Table of Contents PLAYERS 3 TRENDS 4 Macroeconomic trends 4 Technology trends 6 Media trends 8 Virtual & augmented reality trends in oil & gas 10 VALUE CHAIN 14 Semiconductors 16 Components 18 Headsets 19 Platforms 21 Applications and content 23 INDUSTRY ANALYSIS 26 Competitor Landscape 28 M&A 30 Timeline 30 Case Study: Impact of AR on Apple 32 IMPACT OF VIRTUAL AND AUGMENTED REALITY ON THE OIL & GAS INDUSTRY 34 Virtual and augmented reality in the Oil & Gas sector 34 Oil & gas case studies 35 Key recommendations for IT vendors 38 COMPANIES SECTION 39 Public tech companies 39 Private technology companies 43 Oil & gas companies 46 TECHNOLOGY BRIEFING 48 Virtual reality 48 Augmented reality 48 Mixed reality 48 APPENDIX: OUR “THEMATIC” RESEARCH METHODOLOGY 50

Alibaba Alphabet Amazon Apple ANTVR Atheer Labs Avegant Baker Hughes BP Blippar ConocoPhillips ExxonMobil Facebook Himax HTC Halliburton Honeywell Improbable Insta360 Intel Jaunt Largan Precision Leap Motion Magic Leap Meta Microsoft MindMaze NextVR Nvidia ODG OTOY Razer Samsung Sony Schlumberger Saudi Aramco Shell Tencent Unity Technologies Vayyar Vuzix