Weekly gathering of scientific and technological views (Part 2)
1) the game market is vast, and the game meta universe has attracted much attention
Last week, Microsoft announced the acquisition of Activision Blizzard with us $68.7 billion in cash, which triggered the continuous attention of the market to the game metauniverse. The acquisition of Blizzard will accelerate the growth of Microsoft’s game business in the fields of mobile, PC, host and cloud. Promote the integration of the digital world and the physical world, and support the meta universe platform with the help of game content and other applications. Games are one of the two main directions of Microsoft’s metauniverse, with a broad market space. After the acquisition of Blizzard, Microsoft will become the third largest game company in terms of revenue in the world (after Tencent and Sony). In the next three years, the number of game players and industry revenue will continue to grow. It is expected that the number of global players will reach 3.32 billion in 2024, and the scale of industry revenue will reach 218.7 billion US dollars.
2) the development of game and future metauniverse 3D content requires the close cooperation of DCC tools and game engines, but at present, it can only realize the deployment of local clients, which can not be interconnected, and the efficiency is very low
DCC has a wide range, including 2D and 3D, audio and video, dynamic interactive content, image editing, etc. The construction of art resources needs to be completed in DCC software in advance, such as 3DMAX and Maya making models, PS drawing maps, Houdini making scenes, action capture obtaining action information, etc. the 3D art asset content generated by DCC tools and various types of files is finally imported into the game engine. The game engine is mainly used for the operation of 3D content, and its core is to provide real-time high fidelity rendering ability. Game engine is the integration of rendering engine, physics engine, sound engine and graphics engine. However, due to their own limitations and barriers of different file formats, different software cannot communicate with each other, forming an information island, which hinders the process of 3D content creation. At the same time, the traditional form of local client deployment makes it impossible to carry out cloud collaboration. Modification requires repeated import and export of data, which is extremely inefficient.
3) NVIDIA Omniverse came into being to realize the development and deployment of cloud native 3D content based on large-scale data center and improve development efficiency
Omniverse builds an open standard for cross team, tool and work collaboration through the interconnection of pixarusd, a connection language, so as to realize the unification and collaboration of data from multiple sources.
Omniverseconnector integrates many tools such as many DCC manufacturers and game engine solution providers on a unified platform to realize efficient and unified format 3D asset database management and convenient 3D collaborative content development. Upgrading from the original client development mode to the cloud native mode of collaborative development of cloud platform, large-scale data assets are stored in the cloud, which opens the cloud collaboration with other engineers locally or globally. The creation process is presented in 3D shared documents, which does not need to import and export files for many times to modify files, which greatly improves the efficiency of team cooperation.
Investment advice
Affected by Microsoft’s acquisition of Activision Blizzard, the market continues to pay more attention to the game industry and the future development of metauniverse. The game industry will play an important role in the development of metauniverse. At present, game development tools rely on DCC tools and game engines. Most traditional game engines are deployed based on local clients and cannot cooperate in real time. NVIDIA’s Omniverse platform came into being. It has the cloud native deployment mode of large-scale data center of cloud platform, Thus, it realizes efficient and unified format 3D asset database management and convenient 3D content collaborative development mode, and is widely used in game development and automatic driving model training. At present, the development of metauniverse is still in its early stage. Major technology giants may compete to layout underlying technologies such as cloud collaboration, edge computing, artificial intelligence, game engine, blockchain and XR. Metauniverse investment will be a long-term theme and will be dynamically driven by new product release or acquisition events of technology giants.
1) cloud collaboration mode and cloud games & cloud VR are expected to continue to penetrate into the production end and client end of the meta universe respectively in the future. The cloud infrastructure will evolve to the meta universe infrastructure, and the demand for intelligent heterogeneous computing power (GPU, AI, DPU) and high-speed IO capacity will also increase. It is suggested to pay attention to Inspur Electronic Information Industry Co.Ltd(000977) , Unisplendour Corporation Limited(000938) , the global mainstream suppliers of high-speed data communication optical module industry chain Zhongji Innolight Co.Ltd(300308) , Eoptolink Technology Inc.Ltd(300502) , Suzhou Tfc Optical Communication Co.Ltd(300394) , as well as Montage Technology Co.Ltd(688008) , Cambricon Technologies Corporation Limited(688256) , Shengke communication (application for scientific innovation board), Changsha Jingjia Microelectronics Co.Ltd(300474) , Beijing Zuojiang Technology Co.Ltd(300799) , etc.
2) yuancosmos is a master of ICT cutting-edge technology. After the implementation of supervision and planning, China’s Internet head platform is expected to continue to break through the hard technology of platform layer and application layer. It is suggested to pay attention to the business progress of Tencent, Netease and Baidu, or contribute to the expected repair of valuation.
3) China is a consumer and industrial Internet market that NVIDIA cannot ignore in its global layout. China’s excellent industrial software, design software and DCC are expected to continue to emerge and become Omniverse’s future connector. It is suggested to pay attention to Zwsoft Co.Ltd(Guangzhou)(688083) , Beijing Yjk Building Software Co.Ltd(300935) , Glodon Company Limited(002410) .
Risk tips
Metauniverse’s business model is immature, the capital expenditure of data center is less than expected, the Sino US science and technology friction affects the stability of chip and semiconductor equipment supply chain, and the game industry is turned by regulatory policy issues.
