Peking University Metaverse Report

Can the 2022 metaverse end the conflict?

How do you see this novelty in the metaverse? Some say that the metaverse is the goal of the future development of the Internet and other changes in human information technology, while others say that the concept of the metaverse is just the "slicing of onions green" modern. Recently, HSBC School of Business and Peking University's Essence Securities announced a "Metaverse 2022 - Accumulated Power" report that identifies the growth of the metaverse over the past three years, the difference of the metaverse in 2022, and support for new technologies. Metaverse, creating the metaverse.

01.

2022

The Most Important Year for the Metaverse

Looking back at our three key takeaways in 2016, 2019, and 2021, including the announcement of the Oculus Quest 2 and sales growth in 2021, the entire internet ecosystem has entered a phase of repairing new homes .Bordure VR / AR.

The business cycle of next-gen interviews has begun.According to the research concept of new warning material, the hardware, software, content and applications of the VR/AR industry in 2021 and beyond will all be major issues.model(The next test will refer to the results of the new hardware phones).

▲ Industry VR / AR

Taking "new hardware" according to the research concept, the announcement of new XR hardware will take two points. One is pure virtual VR guidance, the other is AR enhancement, a combination of two MRs. Both of these guidelines will extend the capabilities of the hardware to human "organs". However, strictly speaking, virtual reality and augmented reality are at different stages of development, the virtual reality software and hardware ecosystem tends to develop at this stage, and augmented reality remains a challenge.

2021 will be "the first year of commercial scale" for VR/AR. On Nov. 17, Qualcomm's CEO announced at Investor Day 2021 that Meta's Oculus Quest 2 had sold 10 million units. Not just for the meta, but for the entire VR business ecosystem, the key point of the singularity of 10 million sales is very important, and 10 million users is the key "before the ecosystem is not successful".

The global virtual reality and augmented reality industry has reached nearly 100 billion and will grow at a CAGR of 54% over the next five years. According to statistics from IDC and other organizations, by 2020 the global VR/AR market size is estimated to be 90 billion yuan, of which the VR market size is 62 billion yuan, and the market size AR is 28 billion yuan. The Chinese Academy of Information and Communications Technology has predicted that the virtual (augmented) world real estate industry will grow at a CAGR of 54% in the five years from 2020 to 2024, when virtual reality will experience 45% growth. , AR growth is about 66%, reaching 240 billion yuan.

▲ 2019-2024E Global VR/AR Industry Size Estimate (100 Million Yuan)

One of the main reasons is that Facebook changed its name to Meta, and as a result, technology companies around the world entered the transition. Whether it's a new player like Meta that emerged from the mobile phone on the Internet, or an old player like Microsoft, which has undergone many mutations in the affected businesses from the Internet, all "Metaverse". The layout structure of the metaverse of domestic and foreign technology companies should be closely monitored, and on the one hand, the future potential of each technology company should be dynamically evaluated, and on the other hand, the growth of the metaverse can be detected regularly. .

▲ Since 2021, technology companies around the world have accelerated the pace of change.

Compared to the real-time mobile Internet, more people involved in the metaverse period have more information about the insurance market and the market: more players: the metaverse is not the result of 'a single use of technology, but the mix of many technologies is very high. Not only is the internet huge, but larger competitors such as hardware stores, employees, and content have entered the game. );

Big business around the world is preparing for war. This means that the arms race in the age of the metaverse will intensify.

The enveloping forces will accelerate the process of human digitalization: 2021 is the first year of development for the Metaverse, and more and more builders are rapidly entering the game to expand the concept to come, compete with capital layers and divide them frequently . All links have been published.

Apple MR and Sony PS VR 2 gear is expected to be announced in 2022, in addition to the expansion of the VR/AR industry and Metaverse. metaverse content), and more popular content and apps are under consideration and are expected to be delayed by 1-1.5 years, depending on when they appear in 2023-2024. Highlights: The emergence of popular content and applications in turn promotes the acceleration of related technologies.

In the period from the peak of the heat wave to the development of actual products, i.e. in 2022, the metaverse is expected to move into the age of divergence. The moment of difference is only outwardly the perspective of the metaverse, and in the medium to long term, the metaverse is a deterministic direction as a new computing platform. The more varied the weather, the more opposite it is. The time gap ended and the boom increased.

The differences are as follows: 1) Hardware and content experience in 2022 is not expected to change significantly. In 2021, especially in the second half of the year, Metaverse will be very popular if all countries know, the market will have high expectations in the Metaverse market, but the hardware and iteration of its metaverse terms will not follow. Any time is fast approaching, so it will be 2022. The total development of the metaverse will be less than everyone's current expectations.

2) In 2022, the economy is not expected to have an outcome that will boost the confidence of investment and financial capital. Most of them only have pre-designs or samples, no finished products and polishing the material from time to time.

The metaverse has become a global electrolyte, and in order to determine volatility from 2021 to 2022, it is recommended to focus on key mutations or catalysts in the following:

Hardware: 1) VR/AR hardware shipments are even when Meta reported Oculus shipments exceeded 10 million units, 2) Meta's high-end VR headset, Project Cambria and Apple's MR. VR/AR hardware iteration, 3) emergence of new sensory hardware similar to Meta's haptic gloves;

Summary: Currently, the market for metaverse products only has the characteristics of the metaverse (eg, VR games related to effort and market share), and in 2022 the points will continue, points that are still increasing d 'other cognitive theories, which is catalysis. new content;

Basic architecture: It only focuses on failures or progress of power, engine and digital components. For example, NVIDIA's Omniverse computing ecosystem (about a year after its release), AI supercomputing has not really started to work yet, and many industries are following the growth of large consumers, Huawei AR glasses and the success of Hetu.

02 ib.

How to see the difference

Find the answer in a very large layout

Roblox first explained the concept of metaverse in the announcement because it is a platform game where players can create their own content. Virtual reality games. No! Metaverse is not just a virtual world or a simple VR game, there are two important differences between rotation and gaming.

