Google sets New Trend: Voice Control, Mobile Virtual Reality

google-virtual-realityGoogle launched new products overnight, notably two flagship smartphones under new brand Pixel, a mobile VR called Daydream View, and a voice controlled smart speaker Google Home (although the product was introduced back in May, and details weren’t available till now). Keys to note: We remain conservative on “Pixel” actual sell-through; the phone seems to be aimed at competing with iPhone (same price as iPhone7), but the iPhone was launched a month earlier.

We note that Google is abandoning “Nexus” brand and no longer co-branding with OEMs; the value-add for OEMs further decreases (HTC is the OEM for “Pixel”). The launch of Google’s mobile VR could accelerate the trend of supporting (more…)

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