Industrial augmented reality is going to be big - really big
2017 appears to be the inflection point for Industrial AR using head-worn devices. This year will see the introduction of a number of volume shipping end user devices that enable workers to augment their task view to enhance safety and productivity. You will find regular updates on the growth of Industrial AR at this site.
Combined with the strong momentum behind an Industrial Internet of Things, we should start to see head-worn AR pilot programs transition to larger deployments across major corporations during 2017. Assuming user acceptance, these large-scale deployments will translate into material revenue and earnings for a number of early head-worn wearable AR pioneers.
Anticipating a wave of head-worn Industrial AR adoption beginning this year, I have created a small index of companies I expect to benefit from this mega trend. While I continue to advocate that wearables pure play Kopin (NASDAQ:KOPN) will benefit disproportionately from the head-worn AR adoption wave, I understand that many investors prefer a lower risk approach. As such, I propose the following index for your consideration.