Can anyone explain what the next play is here? Is it tracking of devices without being able to turn it off?
UWB is supposed to let you know how far away other devices are, and in what direction. This will let you e.g. find your device if you left it somewhere in your house, or give you an UI to Airdrop to someone next to you (rather than just showing everyone in range), etc. Other location services are supposed to let you navigate indoors.
I don’t think there’s really “the next play” as much as there’s a bunch of marginal improvements, and a bunch of people who hope that there will be some killer app for location services that they can dominate.
And I think Apple envisions value when combined with AR
This, IIUC, will tell you where a thing is without it being online.