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3.6 Billion Android AR Phones by the End of 2020

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Mike Boland, principal analyst at ARtillry, the first market intelligence firm covering only immersive technologies, has issued a report on the potential market size for ARCore handheld devices.

He foresees 3.6 billion Android phones with AR capability by the end of 2020. Please note that the forecast is for the devices only. He is not predicting the number of users. That will be decided by how compelling the AR apps will be.

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Mike had previously predicted a half-billion AR-capable iPhones by year end, a stat that I thought was pretty accurate. That was until I saw the thin porridge of ARKit apps available in the Apple App Store when I downloaded iOS 11 to my iPhone. Mostly, I saw a bunch of games and measuring devices. I can only hope some of the cool business-related demos we have seen on Facebook and Twitter will come out soon, or this could be a very sad year for Apple enthusiasts as well as AR enthusiasts like Robert Scoble and me.

At this moment, I am less bullish on Apple's new iPhones and AR adoption than I have been since their June announcement. I doubt that they will sell the phones that Mike projected. Now, I find myself really rooting for ARCore, although it is logical that almost all developers will make the same AR apps available on both platforms.

At the end of the day, I am rooting for the end user and for the businesses who will improve customer experience, employee skills and partner communications using AR and VR technologies.

In any case, Mike's ARtillry report is both interesting and useful. You should take a look.

Shel IsraelComment