CBInsights-元宇宙中的大科技公司报告：Meta、高通和微软如何构建元宇宙 The Big Tech in Metaverse Report -How Meta,Qualcomm,and Microsoft are building the metaverse 2022

TheBigTechin

MetaverseReport

HowMeta,Qualcomm,andMicrosoftarebuildingthemetaverse

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Bigtech|Metaverse

OurMostPopularResearchon

Metaverse

Themetaversecouldbe

tech’snexttrillion-dollar

opportunity:Thesearethe

companiesmakingitareality

Metaverseofmadness:13big

industriestheriseofvirtual

worldscoulddisrupt

These95+AR/VRcompanies

hintatwhatthemetaverse

hasinstore

AnalyzingMeta’sGrowth

Strategy:HowTheTechGiant

FormerlyKnownAsFacebook

IsBuildingTheMetaverse

AnalyzingQualcomm’s

growthstrategy:Howthe

semiconductorgiantis

buildingforthemetaverse

andnext-gendigital

technologies

5

Bigtech|Metaverse

Contents

Wherebigtechismakingmoves7

Meta13

Qualcomm29

Microsoft45

Bigtech|Metaverse

Summaryoffindings

Overviewofbigtech’sactivitiesinthemetaverse

Bigtechcompaniesarelargelyenteringthemetaversebyexpandingoncoreproductsandbusinessunitsinsteadofbuildingentirelynewones.

•SemiconductorcompanyQualcommisdevelopingchipsfortopAR/VRhardwaredevelopers.

•MetaisusingitssocialmediaplatformstoexperimentwithARadvertising.

•MicrosoftisstockpilinggamingcontentforexclusivereleaseonitsXboxconsole.

Gamingisakeyfocusasbigtechplayersexpandvirtualcontenttoattractconsumerstometaverseplatforms.

•Metahasacquired8*gamingstartupssince2018.

•In2022,MSFTannounceditwouldbuygamingincumbentActivisionBlizzardfor$68.7B.

What’snext?

•Gamingwillbecomeincreasinglycompetitive,withtechgiantslikeMetaandMicrosoftenteringthefray.

Themetaversewilllargelybeconsumer-facing,andvirtualentertainmentlikegamingwillbekeyinattractinguserstotechgiants’platforms.

•Bigtechcompanieswillexpandtoownmoreofthemetaversevaluechain.MetaisattemptingtobuilditsownchipsforAR/VRheadsets,whileQualcommisexpandingbeyondhardwaretoprovideAR/VRsoftwaredevelopmenttools.

•Bigtechcompanieswillfacemoreregulatorypressureduetoconcernsregardingantitrustlaws,cybersecurity,anddataprivacy.EarlysignsincludeFTCbacklashtoMeta’sVRacquisitionsandMicrosoftbuyinganAI-poweredcontentmonitoringplatform.

*FTCissuingtoblockMeta’sacquisitionofWithin

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Wherebigtechismakingmoves

7

8

Bigtech|Metaverse

Howbigtechisenteringthemetaverse

Metahastwodistinctadvantagesinthemetaverse:itssocialmediaplatformsanditsdominanceintheVRspace.Insocialmedia,thetechgiantisintegratingsmartphone-basedARexperiences,suchasvirtualtry-onorbrandedARfilters,withInstagramandFacebook.InVR,Metaisrelentlesslyacquiringanddevelopingnewimmersiveexperiences,includinggames,virtualworlds,andfitness,toattractandretainconsumersinitsVRecosystem.

Qualcommisusingitshardwareexpertisetotargetthemetaverseinfrastructure—i.e.,technologyforfaster,morereliableinternetanddevices.Thecompanyisheavilyinvestingin5Ginfrastructures,whichwillimprovetheavailabilityandqualityofimmersiveexperienceslikeAR/VR.Further,mostpopularAR/VRheadsetsrunsonQualcomm’schips.Asaresult,thetechgiantisalsocreatingAR/VRdevelopertoolsforautomaticobjectrecognition,motiondetection,3Dmapping,andmore.

Microsoft’sprimarymetaversefocusisgaming.Thetechgiantisaggressivelyacquiringstartupsandincumbentsaggressivelytobuilditsinternalgamingstudio,whichwilldevelopcontentexclusivelyforXbox.Microsoftisalsoinvestingresourcesintoolstobuildandmaintaingames,fromdeveloperplatformstocontentmoderationsoftware.Outsideofgaming,Microsoftisinvesting,partnering,andbuildingwithinthedigitaltwinsspace.