Key difference 1: battery life VS presets. The NPCs and game plans of most games on the market today are configured and developed by the game developer, and the user has no control over the main story, the metaverse transforms the user from the previous experience to the creator of the content, and the user has a very strong one. great autonomy.

Autonomy is one of the six characteristics of the Metaverse and one of the most important differences between the Metaverse and games.

▲ 6 features of Metaverse

Key Features of Difference 2: At this point, the single-player VR game experience is one of the four stages of metaverse content development. Infer the evolution of content types in the metaverse by examining the latest developments in gaming content, from early games to online games, 3D games, and real-time multiplayer online combat or interaction.

Phase 1 - Single-player experience content: Adapt to VR games by adding accessories similar to Internet-age games, but most VR games on the market are single-player, compared to early consoles or stand-alone play;

Second - Small Conversational Content: Additional social behaviors can result in small interactions, but current communication and technology cannot, causing too many people to interact at once. and the relationship of various relationships;

Step 3 - Realize the Big Bang: Technology has reached a new level, allowing more and more people to submit online in real time, but interactions are still not enough, communication small interference or simple interference;

The fourth - multiplayer real-time online interactive metaverse: the ultimate metaverse content, add immersive visual effects to achieve high brushing time, real-time online, more people can live in one place, interactions should be very many. account the power and support of the algorithms.

VR games are just the basics of metaverse concepts, and VR game accessibility is just one of four metaverse concepts (the third is interaction, other knowledge, and industry).The meaning of the metaverse: not only sight and hearing, but also human digital experiences such as touch, taste and smell, and human behavior in three dimensions (time, place and knowledge).As explained in the movies 'The Matrix' and 'Inception', the main meaning of metaverse is to digitize the three senses: eyes, ears, nose, tongue, body and mind to experience consciousness. The real world is almost indistinguishable from the virtual world.The key to investing in the metaverse: what you think is what you see, what you see is what you get.

The metaverse will definitely bring new meaning. The new terms are divided into two main sections. One is the brand iteration and the other is the creative engine.

Replay: From PC Internet to 4G and 5G, from texts to photos, audio, special videos, broadcast media, short videos, and more. The previous iteration infrastructure brought content changes. Metaverse is expected to improve its content by redesigning the interaction between viewers and content, and adding features such as video game integration and interrelated content integration. We believe that the killer content of the future metaverse will list four characteristics: immersion, interactivity, sensory experiences with more dimensions and economic systems.

Creativity-based: Metaverse content is more complex and requires more R&D investment compared to video games, etc., and more complex metaverse content creation has more needs for tsim users. Therefore, I believe that creating new items in the age of the metaverse should be about creativity, not about the car.

Market factors (contained in various scenarios), in the product, determine market demand, determine whether the market competition pattern should be broken, and at the same time, because the metaverse includes the world of reality, content is everything- In the TMT industry Continuation to other industries such as, but not limited to, apparel (virtual clothing design), catering (offline catering mobile internet = take-out format), tourism, education and other sectors, the search for new industries and new industries. formats produced.

The growth of craft To-B businesses on the Internet has been difficult, but major changes have taken place. At various stages in the development of the metaverse, the direction of free trade and development between China and the United States will change. Although China is still catching up on bottom-up technology, it is expected to do well in 5G and other back-end devices, intelligence, content and natural layer, thanks to its coating ability. high and the advantages of a large population.

The back-end infrastructure industry, because the importance of content innovation and the timely localization of AI will be beneficial to the status and level of the metaverse industry, and many good home businesses will explode. The home competition model, which is internationally competitive, needs to be improved compared to the Internet era. Large companies with a market value of $100 billion are required to be total.

For an analysis of the current world of Duanyuan, you can see the model list of 20 major players in the rotation industry in 6 points.

▲ 6 Metaverse Aspects

The structure of the economic cycle in six main sectors:

First of all,Materials and content in advance, the hardware is the first product, the equipment supporting content should support each other, and the content is generally the main theme of the metaverse, such as VR games and chain games.

candles,The basic architecture should work., design, production, functionality and interaction of new concepts / scenes based on changes in the underlying structure (game engine / device integration platform, and others).

Third, the improvement of the basic architecture has greatly improved the scale of data processing.delicious at the endInfrastructure and artificial intelligenceThis can play a big role.

In the flood of information, for example, after the complete digitization of the earth's body, the role of intellectual property will only increase. Artificial intelligence not only improves the underlying architecture and digital infrastructure, but also helps AI transform it or empower people to take on the design role and become more prominent in product development.

finaltheme and scene, the themes and scenes are the most different from other sites, and Metaverse will adjust the size and competitive landscape of the content industry by creating new themes, new scenes and new models that far exceed our expectations. current.

Based on the above decision, it is hoped that the major players will contribute to the global hardware industry chain, content and design standards.2022 anticipates major changes in hardware, concepts and design.

1. MetaThe most common radical metaverse is large

Facebook is now the largest technology company in the domestic and international market and plans to transition to a metaverse company in 5 years. From December 1, the stock rules will be changed to "MVRS". After the name change, Zuckerberg said the meta will focus on transitioning to a new VR-controlled media platform.

When it comes to the components of the metaverse search framework, meta belongs to the inclusive giant.Hardware, core design, artificial intelligence, content and eventsThese four directives focus on configuration.

▲ Arrangement of the META metaverse

Meta acquired Oculus in 2014 to pay for its inadequate products.Oculus has released everything from the Oculus DK1 to the all-in-one Oculus Quest 2 VR machine for VR hardware, and the Oculus Quest 2 has quickly made its way into the mainstream VR sector. According to Counterpoint, the ranking of the global VR device brand in the first quarter of 2021, Facebook's Oculus VR took the top spot (75%), followed by Dafeng VR (6%) and Sony VR (5%).

Project Cambria high-end VR headset (estimated in 2022):Meta unveils the Cambria next-generation all-in-one VR headset project, which will be unveiled next year at the Facebook Connect 2021 conference on October 29, 2021. However, the high cost of high-end devices will have a wide range of technologies. including enhanced communication, color vision, crepe optics, and more.

