Some organizations have emphasized that in the early stage of the development of the meta universe market, VR head display will become a leading place. In the shopping season at the end of the year, VR head display is really "hot".
VR head display sales increased significantly
According to public information, the ranking of free applications in the United States of Apple App Store shows that on Christmas day, oculus, a virtual reality application of meta (Facebook), topped the list in the U.S. market and also jumped to the top five in 14 countries / regions. Since oculus VR equipment needs to be activated through app, the top of APP downloads can fully reflect the sales of VR equipment.
Insiders said that the overseas epidemic is still severe. More and more young people like VR, which has also accelerated the sales of related products. According to IDC data, as of the second quarter of this year, meta maintained a leading position in the VR hardware market, accounting for 75%, mainly due to the huge growth achieved by oculus Quest 2. A research report entitled "looking forward to the future of Web 3.0 - metauniverse version" released by Goldman Sachs also said that consumers have very high acceptance of oculus Quest 2 this year.
In some online shopping platforms in China, VR head display has also become a hot selling product of electronics, including oculus VR equipment. Some Taobao merchants said that since the concept of Yuan universe became popular, the sales of VR head display and other products have increased significantly, and hundreds of them can be sold in a month. In addition, according to the white paper on virtual reality industry development (2021) recently released by China Electronic Information Industry Development Research Institute, from January to September this year, the volume of VR head showed a year-on-year increase of 28.9%, and the industrial market scale exceeded 30 billion yuan.
Some overseas media said that the app store does not represent all, but it can at least reflect the popularity of the mobile application to a certain extent, and can well reflect the popular technology trend during the Christmas holiday.
fierce competition among giants
Earlier this year, meta CEO Zuckerberg said that metauniverse would "become the successor of the mobile Internet" and expected the company to invest at least $10 billion to build a virtual world.
Back in 2014, Facebook acquired oculus, with a total acquisition of about $2 billion. Zuckerberg said that for virtual reality technology, the game is only the beginning, "After the game, we will develop oculus into a platform for multi-faceted experience. Imagine that you can enjoy seats near the court, study in classrooms around the world, or consult doctors face to face in the game - all that you need is a virtual reality headset in your home." However, in the years after the acquisition, oculus' sales of virtual reality helmets did not meet expectations, and overseas media described oculus as a worry for Zuckerberg.
However, according to the latest documents disclosed by overseas media, oculus executive Jason Rubin proposed the meta universe plan as early as 2018 and sent it to relevant executives and board members, which laid the foundation for Facebook's transformation.
In addition to meta, news about Apple's launch of new products in VR has also been coming. In fact, this argument has been popular since 2010. Since then, Apple has continuously acquired technologies and enterprises related to VR and ar. But surprisingly, Apple has not made much action in VR for a long time in the future. However, the latest news points out that it is reported that Apple's VR head display will be released in 2022. Apple has hired Andrea Schubert, director of meta ar communication, to be responsible for the marketing and public relations of the upcoming Apple AR / VR head display product line.
It can be seen that in the hardware field related to metauniverse, the most important is VR head display equipment. The metauniverse fire also promoted the sales of VR equipment. Zhongtai Securities Co.Ltd(600918) pointed out that before Apple joined the war, meta VR is expected to "dominate the world".
(Securities Times · venture capital exchange)