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Bigtech|Metaverse|Marketdrivers

What’sdrivingbigtechactivityinthemetaverse?

Explosioninglobal

gamers

Thereareover3Bgamersglobally.Thispresentsamassiveopportunityforbigtechcompaniestodevelopnewgames,gaminginfrastructures,andin-gamerevenuestreams.

Thenextgenerationof

internetdevices

Smartphonespoweredthetransitionfromdesktop-basedinternettomobileinternet.SomebigtechcompaniesarebettingmetaversedeviceslikeAR/VRheadsetswilligniteasimilartransition—andbigtechwillhavetoadapt.

Theinternet’sgrowingroleinday-to-daylife

Fromremoteworktoonlineentertainment,humansarespendingmoretimeondevicesandonlinethaneverbefore.Atitsbest,themetaversewillbeamorenaturalandimmersivewaytoengagewithvirtualexperiences.

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Bigtech|Metaverse|Marketdrivers

Globalgamerssteadilyclimbpast3B

Thegrowingnumberofgamers

worldwideindicatesconsumersare

morecomfortablewithvirtual

entertainmentthanever.

Thisisamajorboonforthemetaverse,

whichwillborrowheavilyfromgames

toprovidevirtualentertainment,virtual

items,andclose-knitonlineOnechartand

communities.descriptionper

Asaresult,bigtechplayersarebuildingandacquiringgamingproductstoaccessthesteadilygrowinggamingmarketanddeveloptheirmetaversestrategies.

marketdriver

Source:GSStatcounter

Bigtech|Metaverse|Marketdrivers

Battleforthenextgenerationofinternetdevices

Thetransitiontothemobileinternet

wasbothamomentofopportunityand

disruptioninthetechworld.

Onechartanddescriptionpermarketdriver

In2006,PC-basedMicrosoft’smarket

capwas4xlargerthanApple’s.In

2007,ApplereleasedtheiPhone,andit

nowboaststhelargestmarketcapin

theworld.

TechgiantsviewAR/VRdevicesina

similarlight.Toensuretheydon’tmiss

outonthenextgenerationofinternet

devices,Qualcomm,Meta,Microsoft,

Apple,andothersareinvestingheavily

inAR/VRdevices.

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Bigtech|Metaverse|Marketdrivers

Consumersspend

nearly7hoursadayonline

Astheroleoftheinternetgrowsinour

day-to-daylives,sodoestheneedfor

excellentinternetinfrastructure.

Onechartanddescriptionpermarketdriver

Bigtechplayersaredevelopingcloud,

edge,and5Gsolutionstosupporta

seamlessinternetexperience.Thiswill

usherinthelow-latency,high-compute

infrastructurenecessarytopowerthe

metaverse.

Theinternet’sgrowingroleinourday-

to-daylivesalsomeansmore

metaverseopportunities,fromvirtual

entertainmenttoremoteworktoonline

healthvisits.

Source:GWI&Hootsuite

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Meta

13

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Bigtech|Metaverse|Meta

WhereMetaisfocusing

Gaming

Metaisaggressivelyacquiring

gamingstartupstobuildout

itsmetaversecontent.

Ad&marketing

Metaisattractingbrandsto

itsmetaverseplatformsby

partneringwithARadvertising

startupsandbuilding

customizableimmersive

experiences.

Hardware

Metaturnstopartnerships

andacquisitionsforAR/VR

hardwareasitsinternal

hardwareR&Dteamsstruggle

withchallengessuchaschip

manufacturingandBCIs.

Bigtech|Metaverse|Meta

Meta’smetaversestrategymap

2018–2022(asof9/15/2022)

AcquisitionInvestmentPartnership

Gaming

DownpourInter

activeBigBox

PlayGiga

ReadyatDawn

SanzaruBeatG

ames

Ubisoft

Inw

orldAIWithin

*Unit2Gaming

Immersivead,

marketing,and

retail

PerfectCorp

Balenciaga

DressX

ModiFace

Vntana

CGTr

ader

Presize

ThomBrowne

Prada

Hardware

Qualcomm

Nvidia

AMDInomize

Sonics

L

emnisTechnologies

CTRLLabs

Lofelt

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Note:SelectedcategoriesnotanexhaustivelistofMeta’smetaversestrategy&activity

*Asteriskdenotesapendingacquisition

Theme1:Gaming

Metabuildsagamingempire

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Sanzaru

Bigtech|Metaverse|Meta

MetaacquiresfourVR-gamingstudios

BigBoxVR

Acquired:6/11/2021BigBoxVRisagamestudiomostlyfocusedonbattleroyalegamesforvirtualreality,including

Population:One,whichhasbeendescribedas“theFortNiteofVR.”