In less than a decade since its inception, ByteDance has topped several tracks. As the fastest growing technology company, Douyin Short Video is one of the most successful products in the Chinese Internet market. From the perspective of competition for user time and interest, ByteDance is the strongest competitor for overseas Meta and domestic Tencent, accordingly, and the rapid rise of the product market (Tik Tok, Xigua , Toutiao, TikTok, etc.) and representatives of video content mainly short the type and size of streaming media content to reduce the impact on the interaction between image and text.

ByteDance uses socializing and entertainment as its main entry point and pushes into domestic and international markets along with the benefits of short video conferencing, while filling its gap by kickstarting Pico, the VR leader. equipment. When it comes to the six main components of the Metaverse Research Framework, ByteDance isEquipment(argument Pico),architecture simple(Qiankun Investment Code, Weijing Video),theme and scene(Short video, games, VR social networks) These three key topics focus on configuration.

▲ ByteDance metaverse layout

In September 2021, ByteDance acquired Pico, Korea's top VR developer. According to IDC's Q4 2020 China AR/VR Technology Market Report, Pico led the Chinese virtual reality industry with 37.8% market share in China. fourth trimester.

Pico offers a full range of products, from the Neo series products to the compact and powerful VR Little Monster G series, for home viewing, mobile entertainment and online VR conferences with training, simulation, exhibition, cloud gaming, remote control, etc. production scenarios..

In addition to immersive hardware, ByteDance entered the chip company's core structure and hardware components in the Metaverse hardware configuration two years ago. In fact, not only ByteDance but also the Internet giant have got into the chip. According to OFweek, Baidu has become the owner of the Kunlun chip, valued at 13 billion yuan, Tencent has also started to solicit the military to find chip experts and experts, and Ali, Huawei, Xiaomi and others are among them. become one. The biggest investment in the semiconductor industry.

3. Integration: A complete design tool, not just a toy machine

The rise of the metaverse will bring new development opportunities to the development engine/platform.. The development engine/platform is tied to the presentation content of the metaverse. Games are an important form of Internet content. We hope that game scenes will be game-related tools such as metaverse representation and support. Game program code and resources (graphics, etc., sounds, animations) and other enhancement tools can also be used in the metaverse.

The engine is probably the cornerstone of the architecture in the six main areas of the metaverse we've created, and Unity is the world's premier engine design tool., develops its key technological technologies and awaits technological advancements in the metaverse industry.

The heart of Unity is the platform for designing and implementing real-time interactive 3D, and game development is Unity's most important application. However, Collaboration has evolved to this day and is understood only as a game that has gone from improving the engine, and now it has become a writing tool for interactive subjects such as visual design and l real-time 3D animation.Unity et Epic Games (Unreal)Engine), Nvidia (Omniverse) and other major sports engine / development platforms are 3D models, non-market distribution of the virtual world, further expansion, monetization and far-reaching expansion.the size of the industry.

The unit industry is divided into three sections, the most important are:Create a Solution,Solution,Sales in 2020 accounted for 30% and 61% of strategic partnerships, respectively, and other factors (such as good partnerships) accounting for 9% of sales in 2020. According to the third quarter of 2021, nearly 1,000 consumers contributed more than $100,000 of annual sales, accounting for more than half of sales.

▲ Unit revenue 2018-2021Q3

Beyond the traditional market, Unity's future business prospects are market expansion and the establishment of the Metaverse. From 2021, Unity's investment process will accelerate and expand into areas such as Virtual Reality/Augmented Reality, AI Voice, and more. At the same time, Unity announced "Cloud Distributed Computing Power Solution" to improve its products in the third quarter. A feature that gives all its strength to future creators of metaverses. In November 2021, Unity announced its acquisition of film company Weta Digital for $1.625 billion. Weta Digital has partnered with Unity Creation Solutions to include Manuka, Lumberjack, Loki, Squid, Barbershop, HighDef, CityBuilder and more.

▲ Certain companies acquired by Unity after 2021

4,Roblox: A simplified version of the metaverse world

Roblox is the first company to introduce the concept of Metaverse in its business description, discussing the platform characteristics that make Metaverse: personal, user-friendly, immersive, direct, diverse, low latency, economy, and prosperity. And the key features of the Roblox platform correspond to the key features of the metaverse that we have given in part.Social, open and rich content ecosystem, complete enterprise.

As for the components of the Metaverse, Roblox research framework in the Content and Stages section.At the same time, the platform provides developers with simple tools and expertise. In other words, the green closed loop has three components: Client Client, Authoring Platform Studio, and Cloud Architecture Cloud.

The Roblox platform ecosystem is one of a kind:The opening of the platform has contributed to the success of UGC content, attracted more and more developers and players, and strengthened the community to become stronger and stronger.At the same time, the virtualization industry in virtual and real communication has simplified the functioning of the ecosystem and the interests of its creators, creating a great creative environment. ..

Roblox is a UGC gaming platform with its own engine., the difference of mainstream games in terms of production in two terms:

UGC Gameplay Center: Currently, the main game design is PGC, and the UGC platform represented by Roblox brings new ideas to the design concept in the game industry. The open production ecosystem also accelerates the growth of word-of-mouth users. hear. By the end of 2020, Roblox already has over 8 million developers and content developers in 170 countries and territories around the world, running over 40 million games and becoming a global platform for online game developers. .

Built-in engine tools: Roblox provides developers and players on the Roblox Studio platform with an easy-to-use game development tool that reduces start-up costs. Compared to other huge game development engines (Unity, Unreal), the Roblox Studio editor is easy to use, has a simple programming language, and at the same time encapsulates the core technology, provides developers with Lua easy to use. Coding the language and features of your own 3D environment reduces your programming startup and maximizes content.

