The following trends are the most viable investment opportunities within the
AR/VR sector.
• Trend 1 >> Healthcare
AR/VR revenue for the healthcare sector is estimated to hit $1.2 billion in
2020 and $5.1 billion in 2025.
17
With healthcare, AR/VR technology can be used
(i) as a tool to aid doctors in medical procedures and day-to-day tasks, (ii) for
physical therapy and to treat phobias like fear of heights, and (iii) to increase
access to doctors through virtual visits. In the US, there are approximately 1.5
million medical professionals which could serve as the addressable user base of
VR/AR, with 740,000 specialty physicians, 500,000 primary care physicians and
240,000 EMTs.
18
• Trend 2 >> Real Estate
AR/VR revenue for the real estate sector is estimated to reach $750 million
in 2020 and $2.6 billion in 2025. Numerous real estate companies, such as
Sotheby's, are already experimenting with AR/VR technology to show homes
to prospective buyers. The value proposition of a AR/VR home listing ad can
significantly outweigh that of an online ad. Additional AR/VR technologies, such
as those created by Taiwanese startup, iStaging, enable prospective buyers
to "virtually" decorate a home using nothing more than a mobile phone with
VR capabilities. With 1.4 million registered real estate agents globally, AR/VR
technology will continue to emerge in this highly competitive sector as agents
continue to go after commissions in these real estate transactions.
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"Healthcare Augmented and Virtual Reality Market Worth $5.1 Billion By 2025: Grand View Research, Inc."
PR Newswire, 19 June 2017,
-
reality-market-worth-51-billion-by-2025-grand-view-research-inc-629349303.html.
18
"Profiles in Innovation: Virtual & Augmented Reality – Understanding the race for the next computing
platform." The Goldman Sachs Group, Inc., 13 Jan. 2016
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Taiwan Economic Forum
Volume 15, Number 4
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