What is the market prospect of VR panorama?

Representative companies in the industry: ByteDance; iQiyi; HTC Communications; Lexiang Technology; Manheng Digital; Ruiyue Information; Zhongke Chuangda; Migu Culture, etc.

< p>Core data of this article: China’s virtual reality (VR) terminal equipment shipments; comparison of mainstream VR terminal equipment

1. VR terminal equipment composition

Generally speaking, according to the configuration and In terms of usage, VR terminal equipment can be divided into three categories: host/PC VR, all-in-one head display, and mobile phone box head display. The configurations, advantages and disadvantages and application scenarios of the three are compared as follows:

2. Development history of VR terminal equipment in China

From digital accessories to independent terminals, VR all-in-one machines have become the industry leader *knowledge. In 2014, with the release of VR boxes by Samsung and Google, as well as the promotion of the domestic "Huaqiang North Series", tens of millions of consumers were exposed to the most basic form of consumer VR equipment. VR boxes are positioned as accessories for mobile phones. or peripheral products, whose calculation, transmission, storage, interaction, etc. all rely on mobile phones; in 2016, Oculus, HTC, and Sony successively launched consumer-grade VR glasses, marking the official start of the truly immersive VR experience for civilian use. A large number of start-up companies have released new products one after another, such as 3Glasses, Dapeng, Hyperreal, etc.; in 2017, Microsoft launched PC with Lenovo, Dell, Samsung, Acer, and HP

VR glasses, in 2019, valveindex was released; PCVR in Computing, storage and communication rely on PC, but display and interaction have become independent. PC

Although VR is regarded as a peripheral accessory of PC, its functions have gradually become independent.

In 2019, Oculus released the first-generation 6DOF VR all-in-one machine Quest. Mobile VR represented by Quest gradually replaced PC VR and became the mainstream of the era, and successfully promoted the consumer content ecosystem towards a positive cycle.

In 2021, domestic local VR manufacturers will launch new products one after another, and the pace of iteration will be significantly accelerated. Among them, Pico Neo3, Qiyu VR series, and Nolo

Sonic are the models with a larger share of online e-commerce platforms in 2021. The prices of new products are concentrated at 2,000~

3,000 yuan. With various promotion methods such as manufacturer check-in cash rebates and free content upon purchase, C-end sales have increased significantly. In 2021, domestic VR

all-in-one machines The C-side market share reached 46.1%. VR all-in-one machines have become the mainstream product type in the current VR terminal equipment market. According to data released by IDC, China's VR headset shipments in the first quarter of 2022 were 257,000 units, of which 228,000 VR all-in-one machines were shipped, accounting for Accounting for 88.9% of the overall VR shipments, Pico

Neo3, Qiyu Dream, and Qiyu 3 are the top three product models shipped in the consumer market.

3. Current status of China’s virtual reality (VR) terminal equipment market

my country’s VR all-in-one machine with independent computing power, independent interaction, independent display, and independent content platform has become the current mainstream virtual reality machine. Reality (VR) terminal equipment.

In the Chinese market, the main VR all-in-one manufacturers include HTC

VIVE, Pico, 3Glasses, Shadow Technology, DPVR, iQiyi, etc.; PC/host VR manufacturers The main ones include Lexiang Technology, Antvision Technology, 3Glasses, etc.; the main mobile phone box manufacturers include Baofeng Magic Mirror, Fireworks Workshop, etc.

Data from the Shenzhen Artificial Intelligence Industry Association and IDC show that China’s VR terminal equipment shipments continued to grow from 2018 to 2021. In 2021, China’s VR terminal equipment shipments reached 3.65 million units, a year-on-year increase of 13.5%. .

Note: The data for 2018-2019 comes from IDC, and the data for 2020-2021 comes from Shenzhen Artificial Intelligence Industry Association.

4. Comparison of China’s mainstream VR terminal equipment

At present, the parameters of mainstream VR equipment have met the requirements for basic experience, and the all-in-one machine format conforms to user interaction intuition. Compared with 2016, the hardware parameters of VR equipment in 2021 have made significant progress. In 2021, the monocular resolution of the head-mounted display will be increased from 1080p five years ago to 2K; the once high-end PC

VR’s unique 90Hz refresh rate has basically become popular in all-in-one machines; the 6DoF interactive monitoring method is adopted by Outside-in Switching to Inside-out is more convenient. Most BR all-in-one machines use Qualcomm chips; weight, field of view and other parameters have also been slightly optimized. The improvement of hardware parameters has become the basis for consumers to be willing to try a new generation of VR equipment.

For more detailed research and analysis on this industry, please refer to the "China Virtual Reality (VR) Industry Market Forecast and Investment Strategic Planning Analysis Report" by the Qianzhan Industry Research Institute.