▲ Roblox 18Q1-21Q2 DAU (millions)

5. Epic Games: Game Engine Content Platform

At the heart of the epic vision, the metaverse is changing the way people interact online."Fortress Night" transcends the world of entertainment and enhances social and fun features such as concerts, talks, forums and more. Epic also paid close attention to the developer ecosystem, and Unreal Engine, Epic Games Store, and Epic Online Services did their best to improve the design environment and activities.

As the main theme of the Metaverse Research Framework, Epic Games focuses on the configuration of content and events ("Fortress Night") and the underlying structure (Unreal Engine).

▲ Epic metaverse layout

6. NVIDIA: release of deep GPU technology and development of metaverse technology base

NVIDIA at the bottom of the global supply chain. NVIDIA is GPU-based, and key industry technologies such as AI, cloud computing, data analytics, and high performance are now paired with strong graphics processing technology (GPU) support . Graphics are regulated by NVIDIA and AMD, and according to Statista earnings, NVIDIA has 7-8% of the market and has a clear and effective message.

In addition to GPU core technology, NVIDIA is expanding into storage, high performance, and AI, as well as GPU-based integrated hardware and software ecosystems for metaverse design. When it comes to Metaverse Research Framework components, NVIDIA is thereEquipment,Basic architecture, artificial intelligenceThese three guides focus on configuration.

▲ NVIDIA metaverse layout

NVIDIA, the graphics processing company, developed the graphics processor GPU in 1999, and since then GPUs have changed the world dramatically. Especially in games, NVIDIA GPUs have almost become the standard for gaming.

He continues to talk about GPU architecture and streaming performance from Tesla to Ampere and GTX to RTX. Weida's GPU architecture has undergone many changes and was important to maintain for two years, from the first Tesla (2008) to the current Ampere (2020). Starting with Turing, NVIDIA GPUs were renamed from GTX to RTX. Turing is the biggest change in GPU architecture in the last 12 years, as RTX enables real-time ray-traced rendering that can be used in games through its RT Cores. The next generation of Ampere has been created by the power of RTX to deliver even better performance in graphics, graphics, AI and Chinese operations.

NVIDIA will enter the CPU space from 2021 and NVIDIA has announced that it will transition to the "3-core" product line of "GTC CPU DPU" from GTC 2021. Nvidia power GPUs combined with the announced Grace CPU, combined with the latest Bluefield DPUs create Nvidia's latest data center mid-chip instruction. NVIDIA's competitive edge in the chip industry has entered a period of integration to bridge the gap and stay competitive through the integration of our chips.

The NVIDIA Omniverse was announced as early as 2019. It is originally a real-time graphics and simulation platform based on NVIDIA RTX GPUs and Pixar Universal Scene Description (USD). Good division of labor and collaboration. In 2020, the omnibus open beta was released and pulled by about 50,000 users, including about 10,000 users in the Chinese market.

Omniverse sees the metaverse of engineers and brings the metaverse to life in industrial scenarios. Compared to the entertainment highs of the gaming industry, Omniverse leans more towards the concept of the "digital twin". The vision and application scenarios of the Omniverse platform are not limited to the gaming and entertainment industry, but include architecture, engineering and construction, manufacturing, supercomputing and others. industries. Beginning by respecting the physical and emotional laws of the real world, Omniverse decides how to move from the real world 1:1, 1:10, and even 1:10000 to the virtual world. The omnibus would work for a larger business organization than it actually is.

Nvidia is expected to make a wave in the direction of virtual human/AI digital avatars. In November 2021, NVIDIA will announce Omniverse, a tool for creating interactive discussions on intelligent avatars, video sharing, voice recognition and interaction (Riva, Maxine), language understanding (NeMo Megatron), vision AI (Merlin), and more. We just released Avatar. Technology.

7. Qualcomm: The "heart" of the metaverse world

Qualcomm was established in 1985 and started in communications technology, and mainly has two main markets: licensed technology (QCL) and semiconductor chip technology (QCT).

1) In the technology licensing industry, Qualcomm has become aware of mobile communications technology through R&D investment in CDMA networks and developed strong competition with patented equipment, making it one of the leading companies. most important in the sector. the field of radio communication;

2) In the semiconductor chip industry, Qualcomm's Snapdragon chip is a high-performance chip based on the development of Android smartphones, and is the leading chipmaker in the mobile phone market, and it works in smartphones like Intel in PC products. . The technological advancement of smart hardware in the age of the Internet.

With respect to the components of the Metaverse Research Framework, QualcommEquipment,backbone infrastructure,theme and sceneThese three guides focus on configuration.

▲ Qualcomm metaverse layout

The XR is one of Qualcomm's main advisers in the IoT space. Qualcomm is more active in setting up the XR ecosystem, there may be two reasons.1) The use of future mainstream XR status is similar to current smartphones, so it should be based on low light consumption and low power consumption. . Ability to migrate to reduce R&D costs;

2) The importance of VR/AR in a new Internet ecosystem (such as the Metaverse) can be compared to the importance of smartphones in the mobile Internet. If you miss the opportunity to use the new equipment once, you may miss the opportunity to join the new Internet era. Intel, the king of chips in the PC era, misses the smartphone era and fails. To release the potential chip of the smartphone

Around the XR industry layout, Qualcomm has developed a marked improvement. Specifically, it further develops and improves the Snapdragon XR platform through the use of mobile communication technology, and enables it to enter the XR market through four proprietary Eight: core chip platform XR, software and algorithms, application design and collaboration. . .

8. Sony: PS VR is unique

PS VR should reevaluate its unique features, size and quality. Sony VR hardware is an extension of the PS game console, creating a user-friendly interface of the main VR equipment and overlapping the advantages of high-quality special game content. The PS VR industry generally continues. Sales by 2020 PS VR sales have exceeded 500,000. At the same time, Sony is a global leader in bringing together games, music, movies and TV in addition to games, and even addresses Classic IPs such as "Spider-Man", "Black Man" and "Peter Rabbit". Copyright music from other artists like Michael Jackson and Beyonce. It is hoped that the Sony team's digital legacy will be revisited in light of the metaverse, and Sony is working with Epic Games to explore the digital integration of related content.

