This year’s Spring Festival, virtual people are still busy: they appear on the local satellite TV Spring Festival Gala and broadcast the weather index of watching the Games in real time at the Beijing Winter Olympic Games… Does the frequent appearance of virtual people mean that the wave of applications will start in 2022? Which link of the whole industrial chain is more valuable? Wang guanran, chief media analyst of Citic Securities Company Limited(600030) Research Institute, gives you a detailed interpretation.
virtual human is in the limelight. Which application will become the mainstream?
Wang guanran said that virtual human is a non physical character image with personalized characteristics created by using computer graphics, 3D rendering technology and motion capture technology. In 2022, virtual human will develop along two application directions: personality virtual human and practical virtual human. Personality virtual human is mainly used in the field of animation and animation, such as Lingna Belle; Practical virtual human is mainly used in daily work and life, such as mobile intelligent assistant.
why is the application level more valuable in the virtual human industry chain?
The virtual human industry chain is divided into: the upstream foundation layer (GPU, computing power, etc.), the midstream platform layer (game engine, etc. development toolbox) and the downstream application layer (content, design, etc.). Wang guanran is most optimistic about the application layer and believes that the value created by IP image is greater and sustainable, For example, Hello Kitty, born decades ago, can still generate stable cash flow through the creation and operation of IP. At present, China’s virtual human application level is in a state of competing for the best and ready to go.
the industry has huge growth space. Why are personality virtual people more explosive?
Wang guanran believes that the virtual human is the long-term track with the strongest future growth certainty in many segments of the meta universe. Despite short-term fluctuations, the industrial prospect is very optimistic, and the growth space of virtual human and its image derivatives is huge. He also looks at the good person type virtual human, which has strong explosive power and durability. For example, Disney relies on continuous content creation to survive for a hundred years.
