" target="_blank">Pixabay</a></li>
</ul>

There seems to be no light at the end of the tunnel for the PC market, as it continues its lean run in the recently concluded second quarter. The PC market has been on a secular decline for five years now, and the second quarter marked the eleventh straight quarter PC shipments fell year over year.
<h3>2Q Statistics</h3>
Estimates by Gartner as well as IDC underlined the underlying weakness in the PC market. The <a href="https://www.gartner.com/newsroom/id/3759964"> former </a> estimates that worldwide PC shipments fell 4.3 percent to 61.1 million units, while the <a href="https://www.idc.com/getdoc.jsp?containerId=prUS42882717"> latter </a> forecast a 3.3-percent drop to 60.5 million units.
The difference between IDC and Gartner numbers is accounted for the form factor each counts as PCs.
<h3>What Is Ailing The Sector</h3>
IDC feels inventory build-up caused by shortages of key components such as solid state drives as one of the reasons for the weakness in the past several quarters. Though the second quarter of 2017 was less impacted by the shortages, increased cost of components hurt final sales value of systems, dragging down PC sales.
Gartner sang the same tune, tracing the weakness back to higher PC prices due to the impact of component <a href="https://www.benzinga.com/news/earnings/17/07/9766252/encouraging-signs-for-semiconductor-etfs"> shortages </a> of DRAM, SSD and LCD panels.
Sleek smartphones and tempting tablets have lured customers away from PCs, which they find to be anachronistic devices. The former two gadgets have now so much evolved that they offer all the functionalities of PCs, along with convenience of use and mobility only they can offer.
With consumers, PCs having almost become an obsolete product, commercial customers continue to patronize it, as they go for product upgrades and refreshes, triggering demand for PCs. 
However, one avenue of growth for the ailing device could be the demand for gaming hardware devices, which could prop up PC sales. 
<h3>PC Market Shipments Over The Years</h3>
After peaking at around 365.4 million units in 2011, PC shipments declined 4 percent to 351.1 million units in 2012, falling a steeper 10 percent in 2013 to 316.5 million units. After the decline tempered to 1 percent in 2014, shipments fell 8 percent and 6 percent, respectively in 2015 and <a href="https://www.benzinga.com/analyst-ratings/analyst-color/17/01/8898762/study-pcs-no-longer-a-preferred-gift-item-as-2016-shipme"> 2016. </a>
<img src="/files/u101977/pc-sales-in-2016-were-the-lowest-theyve-been-in-a-decade.png" width="600" height="450" alt="pc-sales-in-2016-were-the-lowest-theyve-been-in-a-decade.png" />
<h3>Vendorwise Performance</h3>
 HP Inc (NYSE: <a class="ticker" href="/stock/hpq#NYSE">HPQ</a>) has weathered the half-a-decade PC market downturn relatively better than it peers. IDC's 2Q17 estimates showed that the company retained the distinction of the top PC vendor for the second straight quarter, boasting of a 23-percent market share. 
Meanwhile, Gartner's research indicated that HP wrested the top slot from Lenovo Group Limited (ADR) (OTC: <a class="ticker" href="/stock/lnvgy#OTC">LNVGY</a>), which has become a force to reckon with in the PC market after it bought International Business Machines Corp. (NYSE: <a class="ticker" href="/stock/ibm#NYSE">IBM</a>)'s PC business in 2005. HP fared particularly well in the U.S., where it outperformed the regional market. 
Lenovo has remained the leader since 2013, with HP trailing behind it.
<img src="/files/u101977/untitled_2.png" width="777" height="550" alt="untitled_2.png" /> 
 Source: Statista 
Dell Inc. has been become both Lenovo and HP. Meanwhile, Asus and Acer Inc (OTC: <a class="ticker" href="/stock/aceyy#OTC">ACEYY</a>) has been running neck-on-neck, closely following Dell.
Apple Inc. (NASDAQ: <a class="ticker" href="/stock/aapl#NASDAQ">AAPL</a>), despite its visually appealing Mac PCs, was clubbed under the "others" category until 2013. Apple shipped 19.6 million units of Mac in 2014, with shipments rising to 20.83 million units in 2015. However, shipments fell to 18.61 million units in 2016.