At the center of research on the metaverse, Sony focuses on the configuration of hardware components, themes and scenes.

▲Sony metaverse layout

In October 2016, Sony announced PS VR as its own ecosystem of PS hosts to create differentiated users.As a counting module, VR products on the market are generally divided into four types: PC VR, PS VR, Mobile VR and All-in-one VR. At present, all-in-one VR and PC VR are the mainstays, while Sony's PS VR has a unique user interface and is aimed primarily at console gaming enthusiasts.

The Sony Group has a strong presence in the global entertainment industry across a wide range of industries in the entertainment, video and television, and music sectors.

On the gaming side, Sony has developed products with gaming and PS hardware at its core, and holds a leading position in the game console industry.

In terms of music, Sony Music Group has many international singers and musicians, including Michael Jackson, Westlife, Miley Cyrus, Avril Lavigne, Britney, Beyonce, etc.

In the film and television industry, Sony acquired Columbia Film Group Corporation and MGM Films one after another to become the world leader in film and television. "Peter Rabbit". IP.

9. NetEase: RPG features and virtual human skills stand out uniquely.

NetEase continues to pay attention to R&D investment based on a variety of products and customer needs. NetEase is the world's best technology in the field of communications such as virtual reality, augmented reality, intelligence expertise, intelligent, engaging and cloud-based games through long-term technology. Technology storage is fully equipped with the expertise and ability to explore and create the metaverse.

According to NetEase, in the interest of metaverse research,Hardware, artificial intelligence, core architecture, terms and conditionsThere are provisions in 4 directions. Today, NetEase announced marketing intelligence products, such as Yaotai Immersive Activity System, Virtual Human and Planetary Blockchain, and invested in several new companies in the virtual human intelligence industry to explore future research and improve the way of business development.

▲NetEase Metaverse Layout

10. Tencent: Metaverse puzzles are mature.

Tencent's understanding of the metaverse was ahead of its time, and Ma Huateng was the first to come up with the concept of "Complete Internet Reality". Ma Huateng said in Tencent's 2020 special issue "We See":

Tencent has good opportunities to develop the metaverse, and through a combination of capital (acquisition and investment) and traffic (social platform), it will explore and develop the metaverse as a future cornerstone. With respect to the theme of metaverse search, Tencent's core architecture (Unreal Engine), backend infrastructure (cloud services, major hubs), content and events (the product variation of products and relationships of mature ecosystems)) in our guide here.

▲ Tencent Metaverse

11. Amazon: Lead the evolution of the cloud computing industry by focusing on the development of digital technology below

As a pioneer in the cloud industry, Amazon is leading the way in advancing technology.Since adding cloud services to Amazon Web Services (AWS) in 2006, Amazon has continuously invested in the development of cloud services.

▲ Amazon Web Services annual sales and growth 2015-2020

Amazon is more focused on building the technology base. At the 2021 edition of Amazon Cloud Technology regarding the establishment of an international conference, Zhang Wenyi, Global Vice President of Amazon and CEO of Amazon Cloud Technology Greater China, spoke at the edition 2021 from Amazon Cloud Technology regarding the establishment of an international conference: “I believe that a change is necessary. An environment where cloud computing can provide many things, including metering, storage, and learning technology, is all separated by cloud computing. Today, Amazon has created a rich matrix of metaverse development tools with the cloud at its heart.

Amazon has started working closely with companies like Meta and Epic Games to provide weather services. At the YAMA Cloud Technology 2021 conference on creating an international conference, Meta announced that it will expand its partnership with Amazon Cloud Technology and use Amazon Cloud Technology's services to accelerate the property's research and development efforts. intellectual of the Meta AI department. PyTorch, the deep learning platform working on Amazon Cloud Technology, and the idea of ​​helping developers accelerate the building, training, deployment and operations of intelligence and experience learn the technology. Moreover, Epic Games, the creator of the metaverse game "Fortnite", has 350 million users worldwide and almost all of its operations are based on the release of Amazon's cloud technology.

12. Alibaba: Cloud computing leader dominance Awaiting more e-commerce apps

Metaverse has been recognized as the next generation of the Internet, and the Internet giant has taken some good steps. Ali's disposition in the metaverse dates back to 2016 when Taobao launched its VR retail feature and invested in AR unicorn Magic Leap. In 2021, Alibaba's transformation will become more frequent and continue to create a new "Cloud Mirror" name, XR Lab, and hire AYAYI to be the digital director of Tmall's Super Brand Day.

Overall, it boils down to two important tips.

Based on a combination of cloud-based cloud computing tools, we develop metaverse solutions, such as cloud gaming, and e-commerce based personalization, such as VR stores, VR hardware and virtual human marketing.

13. Microsoft: Metaverse Enterprise First Agreement and Precautions

Microsoft CEO Satya Nadella first announced the concept of "metaverse marketing" in a Microsoft Inspire speech, specifically the digital twin, "the digital world and the physical world". The Internet of Things (IoT) and reality are mixing.

Compared to Facebook's metaverse layout ideas (UGC content, relationship scene, family scene, work scene), Microsoft took the lead and focused on the direction of Facebook's metaverse layout. the company. After Facebook changed its name, Microsoft will repeat the concept of "metaverse marketing" at the Ignite 2021 technology conference on November 3, 2021, and highlight two key areas around the metaverse: Dynamics 365 Link, Mesh for Group announced.

With respect to the components of the Metaverse Research Framework, MicrosoftHardware, basic architecture, terms and conditionsThese three guides all focus on configurations and tools/platforms such as HoloLens, Mesh, Azure Cloud, and Azure Digital Twins to help consumers experience the integration of digital and cloud computing in the real world.

