Many VR head brand products in China are selling well, and the ecology of VR industry is expected to accelerate the expansion in the era of universe
[Securities Times] according to media reports, many VR head brand products in China have been sold out recently. Piconeo3 insists on Sports punch in for 180 days after launching the full purchase, and can return 50% of the purchase money and give game coins and peripheral gifts and benefits. The activity received a rapid response. The official has not released specific data yet, but this product has been evaluated by 10W + on JD platform. Recently, Pico’s parent company has raised its 2022 VR sales target from 1 million units to 1.8 million units. Another VR head brand adventure has also joined the marketing war. The new version of adventure dream has been launched for 300 days, with full cash back benefits. The number of appointments exceeded 40000 in less than an hour, and soon exceeded 100000, and the number of appointments is still growing rapidly. During this period, the replenishment several times a week is empty, and the effect of the activity exceeds the manufacturer’s expectation.
Comments: since the outbreak of the epidemic, consumers’ dependence on Internet products has increased in geometric multiples. Superimposed on the hot market of metauniverse since last year, the VR / AR industry has entered a stage of rapid growth. According to the latest data from IDC, the global AR / VR headset market nearly doubled year-on-year in 2021, reaching 92.1%, and the shipment volume soared to 11.2 million units. It is expected that the volume of outstanding goods will increase by 46.9% year-on-year in 2022 and achieve double-digit growth by 2026, with a compound annual growth rate of 35.1%. With the active promotion of Chinese head brands such as Pico, Chinese users hope to quickly form VR usage habits and promote VR maturity. Under the background of the accelerated arrival of the meta universe era, VR ecology hopes to realize accelerated expansion, and the industrial chain layout company hopes to benefit.
Lianchuang Electronic Technology Co.Ltd(002036) ( Lianchuang Electronic Technology Co.Ltd(002036) ): relying on the advantages of optical technology accumulated for many years, the company has laid out the AR / VR field. The relevant lens products developed for the international well-known company magicleap have been shipped all the time. It has cooperated with Facebook on panoramic lens, and has established a good reputation in the industry; In the field of AR / VR industry, the company has mature key core technologies, such as geometric optical waveguide, ultra-thin lens and so on.
Skyworth Digital Co.Ltd(000810) ( Skyworth Digital Co.Ltd(000810) ): at present, the company’s VR products include all-in-one machine, split machine and VR short focus glasses, which have been mass produced and sold outside China. At the same time, in June this year, the company will launch a head hand dual six degree of freedom short focus VR all-in-one machine.
