AR on the other hand has potential.
AR stands for Augmented reality, the overlay of information and artificial constructs over the real world in such a way as as one can both perceive the artificial constructs and interact with the real world simultaneously.
Nobody will view this by holding their phone up and looking at the world through their phone screen. Real products in development use glasses. Science fiction depicts contacts, currently impossible, or some sort of implant, even less realistic.
Remember we wrote about going to the moon prior to being able to actually go there.
It's a fun novelty, but it should not be conflated with VR. If you move your head forwards or backwards (as opposed to rotating your head), the environment does not adjust itself to match your new position, because it's just a prerecorded video. Without this ability, you can't trick your brain into believing it's in a real place.
I only brought up 360° video because the GP mentioned "livestreaming videos to VR headsets [at] 2x8k@120hz", and there's no other type of video you can stream to a VR headset†. Real VR, with positional tracking, needs a 3D modeled environment, like a video game. We may be on the cusp of being able to stream traditional video games, but VR needs much lower latency than that—around 30ms for absolutely everything in the chain.
I don't think AR is any different in this regard. If the processing is being done on-device the assets are small and you don't need 5G. If the processing is being done remotely, you've got that same latency problem.
How does 5G benefit AR?
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† Well, okay, there have been some weird experiments, but they preclude standard resolution measurements. They also require an order of magnitude more data—5G won't cut it.
But in that case , downloading the data locally seems like a real option.
I think you underestimate image sizes for modern AR/VR applications. For example, good quality light-field can take few gigabytes for one image. Also there is a big UX difference between downloading full image ahead and downloading parts on-demand (similar to modern video streaming - today we never download full video ahead).
We’re only just starting to be able to do this with traditional video games (Stadia), where significantly higher latency is acceptible, and even that’s largely unproven.
If I’m wrong, well, I still think we should proove this tech over traditional cable + ethernet connections first, which already exist today.
just give me the lower prices we were promised by the carrier oligopoly in exchange for all those governmental concessions (not holding my breath).