▲ Microsoft Metaverse

14,Google: AI Cloud Android played a key role in designing the Metaverse

▲ Mise en page Google Metaverse

At the Google O/I conference in 2017, Google proposed to shift its business strategy from mobile-first to AI-first, and since its inception, Google has become a leader in the print-to-print industry. AI R&D staff and more information. According to Sullivan's analysis, Google is in the development of AI. It is at the forefront of the tech giants' business in terms of technology power and landing capabilities, and has a very strong AI force. In 2016, AlphaGo gained traction in the market by overcoming Go player Li Shishi and supporting intelligence. This is an important step in the development of intellectual property. Behind AlphaGo is the Google DeepMind development team.

Google is the fourth largest public cloud service in the world. According to IDC data, in 2020, Google's share of the global weather market was 4.8%, followed by Amazon (46.8%), Microsoft (14.2%) and Ali (7.6%), ranking fourth in the global public cloud IssS. industry. Google's subsequent launch of cloud computing lags behind Amazon and Microsoft, and the process is now accelerating towards cloud computing by two leaders. With a mix of AI and cloud computing capabilities, Google is expected to play a key role in building the infrastructure at the bottom of the metaverse.

▲ Google metaverse layout

15. Baidu: certainly in the era of AI, actively improve the direction of the metaverse

At the current stage, Baidu's involvement in metaverse investment capital is generally caused by two things: intellectual property and access to hardware.

▲ Baidu metaverse layout

Baidu introduced AI first and slowly rolled out AI features. Starting with incident research, Baidu used AI before Ali and Tencent, and has now developed a comprehensive AI ecosystem.

1) Prior to 2010, Baidu's technology largely revolved around market research. From 2010 to 2015, Baidu continued to use AI technology and improve technologies such as NLP, translator, speech, graphs, charts, and learning technology.

2) In 2016, Baidu Brain was launched, and its artificial intelligence technology was released to the outside world, further supporting various industries.

3) In 2016, Baidu announced an in-depth study on flying paddles to improve its mobile ecosystem and improve exploration. up to -58% in 2019 respectively;

4) From 2018 to 2021, Baidu will continue to support the "cloud AI" concept by improving process and improvement strategies, as well as algorithms and counting the power of learning platform software and hardware in-depth Flying Paddle and Baidu Kunlun chip. supports its own AI system and other advantages, Baidu Smart Cloud, to achieve "integration of cloud and intelligence".

Now Baidu has developed a large-scale intelligence ecosystem with Baidu Brain as the core engine of the technology, which has been further deepened with the support of Flying Paddle Deep Learning Platform, Baidu Kunlun Chip, DuerOS Platform and Smart Hardware. AI-enabled cloud services with Baidu Intelligent Cloud as the carrier to accelerate the AI ​​industry across a wide range of end-customer AI technologies B.

16. Apple: Capable of integrating AR/VR devices

Apple's importance in the metaverse world is that it has the greatest potential to bring AR/VR devices, devices in the metaverse, into the mainstream. Compared to VR, Apple is enthusiastic about AR and has been silent on AR for a long time. As a technology leader in the era of mobile Internet, Apple has the advantage of having both hardware and software on PC. Power the hardware ecosystem from smartphone to AR glasses/earphones. Although the first AR devices have not been released yet, in recent years, Apple products, whether iPhone or iPad, increasingly support the release of AR technology.

When it comes to Metaverse Research Framework components, Apple nowHardware Access, Background Technology, Concepts and ScenariosThese three directions have a competitive advantage.

▲ Apple Metaverse Layout

Apple plans include two AR/MR headsets. One is a high-end universal AR/MR headset, which is expected to sell for over $3,000, for B end users only, and the other is for everyday use. Thin and light AR glasses are mainly for C end users.

According to Apple's existing setup for AR, complete closed-loop green prototypes have already been developed, including ARKit, RealityKit, Reality Composer, and Reality Converter. Operating System: ARKit 5.0. With the continued development of the ARKit series, Apple aims to help developers develop better AR enhancements, while integrating into the AR content industry chain and making the first closed AR developers.

Developer Tools: RealityKit, Reality Composer, and RealityConverter are native processors and developer tools released by Apple for developers, artists, and end users.

Compared to VR, Apple has clearly realized that the best of AR and has focused on configuration for many years, it has developed technology that includes key links and technologies such as chips, screens, optics, acoustics and sensors. . , acknowledgments and interactions, etc.

17,Huawei: Hetu, "the light of China" in design

Huawei's Metaverse layout focuses on the fight for the independence of the XR connected core and the development of the 5G industry standard. Regarding the XR, Huawei has not only issued patents related to chips, game controllers and VR headsets dedicated to the XR, but also integrated many of the technologies around it, such as 5G, cloud services and AI / VR /AR. "18 N" fine. Various types of research, development support and cooperation with sports enterprises have continued to promote Hongmeng's core ecosystem. When it comes to 5G, Huawei is the world's largest end-to-end design sponsor, and takes the lead in network-side, chip-side and terminal-side end-to-end design. . latest works.

As for the metaverse search framework components, Huawei nowOur focus on hardware and operating systems, core architecture and backend infrastructure focuses on layout.

▲ Disposition Huawei Metaverse

easy ability, Huawei is working on developing an open-source XR ecosystem with a mix of cloud-based OS HMS XR tools and hardware. Now Huawei is working on Root Launcher, XR Cloud, XRKit, XREngine and AOSP, Hongmeng OS, XR Hardware, AI, GPU. A stable base has been developed by API/NPU and other underlying features.

content creation tools, Huawei also announced Reality Studio, a special tool that allows users without technical skills to easily create content. Reality Studio capabilities include integration design, design, customization, and release management. The device also supports 3D mode conversion, Huawei will work with internal manufacturers to support the development of RSDZ mode, special 3D model mode in China, with the aim of pushing the Chinese 3D model model to the international standard .

With the update of recognized and received information, Huawei is developing the next-generation website, Holographic Internet.Following the transformation of recognition and data acquisition, Huawei believes that the next-generation Internet platform is the holographic Internet, and the key to Huawei's partnership to transform the digital world is Hetu Cyberverse. Huawei launched the Hetu Cyberverse project in 2018. Although the superficial concept differs from the metaverse, the goal is to create a world-class virtual world that seamlessly integrates with the real world and continues.

