Did Apple Just Corner the Smartphone Market in Augmented Reality?
With its upcoming release of the iPhone 8 and premium iPhone X, and the previous release of its ARKit for developers, Apple is setting the stage for the future of AR apps. The iPhone screen, 3D sensors, and dual cameras together form the foundation for a wide array of AR capability to come. Rosenblatt Securities analyst Jun Zhang issued a report suggesting that exclusive deals with suppliers and patents for Apple's recently revealed technology may prevent competitors from copying its AR capabilities. Morgan Stanley analyst Katy Huberty released a 49-page research note to clients, indicating that the combination of 3D sensing capability of the iPhones and the ARKit released to developers in June, will spark a widespread adoption of AR on Apple's iOS operating system.