The PC market cannot be obliterated completely, as commercial customers still rely on them. That said, consumer PC sales are definitely on the wane. It remains to be seen how the industry stands up to multiple challenges before it.
 Related Links:
<a href="https://www.benzinga.com/analyst-ratings/analyst-color/17/07/9762878/strong-pc-data-for-june-is-good-for-micron-investors"> Strong PC Data For June Is Good For Micron Investors </a> 
<a href="https://www.benzinga.com/news/17/03/9132146/logitech-is-ready-to-show-it-is-bigger-than-just-computer-mouses"> Logitech Is Ready To Show It Is Bigger Than Just Computer Mouses </a>

Gazing into the future of operating system, or OS, Loup Ventures said a combination of Apple Inc. (NASDAQ: <a class="ticker" href="/stock/aapl#NASDAQ">AAPL</a>) and Microsoft Corporation (NASDAQ: <a class="ticker" href="/stock/msft#NASDAQ">MSFT</a>) is likely to win the Augmented Reality, or AR OS race. The firm noted that <a href="https://www.benzinga.com/analyst-ratings/analyst-color/17/02/9033181/goldman-sachs-sees-increassed-likelihood-the-iphone-8-wil"> Apple </a> and Alphabet Inc (NASDAQ: <a class="ticker" href="/stock/goog#NASDAQ">GOOG</a>) (NASDAQ: <a class="ticker" href="/stock/googl#NASDAQ">GOOGL</a>), the prior OS winners won the mobile layer.
<h3>Opportunities For New Players</h3>
Gene Munster, managing partner at the firm, attributed this to the well-defined shifts and the existing players carefully positioning themselves to be sure they have a seat at the table. Munster feels the future won't be owned by the incumbents, as there is a move away from purely digital technologies into ones that combine the sciences, namely biology, chemistry, psychology. This, the analyst, sees would provide opportunities for the emergence of new players.
<h3> New Computer Paradigms Keep Emerging </h3>
Loup Ventures noted that once in every 25 years a new computing paradigm keeps emerging, creating an opportunity to own a new OS layer &mdash; like the PC in the late '80s powered by Windows, Mac and Linux, the internet in the late '90s powered by <a href="https://www.bloomberg.com/news/articles/2017-01-04/google-moves-into-augmented-reality-shopping-with-bmw-gap"> Google </a> and Amazon.com, Inc. (NASDAQ: <a class="ticker" href="/stock/amzn#NASDAQ">AMZN</a>), mobile in the mid-2000s, owned by iOS and Android.
<h3>Sharing Knowledge On AR OS Layer</h3>
Although Munster believes most AR functionality will happen through the existing mobile OSes, he thinks in order to drive a true paradigm shift, AR wearables will need their own OS. The analyst is of the view that there are likely to be two or three winners on that count, which would render reach and scale difficult to achieve. There is likely to be one closed OS solution and one that is open, Munster added.
The leeway open systems allow for third-party developers to innovate on hardware and software features would make hardware commoditized. Munster sees definite challenges around miniaturization and battery. The analyst expects AR to be a culmination of several core disciplines such as UX design, maps, data, social, developers, content and payments.
On these core disciplines, Munster noted that Google scored the highest followed by Apple, Microsoft, Facebook Inc (NASDAQ: <a class="ticker" href="/stock/fb#NASDAQ">FB</a>), Amazon and Snap Inc (NYSE: <a class="ticker" href="/stock/snap#NYSE">SNAP</a>). Also taking the R&amp;D spending of these companies as proxies for their determination to make it big, Munster noted that Apple is spending the most followed by Google and Facebook.
<h3> AR OS Players And Their Status </h3>
<ul>
<li>Google: Discontinued Google Glass; Tango already has takers in the form of Lenovo Group Limited (ADR) (OTC: <a class="ticker" href="/stock/lnvgy#OTC">LNVGY</a>)'s Phab 2 Pro and ACER INC GDR(REP 5 ORD TWD10)REG'S (OTC: <a class="ticker" href="/stock/aceyy#OTC">ACEYY</a>)'s Tango-ready phone. Google's AR OS is likely to be the winner for the open system, developing from a combination of Tango and Android, augmented by the company's machine learning efforts.</li>
<li>Apple: If the next iPhone integrated a dedicated 3D mapping chip, it could be the first AR hardware to gain mass adoption, enabling developers to create unique AR experiences on the iPhone. Additionally, Loup Ventures expects <a href="https://www.benzinga.com/analyst-ratings/analyst-color/17/02/9033267/munster-apple-is-taking-baby-steps-into-augmented-realit"> Apple </a> to show off the capabilities of the chip with help from Prime Sense and Metaio, its most recent AR software acquisitions.</li>
<li>Microsoft: Munster feels the company may be the furthest along in AR today, with the Hololens and its Windows Holographic OS. Given that the company had missed the bus in mobile OS despite being an early entrant, the company might be determined not to miss on AR. However, the company would be constrained by its inability to match up to Google in most of the core competences to win in AR, although it still holds an edge in productivity.</li>
<li>Facebook: Loup Ventures believes Facebook is experimenting with both AR and Virtual Reality, or VR, with the focus more on VR than AR. This is understandable, given Mark Zuckerberg's view that VR is five to 10 years ahead of AR. The company's relative weakness in maps and informational data and strength in social and content make it a potential winner in the VR OS layer.</li>
<li>Amazon: Amazon's foray into AR is not through wearables, but Alexa, an open OS. Munster sees Alexa-powered devices to eventually include cameras that will enable computer vision. The analyst feels the company might want to stamp its authority as a force in the OS layer for commerce.</li>
<li>Snap: Munster believes for Snap, communication is a key use for AR, with its camera and Spectacles. However, the analyst doesn't think Snap can win the AR race, as it can't offer incremental features beyond social to developers.</li>
</ul>
Related Links:
<li><a href="https://www.benzinga.com/news/17/02/9042578/is-ar-all-its-cracked-up-to-be"> Is AR All It's Cracked Up To Be?</a></li>
<li><a href="https://www.benzinga.com/general/education/16/12/8793146/the-biggest-players-in-augmented-reality"> The Biggest Players In Augmented Reality </a> </li>