DownpourInteractive

Acquired:4/30/2021

DownpourInteractiveisaVRgamingstudio.Itsfeaturegame,Onward,isaCallofDuty-inspiredfirst-personshooter(FPS)game.

ReadyatDawn

Acquired:6/22/2020

ReadyAtDawnStudiosistheVRstartupresponsiblefortheEchoseries,inwhichplayerscansolvepuzzlesandbattlerobotsinsimulatedzero-gravityenvironments.

Acquired:2/25/2020

MetaacquiredSanzarushortlyaftertheVRstudioreleaseditsaward-winningfantasyadventuregame,Asgard’sWrath.

Bigtech|Metaverse|Meta

Cloudgamingacquisitionpowersnewproduct

MetaacquirescloudgamingstartupPlayGiga

Amount:$78M

12/18/2019

PlayGigadevelopedacloud-basedplatformtohostgamesfortelecoms,mediacompanies,andinternetserviceproviders(B2B2C).TheacquisitionoccurredamonthafterMicrosoft

released

itscloudgamingplatform,XboxCloudGaming,andGoogle

released

itscloudgamingplatform,Stadia.

Acquired:

About:

Metalaunchescloudgamingplatform

10/26/2020

LessthanayearafterPlayGiga’sacquisition,MetaannouncedCloudGames.Meta’scloudgamingplatformiscurrentlyavailableviawebbrowser,Android,andiOS.Thetechgiantis

reportedly

testingtoseeifitcanhostVR-poweredcloudgames.InJuly2021,thetechgiant

claimed

over1.5Museditscloudgamingplatform.

Productrelease:

About:

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Img:BeatSaber,Within

Bigtech|Metaverse|Meta

MetabuystwogamifiedVRfitnessstartups

MetaacquiresBeatGames,creatorofBeatSaber

(11/16/2019)

BeatSaberwasMeta’sfirstdisclosedpure-playVRacquisitionsinceitpurchasedOculusin2014.BeatSaber,aVRgamewhereplayersslashatblockstotherhythmofselectedsongs,hassoldover4Mcopies,generatedabout$180Minrevenueinunder3years,andwasthemostdownloadedgameonPlayStationVRin2021.

Acquired:

About:

Metaacquires*Within,thestudiobehindSupernatural

(10/29/2021)

Supernaturaltransportsplayersintoimmersiveworldswheretheycansquattoduckthroughfloatingringsandslashatoncomingprojectiles.FriendscancompeteagainsteachotherfortopspotsonleaderboardsortakeworkoutclassesledbySupernatural’sworkoutcoachesorcelebrityguests.AsofAugust2022,theFTCissuingto

blocktheacquisitionduetoantitrustconcerns.

Acquired*:

About:

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*Meta’sacquisitionofWithin(Supernatural)isonpauseduetoSECpressure.

Theme2:Advertising

inthe

Metaexploresmarketing

metaverse

20

21

Latestround:

About:

Amount:

Acquired

N/A

InApril2022,MetaacquiredPreSize,whichmakesawhite-labelbody-scantoolthatmeasurescustomers’bodiestohelpthembuyclothesthatfit.

Bigtech|Metaverse|Meta

Metaenhancestry-ontechforARadvertising

PerfectCegrateswithFacebookforARbeautytry-ons

September3,2021|

Facebook,Modifaceofferbreakthrough

beautytech

December3,2021

|

Bigtech|Metaverse|Meta

Metaintegrateswithimmersiveadstartups

VNTANA

Partnered:

About:

4/26/2022

VNTANA’stechnologyoptimizesexisting3Ddesignsandscanstomeetweb,media,andgame-enginestandards.Throughthispartnership,brandsinterestedinuploading3DorARcontentcanuseVNTANAtoconvert3DfilestoFacebookorInstagramstandardsinsteadoftakingdaystomeetMeta’sdesignrequirements.

CGTrader

4/11/2022

CGTraderisa3Dmodelmarketplaceanddesignstudiowhereuserscanquicklyaccesspre-made3Dcontentorusetoolstodeveloptheirown.Throughthestartup’spartnershipwithMeta,CGTraderuserscanautomaticallyconvert3DmodelsintocontentthatmeetsMetaplatforms’standardsforAR-basedadvertising.

