Published: 02 January 2024
Summary
Emerging tech enables differentiation in mature personal devices and opens up adjacent opportunities for vendors in wearables and the smart home. Product leaders must incorporate relevant personal technologies to enhance the user experience and develop new use cases.
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Overview
Key Findings
AI-enabled technologies, and specifically on-device (on-chip) generative AI (GenAI), are proliferating across component and product categories, adding new capabilities and improving the user experience.
The technologies with the biggest opportunity for differentiation and disruption of existing markets and vendors are typically standards-driven with backing from key leading vendors. Examples include Matter for the smart home and OpenXR for augmented and virtual reality.
Adoption of emerging technologies in mature applications, including smartphones and PCs, creates economies of scale that catalyze adoption of those technologies in a wider set of emerging personal devices and new use cases. Examples include satellite
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Analysts:
Jon Erensen,
Annette Zimmermann,
Bill Ray,
Anshul Gupta,
Kanishka Chauhan,
Stacey Yin,
Roberta Cozza,
Roger Sheng,
Tuong Nguyen,
Nick Jones,
Tim Zimmerman