The OS Of The Future: Who's Taking The Lead?

<a href="http://www.digitimes.com/news/a20151022PD206.html" title="http://www.digitimes.com/news/a20151022PD206.html">http://www.digitimes.com/news/a20151022PD206.html</a>

Rumors

Acer Unit to Develope EV Batteries, Power Systems -DigiTimes

Acer reports March consolidated revenues at NT$27.48 billion

Acer reports Q1 results

Acer reports April consolidated revenues at NT$17.85 billion

With the Nasdaq Composite hitting an all-time high yesterday, it's fair to say the market is getting ready for Nvidia's quarterly results after tomorrow night's close.

Fed Speakers, Market Dynamics, Waiting For Nvidia

Acer's May revenue up 17%Y/Y, 11th consecutive month of growth

Acer reports June consolidated revenues at NT$28.19B

Amazon Prime Day is on track to set a record as electronics sales shine

Acer reports 32.3% rise in July consolidated revenues

Acer reports Q2 results

Acer, Cathay Cargo and Dimerco join forces to reduce carbon emissions

ADBE

ASUUY

NTDOY

NVDA

QCOM

SONY

SSNLF

Press Releases

Acer Announces Aspire C Series Desktops; Acer's First AI All-in-One PCs Powered by Intel Core Ultra Processors

Acer Unveils Wave 7 Mesh Router with Wi-Fi 7 and Multi-Link Operation for Seamless Home Connectivity

Entertainment

Acer Introduces New Smart Monitors for Home Entertainment, Work, and Gaming

Acer Unveils Next-Level OLED Gaming Monitors Supercharged for Blazing Speed and Stunning Visuals

Upcoming Acer Swift Series Laptops to Feature Models with New AMD Ryzen AI 300 Series Processors

Earnings

Acer Announces May Consolidated Revenues at NT$21.13 Billion, Marking 11 Months of Consecutive YoY Growth

Acer Announces June Consolidated Revenues at NT$28.19 Billion, Marking 12 Months of Consecutive YoY Growth, and Highest in 24 Months

Acer Announces Q2 2024 Operating Income at NT$1.47 Billion, Up 87.9% Quarter-on-quarter and 40.3% Year-on-year

Acer Announces July Consolidated Revenues at NT$23.45 Billion, Up 32.3% Year-on-year

Commodities

Acer, Cathay Cargo and Dimerco Join Forces to Reduce Carbon Emissions via Sustainable Aviation Fuel

