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Augmented reality (AR) has long been hailed as a groundbreaking technology with the potential to revolutionize various industries. However, recent developments in the field of artificial intelligence (AI) have caused a shift in the perception and purpose of AR glasses. The emergence of generative AI (genAI) has played a significant role in redefining the concept of AR and redirecting its focus towards AI-driven applications.
One of the factors contributing to the fading prominence of AR as a driving concept in technology is the influence of tech giant Apple. The company issued an edict to Apple Vision Pro developers, instructing them to refer to their apps as spatial computing apps rather than using terms like AR, virtual reality (VR), extended reality (XR), or mixed reality (MR). While Apple’s directive may have played a role, the true catalyst behind the transformation of AR lies in the advancements in generative AI.
For over a decade, tech giants have been working on the development of “smart glasses” with the aim of bringing AR to the masses. These products are now finally hitting the market, with AI as their killer app. AI glasses, defined as glasses primarily designed to facilitate fast and easy access to AI, have become the driving force behind the evolution of AR glasses.
Companies like Oppo, a Chinese smartphone and gadget maker, are positioning themselves as leaders in the AI glasses market. Oppo introduced its Oppo Air Glass 3 at the Mobile World Congress, showcasing its own genAI technology called AndesGPT. These glasses boast multimodal capability, with an integrated camera that can capture images and process them through AndesGPT for identification and analysis. Weighing only 50 grams, the Oppo glasses offer a lightweight and visually appealing design.
Google, too, has plans to enter the AI glasses market. After discontinuing its Google Glasses Enterprise Edition, the company has shifted its focus towards developing smart glasses that resemble ordinary eyewear. With a vast portfolio of patents in this space, Google aims to address issues such as heat generation caused by graphics, AI, and other processing components in close proximity to the user’s head. Additionally, Google intends to create a user interface for its LLM-based information tools through AI glasses.
Microsoft, leveraging its control over OpenAI, is also filing patents for “smart glasses” that are likely to provide access to ChatGPT. The company is actively working on resolving challenges faced by AI glasses users, including battery life. One patent describes the use of hot-swappable mini batteries and the ability to connect to external battery packs for extended usage.
Amazon, an early player in the smart glasses space with its Echo Frames, is facing tough competition from Ray-Ban Meta glasses. The latter, a collaboration between Italian glasses giant Luxottica and Facebook, offers superior features and a comparable price point. However, Amazon is expected to release its own AI glasses in the near future, equipped with a generative AI chatbot and a camera for multimodal capability.
As the race to bring AI glasses to the market intensifies, major tech companies are aware of the potential threat posed by smaller players entering the game. The development of AI glasses follows a similar trajectory to that of smartphones, with the background development of various components paving the way for new entrants. This trend is set to continue with AI glasses, enabling even small companies to access the necessary parts and reference designs to create compelling hardware interfaces for their genAI chatbots.
The rise of AI glasses marks a significant shift in the perception of AR. The term “AR glasses” now encompasses a wide range of devices, including spatial computing devices like Apple Vision Pro and heads-up displays like Google Glass. However, the majority of AR glasses in the market will likely fall under the category of AI glasses, offering audio output or a combination of audio and visual data. With their affordability and the promise of instant access to genAI, even the most basic audio-only AI glasses are expected to attract a massive consumer base.
Looking ahead, the AI glasses revolution is poised to have a profound impact, with the number of users potentially reaching hundreds of millions within the next few years. Industry experts predict that the public is on the verge of witnessing the minimum viable product in this space, and the evolution of glasses into smart glasses could result in an annual demand of 1.2 billion units. The AI glasses revolution, driven by the power of AI applications, is a technology revolution of the decade that deserves more attention and recognition.
The rise of generative AI (genAI) has had a profound effect on the evolution of augmented reality (AR) and the development of AI glasses. This transformative technology has reshaped the purpose and functionality of AR glasses, leading to a shift in the market and the emergence of AI glasses as the new frontier.
One of the key effects of genAI on AR is the redefinition of the concept itself. AR, once hailed as a groundbreaking technology, is now being overshadowed by the advancements in genAI. The focus has shifted from the mere overlay of digital information onto the real world to the integration of AI-driven applications and functionalities within the glasses.
The effect of genAI on the market is evident in the efforts of major tech companies. Oppo, a prominent smartphone and gadget maker, showcased its Oppo Air Glass 3 at the Mobile World Congress, featuring its own genAI technology called AndesGPT. These glasses excel in offering a visual interface in a compact and lightweight design, weighing only 50 grams. The integration of genAI capabilities allows for fast and accurate identification and processing of images, enhancing the overall user experience.
Google, after discontinuing its Google Glasses Enterprise Edition, has shifted its focus to developing smart glasses that resemble ordinary eyewear. The company’s extensive portfolio of patents in this space demonstrates its commitment to the AI glasses market. Google aims to address challenges such as heat generation and user interface, ensuring seamless integration of AI-powered tools and services.
Microsoft, leveraging its control over OpenAI, is also actively filing patents for smart glasses. With a focus on access to ChatGPT and battery life optimization, Microsoft aims to provide users with a comprehensive AI glasses experience. The ability to connect to external battery packs and the integration of hot-swappable mini batteries demonstrate Microsoft’s commitment to addressing the practical concerns of AI glasses users.
Amazon, an early player in the smart glasses market with its Echo Frames, is facing tough competition from Ray-Ban Meta glasses. The collaboration between Luxottica and Facebook has resulted in audio output AI glasses that have gained significant traction. However, Amazon is expected to release its own AI glasses in the near future, equipped with a generative AI chatbot and multimodal capability. This effect is likely to intensify competition and drive further innovation in the market.
The effect of genAI on the market is not limited to major tech companies. The development of reference designs and the availability of components have opened doors for smaller companies to enter the AI glasses market. This effect is expected to lead to a wave of AI glasses startups, leveraging the recent investments in genAI and offering unique hardware interfaces for their genAI chatbots.
Looking ahead, the effect of genAI on the evolution of AR and the rise of AI glasses is poised to revolutionize the technology landscape. The affordability and accessibility of AI glasses, coupled with the promise of instant access to genAI applications, are expected to attract a massive consumer base. Industry experts predict that within the next few years, the number of AI glasses users could reach hundreds of millions, marking a significant shift in how we interact with and perceive augmented reality.
The effect of genAI on AR glasses is not just a technological advancement; it represents a paradigm shift in how we harness the power of AI in our daily lives. As AI glasses become more prevalent, the applications and use cases of genAI are set to expand, further blurring the boundaries between the physical and digital worlds. The impact of genAI on AR is undeniable, and its effects will continue to shape the future of technology.
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