18 years old,Xiaomi: VR hardware layout focused on cloud game distribution is also evolving.

Xiaomi's VR hardware layout continues to evolve with a focus on the cloud gaming division.Xiaomi focused on VR hardware, and in 2018, in partnership with Oculus, launched the all-in-one Xiaomi VR, priced at just 1499 yuan, boosting Xiaomi's market share. Or they may not release new products after the cold snap, or they may launch smart glasses in 2021, indicating research into XR hardware is still ongoing. Popular among smartphones in VR hardware. Incidentally, cloud gaming is an integral part of Xiaomi's metaverse layout, which relies on giant screens. In 2021, Xiaomi and China Mobile will launch a "Cubic Meter" plan that will distribute cloud games based on user data collected from smartphones and TVs and additional access to the cloud gaming ecosystem.

Regarding the main points of the metaverse research, Xiaomi nowEquipment,theme and sceneThese two instructions focus on configuration.

▲ Xiaomi metaverse layout

In 2018, Oculus introduced the high-tech technology and Xiaomi came up with the potential products. The two companies jointly launched the Chinese version of the Xiaomi mobile all-in-one virtual reality called Oculus Go. The price is only 1499 yuan. Cold in the industry, Xiaomi has never announced new VR devices all at once.

Xiaomi unveiled the new "Xiaomi Smart Glasses Discovery Edition" on Weibo on September 14, 2021. It uses MicroLED optical waveguide technology to display the lens screen, allowing you to make phone calls, rent and take pictures. , translation and other features show that Xiaomi's exploration of intelligent VR hardware continues.

19,HTC : Build 5 VR product line, Develop Nurturing Content Lock Loop

Create 5 commercial VR products and create a closed loop on hardware maintenance points.HTC is the industry's leading VR hardware manufacturer, in 2015, the first Valve-integrated HTC VIVE headset display was launched. Aware, the company continues to integrate the content and platform ecosystem as the power of VR hardware to provide hardware. Create a virtuous circle of content.

When it comes to Metaverse Research Framework components, HTC is nowEquipment,theme and sceneThese two instructions focus on configuration.

▲ HTC Metaverse Layout

HTC is committed to creating commercial products on VR hardware.Currently, VR products are divided into five product lines, including Focus Series, VIVE Series, Cosmos Series, Pro Series and Flow Series, providing a wide range of entertainment, home office, desktop, education and training, presentations and other events. . 3888-12888 yuan. HTC also offers these products, and the two main products that HTC is currently developing are the Vive Face Tracker and the Vive Tracker.

HTC launched its first VR hardware in 2016 and was once the world's largest maker of VR hardware, with the industry's first third-largest market, and has a similar reputation among consumers and the industry.

20.valve: integration of hardware, content and energy platform

The benefits of Valve's metaverse layout generally translate to a good integration of VR hardware, game content, and the Steam platform.If the metaverse is divided into user metaverse and metaverse company, Valve has started to secure the hardware, content and platform to better develop the metaverse game. Half-Life: Alyx sets the standard for VR gaming, and Steam is now one of the top-grossing games in the world.

When it comes to components of the Metaverse Research Framework, Valve is presentMaterial elements, themes and scenesBoth of these tutorials have competitive advantages.

▲ Valve metaverse layout

Valve Index is Valve's average PC VR release for 2019., has a resolution of up to 144 Hz (test mode) and is equipped with a measuring instrument that supports five-finger tracking with a resolution of 1600x1440 monocular. The Index is a mid-range VR headset that costs $999 per bundle that includes the headset, controller, and base station, and requires a high-performance computer. Rare number of hardcore VR gamers. .

According to data from Steam, as of July 2021, the Valve Index VR headset has been in the top 10 Steam bestsellers for almost 50 weeks in total, including the last year. Also, coming out of SteamVR's top three products last July, third after Quest 2 and Rift S is the Valve Index (16.23%), and our model continues to make it into our top six for the last time. Salvation.

SteamVR supports Steam platform vehicles.Since the launch of the SteamVR platform in 2016, the number of VR games has steadily increased at a cost of 1,000 new games per year, becoming one of the largest libraries and sites in the middle of VR games.

03.

2022 wins the Universe

See the actual chapter in 5 different directions

The previous section identifies how the market will enter a different period in 2022. After 1-1.5 years, for example, after a different period, the mature product/form demand will be released once.

The Metaverse will feature new unforeseen events, new applications, and huge new developments. The last period of the different period is when the ice melts and the new shoots explode.

The time of 2022 is the best time to invest and invest. Place the futuristic unicorn in the era of the metaverse at the bottom left of the market. Combining a well-developed economy with the strength of China, metaverse unicorns can move in the following five directions:

1. Maintenance of new equipment (miscellaneous equipment and industrial chains) 2.Virtual users 3.AI as a new key to product development 4.Digital collection 5.Box Power: Base Architecture, Backbone Infrastructure.

The new material principle, XR, is the first but not the only metaverse entry.. The human experience is not just seeing and hearing, but also touching, smelling, tasting and smelling, and any device that can improve hearing can enter. Therefore, in the long term, material access to the metaverse must be diversified, and in addition to XR, there are smart headphones, touch gloves, somatosensory suits, brain-computer interfaces, contact lenses, exoskeletons , etc What all of these tools have in common is that they can improve user perception. It brings a lot of experience and interaction.

Finally, the human brain coprocessor / brain-computer interface recognizes the direct interaction between human and global information,However, at present, the application of brain-computer interface technology is still prominent in medicine. Neuralink, a company that studies brain-computer interfaces at Musk, is working on brain-computer interfaces and has made some breakthroughs. By implanting technology chips and data strips, brain symbols can be read directly via USB-C. to exist; 2020 Zhejiang University completes the first implantable cell-computer interface medical translation course in China.