Acer

<ul>
	<li>Canalys sees&nbsp;Apple Inc&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) shipping 7.82 million Macs during Q3 CY21, up 14.4% year-over-year, reaching a 9.3% market share, from 8.5% market share in Q3 CY20,&nbsp;<a class="editor-rtfLink" href="https://9to5mac.com/2021/10/11/mac-shipments-grow-14-in-q3-ahead-of-new-macbook-pro-release/" style="color:#4a6ee0; background:transparent; margin-top:0pt; margin-bottom:0pt" target="_blank">9 to 5 Mac reports</a>.</li>
	<li>Apple is the fourth-largest PC maker trailing behind&nbsp;Lenovo Group Ltd&nbsp;(OTC:<a class="ticker" href="https://www.benzinga.com/stock/LNVGY#OTC">LNVGY</a>),&nbsp;Hewlett Packard Enterprise Co&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HPE#NYSE">HPE</a>), and&nbsp;Dell Technologies Inc&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DELL#NYSE">DELL</a>), and&nbsp;Acer Inc&nbsp;(OTC:<a class="ticker" href="https://www.benzinga.com/stock/ACEYY#OTC">ACEYY</a>).</li>
	<li>The global PC market grew by 5% during Q3 to 84.1 million shipments, following five quarters of double-digit growth due to supply chain disruptions.</li>
	<li>Canalys sees an ongoing crisis &ldquo;well into 2022.&rdquo; It sees significant updates to the Mac in the coming weeks, which could boost shipments for the holiday quarter.</li>
	<li>Apple will announce its Q4 FY21 earnings on October 28.</li>
	<li>Price Action:&nbsp;AAPL shares traded higher by 0.34% at $143.39 on the last check Monday.</li>
	<li>Photo by&nbsp;<a class="editor-rtfLink" href="https://pixabay.com/users/joshuaworoniecki-12734309/?utm_source=link-attribution&amp;utm_medium=referral&amp;utm_campaign=image&amp;utm_content=5673901" style="color:#4a6ee0; background:transparent; margin-top:0pt; margin-bottom:0pt" target="_blank">Joshua Woroniecki</a>&nbsp;from&nbsp;<a class="editor-rtfLink" href="https://pixabay.com/?utm_source=link-attribution&amp;utm_medium=referral&amp;utm_campaign=image&amp;utm_content=5673901" style="color:#4a6ee0; background:transparent; margin-top:0pt; margin-bottom:0pt" target="_blank">Pixabay</a></li>
</ul>

