The Internet is the cornerstone of building the meta universe, and VR / AR is the key path to the meta universe
The traditional Internet provides a solid foundation for the meta universe. 5g, cloud computing, Al, VR / AR, blockchain, digital currency and other core technologies are expected to promote the meta universe from "concept" to "reality", and the virtual world and the real world will break the boundary and connect with each other. Among them, in order to realize immersive, VR / AR technology is the only way for the development of meta universe, and AR / VR terminal is the first entrance of meta universe
China's ar glasses market is expected to grow rapidly
With the AR industry being listed as a key industry of digital economy and entering the national planning layout, the AR glasses industry is developing well. The shipment of AR glasses has increased from 10000 units in 2017 to 280000 units in 2020, with a compound annual growth rate of 203.7%. Benefiting from the gradual enrichment of enterprise and consumer content, the breakthrough of AR upstream core technology and the commercial landing of 5g, the popularization of AR glasses is accelerated, and the scale of China's ar glasses market is expected to achieve rapid growth
China's ar glasses industry is highly concentrated, and Microsoft and realware dominate the market
At present, China's ar glasses industry is highly concentrated. Ar glasses giant enterprises Microsoft and realware are located in the first echelon of China's ar glasses industry. The shipment volume of AR glasses exceeds 100000, and the industry competitiveness is relatively significant. Benefiting from the reliability, security and scalability of Microsoft cloud and a services, Microsoft's product hololens 2 can provide users with an excellent immersion experience and excellent market performance