Partnered:

About:

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23

Bigtech|Metaverse|Meta

BrandstapHorizonWorldsforcustomexperiences

HorizonWorldsisMeta’sVR-basedvirtual

world,whereuserscancometogethertoplay

games,buildnewlandscapes,andevenattend

VRcomedyshows.

Brandsarebuildingcustomexperiencesin

HorizonWorldstoengagewithconsumersin

newfunandimmersiveways.

InJune2022,BMW-ownedMINIdevelopedits

MINIVerse,aGo-Kartstyleracinggame.

Similarly,instrumentmanufacturerFenderuses

HorizonWorldstohostitsStratoverse,aguitar-

shapedislandwhereuserscantakeonanair

guitarchallengeorcompeteinguitartrivia.

Theme3:Hardware

Metafindsstrategicpartnersand

acquisitionsforitsAR/VRhardware

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AMDcollaborateswithMetatohelpmakethemetaverseareality

May12,2022|

MetaselectsQualcommchipsforRay-

Bansmartglasses

April11,2022|

Bigtech|Metaverse|Meta

Metapartnerswithchipmakerstopowerits

metaverse…

MetahasagiantnewAIsupercomputertoshapethemetaverse(Nvidiapartnership)

January24,2021|

MetacollaborateswithIsrael’sInomizetodevelopmetaversechips

October1,2021|

Bigtech|Metaverse|Meta

…asitfaceschallengeswithin-housechips

MetaacquireschipcompanySonics

Acquired:

About:

3/13/2019

MetaacquiredchipcompanySonicsabout6monthsafterthetechgiantrevealeditwasbuildinganinternalchipteam.Whenaskedabouttheacquisition,aMetaspokespersonsaid,“We’rerapidlydevelopingnewVRandARproductsanddeepeningourtechnologyexpertiseinsiliconisanimportantstepforour10-yearroadmap.”

Meta’ssiliconteamfacessetbacks

Projectpaused:4/11/2022

About:

DespiteitsacquisitionandinternalR&Defforts,Metahasreportedlyputitschipproject,Brasilia,onpauseasitsslowprogresswouldhinderthedevelopmentofMetaXRdevices.WhilethetechgianthasturnedtoQualcommforAR/VRchips,Metawilllikelycontinuetopursuechip

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developmentasitlookstoownmoreofitsXRsupplychainandcutmanufacturingcosts.

Bigtech|Metaverse|Meta

Metabuysbrain-computingstartupfor$1B

MetaisalsodevelopinghardwaretochangethewaypeopleinteractwithAR/VRand,byextension,themetaverse.

InMarch2019,Metapublishedresearchonhowahead-mountedbraincomputerinterface(BCI)couldenablepeopletointeractwithcomputersthroughtheirthoughts.ItthenacquiredCTRL-Labs,astartupusingawristbandtotranslatemuscularandelectricalsignalsfromthebrainintocomputerinstructions,for$1BinSeptember2019.

Metahassincediscontinueditsinternalhead-mountedBCIresearchtofocussolelyonCTRL-Labs’wristband.In2021,thetechgiantshowedoffhowanAI-poweredwristbandcaninterpretgesturesandmovementsascommandsinAR/VRenvironments.

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Bigtech|Metaverse|Meta|Keytakeaways&implications

Metaplanspointtokeytrendsfor2021

Gaming

Immersivemarketing

Metaversehardware

Takeaways

Implications

Meta’sgamingstrategyhaslargelydependedoninorganicacquisition—especiallywithinVR—asitsOculusplatformenablesaccesstoperformancemetricslikegamedownloads,retention,andmore.

Intheshort-term,MetamaypullbackonacquiringVR-basedentertainmentduetoFTCwoes.However,inthelonger-term,MetawillcontinuetoaggressivelyacquirecontentinordertobringconsumersintoitsVRecosystem.

MetaisleveragingexistingsocialmediaplatformslikeFacebookandInstagramtohelpbrandsprovideimmersiveadvertisingexperiences(e.g.ARtry-onor3Dproducts).

AsMetagrowsHorizonWorlds’usersandcapabilities,anticipatethetechgianttodevelopcustommarketingexperiencesforbrandstouseinvirtualworlds.

Meta’schallengesinitsinternalhardwareteamshaveforcedthetechgianttoseekoutstrategicpartnersandacquisitions.

