Theme · 19 · AR and optics stack

Spatial Computing.

AR, VR, optics, sensors, compute, and content platforms. The map separates device platforms from the optical and sensor chain underneath them. Identification, not recommendation. Archetype, not prediction.

5 layers
10 companies
US and ADR scope
Updated live
The map

5 layers, one chain.

A supply-chain view of the public companies operating in each layer, with live quotes and Veridion Score rendered below.

  1. Layer 01

    Headset OEMs and Platforms

    Device platforms and consumer ecosystems with spatial-computing exposure.

    AAPLMETASONY
  2. Layer 02

    Micro-Displays and Optics

    Display and optical components used inside compact visual systems.

    KOPNHIMX
  3. Layer 03

    Spatial Sensors and 3D

    Optical and sensing components used for depth, tracking, and imaging.

    LITESTM
  4. Layer 04

    Compute and SoC

    Processors and platform silicon used for local spatial workloads.

    QCOMAAPL
  5. Layer 05

    Content and Enterprise Apps

    Creation tools, simulation, and enterprise collaboration platforms.

    UMSFT
Layer 01 · Headset OEMs and Platforms

Headset OEMs and Platforms

Device platforms and consumer ecosystems with spatial-computing exposure.

Layer 02 · Micro-Displays and Optics

Micro-Displays and Optics

Display and optical components used inside compact visual systems.

Layer 03 · Spatial Sensors and 3D

Spatial Sensors and 3D

Optical and sensing components used for depth, tracking, and imaging.

Layer 04 · Compute and SoC

Compute and SoC

Processors and platform silicon used for local spatial workloads.

Layer 05 · Content and Enterprise Apps

Content and Enterprise Apps

Creation tools, simulation, and enterprise collaboration platforms.

Methodology and coverage.

Constituent lists are reviewed against revenue mix, segment disclosures, filings, and stated capital plans. Quotes are sourced from licensed market data; the Veridion Score is computed from six published factors. Inclusion is not a recommendation.