WiMi Hologram Cloud Inc (WIMI)

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Meta Universe continues to explode, VR is becoming popular, and AR terminals will be the mainstream of the future market.

source
https://min.news/en/economy/487f9285738146503304351ac223cee6.html

2021-11-16 17:31 HKT

In 2021 , the AR/VR industry will take off again, with major giants betting that AR terminals will become mainstream in the future. Facebook founder Zuckerberg said that the development of the underlying AR technology is the top priority in building the next-generation computing platform. With the continuous iterative upgrade of AR terminals, the transformation and upgrading journey of the traditional Internet to the spatial Internet has already begun.


The highlight of VR is games, but AR is not that simple.
The AR terminal has always been regarded as the port product of the next-generation computing platform, and it may become the next mobile digital product that subverts mobile phones. Although there is still a long way to go in terms of hardware and ecological construction before AR glasses can completely replace mobile phones, the recent actions of major domestic and foreign manufacturers frequently indicate that the time has come.

It is understood that behind the AR terminal is a complex and complex content ecological use scene. The target is the ecological status quo under the iOS and Android systems. The technology behind the technology is more ecological construction and the creation of a new C-side business model. This is also Domestic and foreign companies such as Apple, Facebook, Microsoft, etc. have not yet determined the reason for the final AR consumer-level terminal form.

With big factories vacillating, the public's attention to the AR consumer-level field has been increasing year by year in recent years. From the movies "Top Player" and "Out of Control Player" to the popularity of the meta-universe concept in "Avalanche", it is not difficult to see that the time for consumer AR has come.

And AR/VR is the key to the meta-universe world. The hot topic of “meta-universe” has recently exploded, let us re-understand what is meta-universe, whether it is software applications or hardware manufacturers do not want to miss the meta-universe. tuyere.

"Meta universe" has become a hot new concept, not accidentally, but determined by a series of factors.
From the perspective of social factors, the coronavirus epidemic that began in 2020 has accelerated the speed of digital migration in human society and also accelerated the arrival of the "meta universe" era.


Terminal giants love AR.
Cook's love and determination for AR technology has been seen in the previous years.
In the past few years at least five years, he has repeatedly expressed the profound significance of AR technology on different occasions, but the outside world has not seen the presentation of very mature related technologies, and Apple is promoting the construction of AR developer platform year by year. .
He once said, "I think of AR as I think of the chip in the iPhone. It is not a product itself, but a core technology."

To this end, Apple has successively acquired companies involving core technologies such as sensors and displays. In 2017, Apple launched the ARKit development platform, but has not really shown related hardware products since then. At present, Apple has invested a research and development team of nearly 1,000 people to explore this new field. Both iPhone and iPad can use corresponding AR functions, and mature and complete AR/VR products are on the horizon. According to reports, supply chain sources claim that Apple's first AR headset has completed P2 (the second phase of prototype testing) and is expected to be mass-produced in the second quarter of 2022, and is expected to be launched in the second half of the same year.

Both OPPO and vivo have also invested heavily in AR glasses. During the previous MWC, both have shown related products. Vivo previously focused on office application scenarios; OPPO considered the use of AR glasses to replace giant movie screens, and launched an AR developer co-creation plan. Xiaomi recently launched its first smart glasses product concept, and its application scenarios include navigation, taking pictures, and real-time translation.

According to the Wisdom Bud global patent database, as of September 16, Huawei, OPPO, vivo, Xiaomi, and Apple's five mobile phone companies and their affiliates have all made patent arrangements in the AR field. Through further observation and analysis of the patents of various terminal giants, it can be seen that the current technical layout of the AR field among manufacturers has their own focus:

Huawei mainly focuses on communication technology, artificial intelligence, decoders, data transmission, etc.; OPPO mainly focuses on image processing, display screens, cameras, head-mounted devices, etc.; vivo mainly focuses on communication technology, wearable devices, cameras, display methods, etc. ; Xiaomi mainly focuses on communication technology, data transmission, display screens, message frames, etc.; Apple mainly focuses on displays, sensors, headsets, virtual objects, etc.

According to reports, WiMi Hologram (WIMI.US), a Nasdaq-listed company, has also been working on this AR track for many years. According to public information, WiMi Hologram was established in 2015 and has been committed to promoting the prosperity of 5G+AR ecological content. WiMi Hologram is currently the leading holographic enterprise in China. After six years of development, it has established a relatively complete holographic technology research and development system, holographic content production and storage system, and holographic commercialization system. Recently released a new AR head-mounted display (HMD)-"WiMi HoloAR Lens", which laid the foundation for entering the meta universe market.

On the whole, AR is also a member of the current “meta universe” concept, and it is expected that MR, which includes many converging technologies such as AR and VR, will become a trend.

Essence Securities believes that the disruptive revolution brought about by the first wave of computers will repeat itself in the VR/AR era. VR/AR will be the next generation of consumer-grade computer technology products after PC computers and smart phones, and its product form will be Follow a similar development route from PC computers (VR/AR head-mounted displays, referred to as head-mounted displays) to smart phones (smart VR/AR glasses).

According to statistics, more than 20 domestic AR/VR companies received financing in the first half of the year. IDC predicts that China's AR market will grow by 68% in the next five years. The global AR market is expected to reach 30.7 billion U.S. dollars by 2021 and close to 300 billion U.S. dollars by 2024.

According to Digitimes reports, an AR headset from Apple will be released as soon as the first quarter of next year. At that time, AR may usher in a blowout development on the C side.

A new technology cycle of Metaverse has begun, Are you ready?