There seems to be no light at the end of the tunnel for the PC market, as it continues its lean run in the recently concluded second quarter. The PC market has been on a secular decline for five years now, and the second quarter marked the eleventh straight quarter PC shipments fell year over year.
<h3>2Q Statistics</h3>
Estimates by Gartner as well as IDC underlined the underlying weakness in the PC market. The <a href="https://www.gartner.com/newsroom/id/3759964"> former </a> estimates that worldwide PC shipments fell 4.3 percent to 61.1 million units, while the <a href="https://www.idc.com/getdoc.jsp?containerId=prUS42882717"> latter </a> forecast a 3.3-percent drop to 60.5 million units.
The difference between IDC and Gartner numbers is accounted for the form factor each counts as PCs.
<h3>What Is Ailing The Sector</h3>
IDC feels inventory build-up caused by shortages of key components such as solid state drives as one of the reasons for the weakness in the past several quarters. Though the second quarter of 2017 was less impacted by the shortages, increased cost of components hurt final sales value of systems, dragging down PC sales.
Gartner sang the same tune, tracing the weakness back to higher PC prices due to the impact of component <a href="https://www.benzinga.com/news/earnings/17/07/9766252/encouraging-signs-for-semiconductor-etfs"> shortages </a> of DRAM, SSD and LCD panels.
Sleek smartphones and tempting tablets have lured customers away from PCs, which they find to be anachronistic devices. The former two gadgets have now so much evolved that they offer all the functionalities of PCs, along with convenience of use and mobility only they can offer.
With consumers, PCs having almost become an obsolete product, commercial customers continue to patronize it, as they go for product upgrades and refreshes, triggering demand for PCs. 
However, one avenue of growth for the ailing device could be the demand for gaming hardware devices, which could prop up PC sales. 
<h3>PC Market Shipments Over The Years</h3>
After peaking at around 365.4 million units in 2011, PC shipments declined 4 percent to 351.1 million units in 2012, falling a steeper 10 percent in 2013 to 316.5 million units. After the decline tempered to 1 percent in 2014, shipments fell 8 percent and 6 percent, respectively in 2015 and <a href="https://www.benzinga.com/analyst-ratings/analyst-color/17/01/8898762/study-pcs-no-longer-a-preferred-gift-item-as-2016-shipme"> 2016. </a>
<img src="/files/u101977/pc-sales-in-2016-were-the-lowest-theyve-been-in-a-decade.png" width="600" height="450" alt="pc-sales-in-2016-were-the-lowest-theyve-been-in-a-decade.png" />
<h3>Vendorwise Performance</h3>
 HP Inc (NYSE:<a class="ticker" href="/stock/HPQ#NYSE">HPQ</a>) has weathered the half-a-decade PC market downturn relatively better than it peers. IDC's 2Q17 estimates showed that the company retained the distinction of the top PC vendor for the second straight quarter, boasting of a 23-percent market share. 
Meanwhile, Gartner's research indicated that HP wrested the top slot from Lenovo Group Limited (ADR) (OTC:<a class="ticker" href="/stock/LNVGY#OTC">LNVGY</a>), which has become a force to reckon with in the PC market after it bought International Business Machines Corp. (NYSE:<a class="ticker" href="/stock/IBM#NYSE">IBM</a>)'s PC business in 2005. HP fared particularly well in the U.S., where it outperformed the regional market. 
Lenovo has remained the leader since 2013, with HP trailing behind it.
<img src="/files/u101977/untitled_2.png" width="777" height="550" alt="untitled_2.png" />
 Source: Statista 
Dell Inc. has been become both Lenovo and HP. Meanwhile, Asus and Acer Inc (OTC:<a class="ticker" href="/stock/ACEYY#OTC">ACEYY</a>) has been running neck-on-neck, closely following Dell.
Apple Inc. (NASDAQ:<a class="ticker" href="/stock/AAPL#NASDAQ">AAPL</a>), despite its visually appealing Mac PCs, was clubbed under the "others" category until 2013. Apple shipped 19.6 million units of Mac in 2014, with shipments rising to 20.83 million units in 2015. However, shipments fell to 18.61 million units in 2016.
The PC market cannot be obliterated completely, as commercial customers still rely on them. That said, consumer PC sales are definitely on the wane. It remains to be seen how the industry stands up to multiple challenges before it.
 Related Links:
<a href="https://www.benzinga.com/analyst-ratings/analyst-color/17/07/9762878/strong-pc-data-for-june-is-good-for-micron-investors"> Strong PC Data For June Is Good For Micron Investors </a> 
<a href="https://www.benzinga.com/news/17/03/9132146/logitech-is-ready-to-show-it-is-bigger-than-just-computer-mouses"> Logitech Is Ready To Show It Is Bigger Than Just Computer Mouses </a>