Intheshortterm,Metawillcontinuetopartnerandacquiretoaddressimmediatehardwareneeds.Inthelongterm,thecompanywillcontinuetoattempttobringhardwarein-house,especiallyasthecostofsupplychaindisruption,chipshortages,andinflationreinforceitsdesiretoownmoreofitsvaluechain.

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Qualcomm

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30

Bigtech|Metaverse|Qualcomm

WhereQualcommisfocusing

Chips

Qualcommlookstobecome

thego-tochipproviderfor

AR/VRdevices.

XRdevplatforms

Qualcomm’sacquisitionsset

thefoundationforitsXR

developerplatform.

5G

Qualcomm’s5Gstrategywillhelpthetechgiantdeveloptheinfrastructurenecessarytohostthemetaverse.

Bigtech|Metaverse|Qualcomm

Qualcomm’sMetaverse

2018–2022(asof9/15/2022)

AcquisitionInvestmentPartnership

strategymap

Chips

HTCViveByt

edanceMeta

Microsoft

SamsungNuvia

QuantumMac

hines

QuantumMachines

GlobalFoundries

●

XRdev

platforms

Blippar

Wikitu

●

de

ClayAIR

AugmentedPixels

Telefónica

T-Mobile

ech

o3D

5G

Cellwize

NEC

Thales

RF36

ViettelRel

0EuropeGmbH

ianceMicrosof

HMDEric

sson

Celona

F

t

Gemalto

T-Mobile

reedomFi

Sag

S

eran

amsung

31

Note:SelectedcategoriesnotanexhaustivelistofQualcomm’smetaversestrategy&activity

Theme1:AR/VRchips

QualcommdominatestheAR/VR

chipsmarket

32

DuringQualcomm’sinvestordayinNovember2021,executivesclaimedtohavewon90%ofchipsetdesignsforXRdevices.

90%

Bigtech|Metaverse|Qualcomm

34

QualcommandMicrosofttolaunchcustomchipsforgen-xglasses

January4,2022|

HTCVIVEandQualcommTechnologiesworktogethertohelpaccelerateXRand5Gexperiences

June10,2020|

Bigtech|Metaverse|Qualcomm

Qualcommchipshavebeeninhighdemandfor

AR/VRapplications

TikTokparentByteDancepartnerswithQualcommonXRhardwareandsoftware

March4,2022|

MetaselectsQualcommchipsforRay-

Bansmartglasses

April11,2022|

Bigtech|Metaverse|Qualcomm

Qualcommacquiresasemiconductorunicorn

InJanuary2021,Qualcommagreedtoacquire

chipstartupNUVIAfor$1.4B.

Whilethetechgiantclaimedtheacquisition

wasmostlyawaytoremaincompetitivein5G,

QualcommalsoexplainedNUVIA’schipscould

beusedacrossitsbroadertechnologyportfolio,

includingXRapplications.

Qualcommhasalsoinvestedinsemiconductor

startupslikeQuantumMachinesandGlobal

Foundries.Whilethesecompaniesarenot

explicitlytargetingtheAR/VRmarket,

remainingonthecuttingedgeofsilicon

technologywillsolidifyQualcomm’splaceas

aninfrastructureplayerinthemetaverse.

Source:Qualcomm

35

Theme2:XRdevelopmentplatform

Qualcommusesinorganicgrowthto

buildanXRdevelopmentplatform

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Bigtech|Metaverse|Qualcomm

QualcomminvestsinXRdevelopmentplatforms

Blippar

LatestRound:

About:

Undisclosed(3/21/2021)Amount:$5M

Blippar’sARdevelopmentplatformincludedtoolsforcomputervisionandARmapping.In2018,thecompanysolditsassetstoCandyVenturesduetofinancialtrouble,butitsproductsremainedavailablewithanewB2Bmodel.In2020,Blipparreporteda200%revenueincrease,andithassincereceivedfundingamidtherenewedAR/VRhype.

Source:Blipparandecho3D

echo3D

LatestRound:

About:

Seed(6/15/2022)Amount:$5.5M

Brooklyn-basedecho3DisdevelopingacontentmanagementplatformforAR/VRdeveloper.Theplatform,whichincludesAPIintegrationswithmobiledevices,browsers,andgameengines,actsasaspacefordeveloperstostore3Dcontentandautomaticallyshareitacrossapplications.