▲ Hardware Terminal in the Age of Metaverse

As mentioned above, we mentioned the importance of hardware in the Metaverse era. The meta has already placed a hotspot and is very strong. It destroys the limited by Apple and other hardware companies and has developed its own ecosystem of software and hardware integration, as much as possible. Currently, Meta mainly focuses on VR practices. Meta Platform, Meta's parent company, joins the AI ​​team in the Reality Labs division, which develops AR and VR, although AR Glass launched on December 9 (at Connect 2021). ). The AR glasses project Nazare) was mentioned during the meeting, but the release date has not been decided yet.

Where Meta focused on virtual reality, Apple focused on augmented reality, which allows users to see digital effects in real environments. Apple's XR-related products are split into phases with the goal of launching the MR headset in 2022 and the AR light lens in 2024.

Material New Outlook in 2022: Metaverse's "see, hear, touch, smell, and hear" sensory puzzle is must-have.somatosensory apparatus: In order to offer consumers better value in the digital world, it is necessary to have tactile interactions and a good physical understanding. In December 2021, Meta Reality Labs launched a flagship product concept: haptic gloves. These gloves allow you to experience the real touch of a variety of objects in a virtual VR environment.

Additionally, Meta is exploring a combination of smart wrist and AI that converts the EMG signal from the wrist into commands and sends it to the device to recognize interactions, merge and control, and Meta will release Active Pack forQuest. Additional material, a new sweat-proof handle for Touch Controller, makes it easier to apply the Metaverse in the gym. Indeed, the hardware and video games that drive the anticipatory experience come first. For example, the modified somatosensory sports game "Ring Fitness Adventure", which became popular during the new epidemic, is a prisoner in which people play the somatosensory device Ring-the game and participate in activities.

The accessory components of the metaverse are diverse, and tone, taste, and memory are also key components of metaverse cognitive function. Compared with the United States, China has the best relationship and C-side terms and applications, Meituan, Pinduoduo, Douyin live video, JD Logistics, Didi Taxi, bike sharing, mobile payment, etc. are all unique to China. stylistic innovation. In the era of mobile Internet, China has introduced a strong subjective initiative in the realization and distribution of connectivity, such as the rapid growth of broadcast media in the form of the realization of cloud computing. . As the main purpose of completing the connection, it is expected that home users of digital virtual and digital signage (NFT) will benefit first.

Artificial intelligence (AI) is one of the underlying technologies and is also present in many backend frameworks. important factor of production.

The concept of product marketing has changed in the current internet age. In other words, the content of the product has changed. Starting with AlphaGo, Deep Intelligence capabilities have been significantly improved. As intellectual intelligence progresses from intelligence to knowledge, it will not be surprising to become "intelligent", able to simulate human thought or learning mechanisms, and to do more and more than human. Humans are not expected to be the most important innovators in shaping the future metaverse, and human intelligence can transform people in both dimensions, materials and demand, to play an important role in the making.

On the other hand, AI will play a constructive role in the metaverse.The metaverse can take a lot of data (3D scenes, 360 degree rendered scenes, etc.) Fine tuning It can reduce the cycle time and cost of outputting the metaverse.

On the other hand, provide quality content or personalized services:Artificial intelligence can influence human relationships to meet many human needs, such as AIGC (Artificial Intelligence Generated Content). Artificial intelligence creates concepts or applications of an instrument with self-awareness.

The AI ​​industry has grown rapidly over the past few years and many participants have flocked to the industry. Home participants can be divided into three categories.

1) The Internet market is represented by Baidu, ByteDance, etc., enterprises with information, strong in special operations, using AI algorithms to create seamless integration of trade competition and develop more border trade;

2) The technology companies represented by Shangtang Technology, Megvii Technology, Yuncong Technology and Yitu Technology, known as "AI Four Little Dragon" These companies are mainly dependent on technology exchange and participate in scientific research in the field of intellectual property , computer science. Vision, etc.; He gave excellent performances. From 2013 to 2015, with the rapid development of intelligence, we started the technology business.

3) Hardware companies with smart exchanges represented by Hikvision and Dahua Software These companies have been involved for many years and have deep and comprehensive customer experience. A smart upgrade of your hardware begins. Use smart skills to make a difference. for customer needs. The technology companies represented by SenseTime, Megvii Technology, Yuncong Technology, Yitu Technology and others are companies that represent the rapid growth of the AI ​​industry in this change and are the bone of the AI ​​industry. AI.

The development of the metaverse is based on "enhanced technology output", which is the main process required for the metaverse, including the 5G communication network.Networks, counting functions and algorithms.

Communication 5G: Metaverse has a higher demand for network bandwidth connections. 5G is a whole new development of existing mobile communications systems, and will become the basis for future new technologies such as intelligence and cloud technology, and can provide fast data, low latency transmission channel to the metaverse.

count power: The Metaverse will continue to bring serious expectations. The 5G era will lead to the growth of data, and the measurement of energy consumption and electricity demand will increase further.

cru: The effective distribution of power calculations is visual by edge calculation and cloud computing. The main features of the algorithm are as follows: 1) The amount of data in the metaverse era is very large, and to process the digital scenes, hardware access is required, backed by very strong data forces; 2) Devices represented by VR must also seek immersion, which will require light from the device and also limit the maximum amount of power it can transmit. Faced with the above inconsistencies, edge computing and cloud computing can be used as a solution to transfer data to the cloud, thereby enabling the computer of the external computer and making it thinner and lighter.

Back-end infrastructure companies have a wide range of businesses and a wide range of industries, but the main point is that they have focused on enterprise services, mainly company B, and enterprises Domestic and foreign enterprise B has a large competition and a complete competitive structure. Why it is worth exploring, and at the same time it was decided that domestic differences could be improved with the blessings of the internet, information technology and AI, and that will require capital important.

Science and technology have always achieved the goal of speech, the transformation is both gradual and recurrent. Progress in increasing the size of human hearing, Retrograde in mobility and finances. Currently, the development of the metaverse is still in the period of deep debate, and in 2022, there must be significant changes in the metaverse to end this debate.