This is a very large and diverse segment that includes semiconductor manufacturers.
Virtually all companies in this segment are focused on businesses other than Augmented Reality. Their primary investments are in vertical markets such as military/defense, automotive or aviation. Or their business models rely on high-volume sales for inclusion into mass market devices.
To the extent that customers seek solutions that include AR, this core enabler segment is responsive. However, with few exceptions, this segment is not leading the charge.
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