Oct.15, 2015

Jason TsaiIndustry Analyst

jason_tsai@topology.com.tw

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AR

VR

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….

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AR

VR

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( ) 2013 2014 2015(E) 2016(F) 2017(F)

3 6 20 30 50

8 15 33 45 65

6 6 8 27 35

10 7 9 11 13

26 34 70 112 164

Source Topology 2015

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Source Topology 2015

Apple Watch

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Fitbit,

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AR

VR

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AR VR

VR

AR

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Google Glass Hololens

,

2016

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Hololens

Minecraft

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Hololens

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AR

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Nintendo Pokémon GO

Source Nintendo 2015

Nintendo Niantic .2016 iOS

Android .

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AR

VR

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VRVR VR

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300

VR ?

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VR

?

?

?

?

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Buy

Use

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Oculus Rift (DK2) PlayStation VR HTC vive

Display OLED OLED NA

Panel Size 5.7" 5.7" NA

Resolution 2160×1200 1920×1080 1200×1800/per eye

Refresh rate 90Hz 120/90Hz 90Hz

Field of View 100 degrees 100 degrees NA

Sensors Accelerometer, gyroscope,magnetometer Accelerometer, gyroscope NA

Support Devices PC Console Console PC

Availability 2016 2016 2015Q4

Advantage SDK Steam

Disadvantage

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VR ..

VR .

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VR

Oculus PCNVIDIA GTX 970 / AMD 290Intel i5-45908GB+ RAM 2014Q2, $202

2014 Sep, $350

2013 Sep, $250

PCVR Source Nvidia 2015

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VR

VR .• .• .••

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2016~2018 VR

0

5

10

15

20

25

2016(F) 2017(F) 2018(F)

2016(F) 2017(F) 2018(F)VR Device 14 18 22

)

Source Topology 2015

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AR

VR

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VR

, .

.

= .

, .

.

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Trend 1: .

Trend 2: AR.

Trend 3: 2016 VR 1,400 ..

Trend 4: VR.

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Thank You