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Microsoft’s offering, with inside-out tracking (inherited from HoloLens), is a game changer at a $299 price point.
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Sony’s PlayStation VR launch and Microsoft’s upcoming Windows 10 VR headsets are the boosters VR needs, with consumer price points and performance that work for an “Enthusiast” (less than $400) market. Mobile VR is still going to be big, but it might take a little longer to get there. A smaller installed base than expected in 2016 reduces the network effects that platforms need to scale, which could slow things by 6-12 months. However, Samsung’s troubles last year meant that mobile VR didn’t get off to the flying start it could have. Mobile VR will still produce the dominant “Explorer” (free-$100) installed base for VR, with Google Daydream View moving things on from Cardboard days. This was counterbalanced by Pokémon GO’s outperformance helping AR to an unexpected $1.2 billion revenue, for a total $3.9 billion VR/AR market in 2016 (we were 11 percent optimistic).īut the last 12 months have fundamentally reshaped how the market could grow going forward. Where at the start of the year we thought 2016 could deliver $4.4 billion VR/AR revenue ($3.8 billion VR, $0.6 billion AR), the launch year’s issues resulted in only $2.7 billion VR revenue. The absolute performance of VR/AR in 2016 was not as important as how it changed the trajectory of the market. What helped even more was Snap’s genius launch of Spectacles, which made wearing goofy future glasses cool again (no more Glassholes), even though it isn’t really AR. It launched its Daydream View mobile VR headset/controller and the first Tango mobile AR phone. While this came from a very specific set of circumstances, there have been direct knock-on effects for major tech companies’ mobile AR strategies.Īs well as Sony’s solid launch of PlayStation VR, the quiet achiever last year was Google.
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Pokémon GO delivered $600 million in mobile AR revenue in its first three months alone, making more money through the year than the entire VR games software market in 2016. Thankfully Nintendo/The Pokémon Company/Niantic had a breakout success that even they didn’t anticipate. Magic Leap also received a boatload of speculation about the tech it used to raise $1.4 billion. Samsung’s Galaxy Note 7 saw part of its mobile VR ambitions literally go up in smoke, as the new Gear VR was designed to be compatible with that flagship device.
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non-PC full system costs hit $798 - the same as HTC Vive). Oculus launched without Touch controllers, which eventually cost $199 instead of being bundled (i.e. Facebook ( Oculus Rift) and HTC ( Vive) had growing pains at launch, whether slower than expected shipping or order cancellations. Game Freak's Junichi Masuda, The Pokémon Company's Tsunekazu Ishihara, Niantic's John Hanke, and Nintendo's Shigeru Miyamoto.Ĭorrection: a previous version of this story stated that "Nintendo and The Pokémon Company are making a joint investment in the now independent company," but we are now told that information was communicated to us in error.Let’s start with the less than happy times. The actual game itself wasn't shown off too much during today's press conference in Tokyo, but you can watch the over-the-top announcement trailer below to get an idea of what The Pokémon Company, Niantic, and Nintendo are going for.
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A price for the Pokémon Go Plus watch hasn't been set. The game will be free to play, with various in-app purchases available.
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Pokémon Go will be available in 2016 for iOS and Android - 20 years after the original Pokémon games.
Tsunekazu Ishihara, the CEO of The Pokémon Company, said in a press conference today that he'd been working on Pokémon Go with late Nintendo CEO Satoru Iwata for around two years. The Pokéball-shaped device will vibrate and light up when you get near to a Pokémon in the real world. Nintendo is developing a companion smartwatch device called Pokémon Go Plus, designed to help you take part in the game's world without having to stare at your phone all day.
Niantic broke away from Google after the Alphabet reorganization. Pokémon Go looks to follow in the footsteps of Ingress, letting players find virtual Pokémon and do battle in the real world, powered by GPS. The Pokémon Company has announced a new mobile game called Pokémon Go, produced in collaboration with Nintendo and Niantic, the former Google subsidiary behind the Ingress augmented reality game.