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Bigtech|Metaverse|Qualcomm

QualcommalsobuysXRdevelopmentstartups…

Wikitude

9/10/2021

QualcommacquiredAustria-basedWikitude,astartupbuildingsoftwaredevelopmentkits(SDKs)tospeedupaugmentedrealityappdesign.

Acquired:

About:

ClayAIR

11/9/2021

Paris-basedClayAircreatesdeveloperkitsforhand-trackingandgesturerecognitioninARenvironments.

Acquired:

About:

AugmentedPixels

1/18/2022

AugmentedPixels3DmappingtechnologyincludedanARNavigationSDKtohelpdevelopersintegratelocationdataintoaugmentedrealityapps.

Acquired:

About:

38

Bigtech|Metaverse|Qualcomm

…asitbuildsitsownXRdeveloper

platform

InNovember2021,Qualcommlaunched

SnapdragonSpaces,anXRplatform.

SnapdragonSpacesiscurrentlyfocusedon

buildingARtools.Userscancreate3D

applicationsforARglassesandheadsetsor

addARfeaturestoexistingsmartphoneapps.

Qualcomm’sXRplatformacquisitionshave

clearlyinfluencedSnapdragonSpaces.The

platformwaslaunchedabout2monthsafter

thecompanyacquiredWikitude.Itsfeatures

includegesturetrackingandhandrecognition

SDKs(ClayAir),aswellasspatialmappingand

anchoring(AugmentedPixels).

Source:Qualcomm

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Theme3:5G

Qualcommbuilds5Ginfrastructure

tosupportthemetaverse

40

41

Bigtech|Metaverse|Qualcomm

Qualcommconsiders5Gkeytothemetaverse

5Giscrucialtomakingthemetaversework,

according

toHemanthSampath,Sr.Directorof

EngineeringatQualcomm:

“Ifyouwanttohaveaubiquitousmetaverse,or

augmentedrealityorvirtualrealityworking

anywhere,then5Genablesadirectconnection

betweenAR/VRglassesallthewaytothecloud

edgeserver.”

Sampathgoesontoexplainthatthelow

latencyof5Gwillalsohelptopowergaming

andXRexperiences.

Bigtech|Metaverse|Qualcomm

Qualcommaccelerates5Gviaacquisitions

Cellwize

Amount:$350M

6/13/2022

Israel-basedCellwizedevelopedanAI-powerednetworkautomationplatformtodeploy5Gsolutionsatscale.

Acquired:

About:

RF360

5G

Amount:$3.1B

Acquired:

About:

9/16/2019

In2017,RF360beganasajointventurebetweenQualcommandelectronicscompanyTDKtodevelopthenextgenerationofradiofrequencyfilters.Thefiltersendedupbeingoptimalforthedevelopmentof5Ghardware,andQualcommacquiredtheremainingsharesofRF360fromelectronicscompanyTDKtoofferafull-suiteofferingfor5Ghardwarecomponents.

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Qualcomm,Microsoftteamonprivate5Gplay

February28,2022|

ReliancetopartnerQualcommto

develop5Gsolutions

August29,2022|

Bigtech|Metaverse|Qualcomm

Qualcommalsoforgesstrategic5Gpartnerships

T-Mobile,Qualcommpartnertobuild5GARexperiencesforsmartglasses

August28,2022|

ViettelandQualcommcollaborateon5Ginfrastructuredevelopment

May16,2022|

Bigtech|Metaverse|Qualcomm|Keytakeaways&implications

Qualcommplanspointtokeytrendsfor2022

Chipsformetaversehardware

XRdevelopmentplatforms

5Ginfrastructure

Takeaways

Implications

Qualcommhaspositioneditselfasthego-toproviderforchipsinAR/VRdevices.Asaresult,itwilllikelywinnewbusinessasenterprisesandconsumeralikeadoptimmersivetechlikeAR/VRhardware.

Toremaincompetitive,especiallyasbigtechcompanieslikeMetaandApplebringchipmanufacturingin-house,QualcommwillcontinuetoinvestheavilyinR&DandacquisitionstoensureitremainsonthecuttingedgeofsiliconforXR.

QualcommisstrategicallyexpandingitsAR/VRbusiness.CustomersthattapthetechgiantforhardwarearealsopotentialcustomersforitsXRsoftwaredevelopmenttools.

Qualcommforayingintosoftwaredevelopmentmaybechallengingforacompanywhoseexpertiseliesinsemiconductors.Also,theXRdev