Gazing into the future of operating system, or OS, Loup Ventures said a combination of Apple Inc. (NASDAQ:<a class="ticker" href="/stock/AAPL#NASDAQ">AAPL</a>) and Microsoft Corporation (NASDAQ:<a class="ticker" href="/stock/MSFT#NASDAQ">MSFT</a>) is likely to win the Augmented Reality, or AR OS race. The firm noted that <a href="https://www.benzinga.com/analyst-ratings/analyst-color/17/02/9033181/goldman-sachs-sees-increassed-likelihood-the-iphone-8-wil"> Apple </a> and Alphabet Inc (NASDAQ:<a class="ticker" href="/stock/GOOG#NASDAQ">GOOG</a>) (NASDAQ:<a class="ticker" href="/stock/GOOGL#NASDAQ">GOOGL</a>), the prior OS winners won the mobile layer.
<h3>Opportunities For New Players</h3>
Gene Munster, managing partner at the firm, attributed this to the well-defined shifts and the existing players carefully positioning themselves to be sure they have a seat at the table. Munster feels the future won't be owned by the incumbents, as there is a move away from purely digital technologies into ones that combine the sciences, namely biology, chemistry, psychology. This, the analyst, sees would provide opportunities for the emergence of new players.
<h3> New Computer Paradigms Keep Emerging </h3>
Loup Ventures noted that once in every 25 years a new computing paradigm keeps emerging, creating an opportunity to own a new OS layer &mdash; like the PC in the late '80s powered by Windows, Mac and Linux, the internet in the late '90s powered by <a href="https://www.bloomberg.com/news/articles/2017-01-04/google-moves-into-augmented-reality-shopping-with-bmw-gap"> Google </a> and Amazon.com, Inc. (NASDAQ:<a class="ticker" href="/stock/AMZN#NASDAQ">AMZN</a>), mobile in the mid-2000s, owned by iOS and Android.
<h3>Sharing Knowledge On AR OS Layer</h3>
Although Munster believes most AR functionality will happen through the existing mobile OSes, he thinks in order to drive a true paradigm shift, AR wearables will need their own OS. The analyst is of the view that there are likely to be two or three winners on that count, which would render reach and scale difficult to achieve. There is likely to be one closed OS solution and one that is open, Munster added.
The leeway open systems allow for third-party developers to innovate on hardware and software features would make hardware commoditized. Munster sees definite challenges around miniaturization and battery. The analyst expects AR to be a culmination of several core disciplines such as UX design, maps, data, social, developers, content and payments.
On these core disciplines, Munster noted that Google scored the highest followed by Apple, Microsoft, Facebook Inc (NASDAQ:<a class="ticker" href="/stock/FB#NASDAQ">FB</a>), Amazon and Snap Inc (NYSE:<a class="ticker" href="/stock/SNAP#NYSE">SNAP</a>). Also taking the R&D spending of these companies as proxies for their determination to make it big, Munster noted that Apple is spending the most followed by Google and Facebook.
<h3> AR OS Players And Their Status </h3>
<ul><li>Google: Discontinued Google Glass; Tango already has takers in the form of Lenovo Group Limited (ADR) (OTC:<a class="ticker" href="/stock/LNVGY#OTC">LNVGY</a>)'s Phab 2 Pro and ACER INC GDR(REP 5 ORD TWD10)REG'S (OTC:<a class="ticker" href="/stock/ACEYY#OTC">ACEYY</a>)'s Tango-ready phone. Google's AR OS is likely to be the winner for the open system, developing from a combination of Tango and Android, augmented by the company's machine learning efforts.</li>
<li>Apple: If the next iPhone integrated a dedicated 3D mapping chip, it could be the first AR hardware to gain mass adoption, enabling developers to create unique AR experiences on the iPhone. Additionally, Loup Ventures expects <a href="https://www.benzinga.com/analyst-ratings/analyst-color/17/02/9033267/munster-apple-is-taking-baby-steps-into-augmented-realit"> Apple </a> to show off the capabilities of the chip with help from Prime Sense and Metaio, its most recent AR software acquisitions.</li>
<li>Microsoft: Munster feels the company may be the furthest along in AR today, with the Hololens and its Windows Holographic OS. Given that the company had missed the bus in mobile OS despite being an early entrant, the company might be determined not to miss on AR. However, the company would be constrained by its inability to match up to Google in most of the core competences to win in AR, although it still holds an edge in productivity.</li>
<li>Facebook: Loup Ventures believes Facebook is experimenting with both AR and Virtual Reality, or VR, with the focus more on VR than AR. This is understandable, given Mark Zuckerberg's view that VR is five to 10 years ahead of AR. The company's relative weakness in maps and informational data and strength in social and content make it a potential winner in the VR OS layer.</li>
<li>Amazon: Amazon's foray into AR is not through wearables, but Alexa, an open OS. Munster sees Alexa-powered devices to eventually include cameras that will enable computer vision. The analyst feels the company might want to stamp its authority as a force in the OS layer for commerce.</li>
<li>Snap: Munster believes for Snap, communication is a key use for AR, with its camera and Spectacles. However, the analyst doesn't think Snap can win the AR race, as it can't offer incremental features beyond social to developers.</li></ul>
Related Links:
<li><a href="https://www.benzinga.com/news/17/02/9042578/is-ar-all-its-cracked-up-to-be"> Is AR All It's Cracked Up To Be?</a></li>
<li><a href="https://www.benzinga.com/general/education/16/12/8793146/the-biggest-players-in-augmented-reality"> The Biggest Players In Augmented Reality </a> </li>

http://www.digitimes.com/news/a20151022PD206.html

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