Walking around CES, one thing was very clear: The consumer electronics industry is betting big on 3D. Many approach the promise of 3D with a very bullish perspective, but I tend toward a bearish outlook.
As I went from booth to booth, I kept looking at the displays of the 3D TVs and asked myself the same question “why the heck do I need those glasses?†(I know the technical answer – but it was more an emotional response to the idea presented). Finally, at the fifth booth highlighting the solution, I started to think “if they convince me to wear those glasses, isn’t the real question ‘why the heck do I need the TV?’â€
For a significant population of consumers, 3D OLED glasses may be the right fit. If they have to be wearing glasses anyways, and primarily watch TV or game alone, a $400 pair of 3D glasses might be the perfect solution for the 18-24 year old crowd. And if those became popular, someone would shortly add a camera and create an augmented reality experience layered into the device. (In fact, Vuzix had a pair of AR glasses at their booth).
I still think that 3D may flop entirely (I see the promise of a connected TV and widgets as a much more salient selling point to consumers). But if it does become successful, and the electronics companies can convince consumers to watch TV wearing glasses, I think for a segment of consumers the eyewear will replace the TV. Keep an eye on Oakley – they are primly positioned for this, considering the investment they’ve made in optics and video technology for the RED camera line.