VR Indusrty Is Still Unstable

In 2016 CES, there are more than 40 booth display games and virtual reality related products. 2017, CES VR / AR exhibitors on the total number of more than 90, compared to last year more than a lot.

But the CES VR / AR exhibiting hot does not mean that just the past year, the industry has a dazzling results.

CB Insights, a venture capital data analysis firm, has released a report in the field of VR. The data show that the volume of transactions in the VR area in the first two quarters of 2016 fell significantly compared to the fourth quarter of the year, with Q2 trading down 38% in 2016 compared to the peak, while continuing to decline the trend of.

Known as the “VR first year” of 2016, may be some of the over reputation.

CES VR exhibitors are still dominated by the first show, but several big giants, such as Oculus, Sony PS VR and HTC Vive are not introduced new products. Oculus to Intel in a sofa with Rift head, the game notebook out of the show, Sony is only released 16 years a year of PS4 sales data. HTC Vive is not released second-generation products, just bring new accessories, sound will continue to promote the line layout.

AR, the end of 2016 due to false advertising storm ignited Magic Leap products bounced, Meta and Microsoft HoloLens is also the identity of exhibitors, there is no separate booth.

Although the giant is not much movement, but the CES on the VR producers are very active, from the mobile VR, one machine to the AR glasses, exhibiting hardware is still dominated by the first show.

For example, the bird to see the release of the VR one machine Pico Neo Consumer Edition, as well as a tracking kit. Big friends brought a new PC helmet E3 and space positioning program E-Polaris, 3G glasses on display the first generation of consumer version of the blue Po S1 set and 3Wand interactive package.

But can be said that the first significant and not too many surprises, but with the industry-related accessories more worth seeing.

Giant, HTC brought the Vive tracker Tracker, wireless VR upgrade kit, Vive Chang listen to smart headband and promise to Teng cooperation to launch Hi5 gloves.

 

Panoramic camera is an important part of the exhibitors. Insta360 brings a 8K resolution Insta360 Pro camera, which is designed for 360-degree VR movie design, priced at 3,000 US dollars. Compared to Nokia’s OZO up to 32 million yuan price, Insta360 Pro camera more “civilian”, or will be able to better promote the VR content production.

 

2012 and 2013, the capital of the VR industry investment events were only 1 and 4, the amount of investment is almost negligible. But by 2014, the investment event and the amount of investment rose to 17 and 270 million yuan.

2015 and the first half of 2016, investment in the event respectively rose to 57 and from 38 onwards, the amount of investment reached 2.4 billion yuan and 15.4 billion yuan. However, in the second half of 2016, access to investment institutions favored VR companies have been very few.

 

IResearch report also said that the current domestic VR industry, the number of companies in 100 or so, but to get more than B round of financing of not more than 10.

 

Start-up companies difficult, in addition to financing difficulties and profits will take time, as well as pressure from large companies. To the content, for example, the light media, China policy film, the digital kingdom, love Fantastic Art, Youku, micro whale, etc. have entered the bureau, large companies have their own resources for entrepreneurs is a development barrier, Their accession, IP royalties, etc. also with the rise. At the same time, some of the hardware companies, or “wait and see” stage of large companies, then choose the injection of funds or platform to provide benefits such as to join the industry.

Capital cold, the market demand is not high, one after another, some companies have begun layoffs rumors. Impact on the industry, than the storm layoffs and Mito entertainment wages.

A practitioner who has joked: “Of course, today’s VR manufacturers do not have a good day of the box,” he said, “I do not know how to do a good job, , More than those who entered, the product profit margins are squeezed, the money earned less and less. The most profitable line of experience may also be a good shop is not good.

 

Daydream introduced a “reference design” for the mobile VR headroom, meaning that some of the more complex VR hardware and software vendors will be impact squeezed, but another point of view, Daydream to the mobile VR a unified Standard setting, the hardware market is no longer uneven. But this is only the beginning. At present, the mobile VR market is still confused, in line with Daydream standard very few phones.

Google daydream view

The three giants have also shipped to the mire in the winter of the VR market hit a dose of the heart. But at present, Sony PS VR, HTC Vive and Oculus Rift specific sales are still unknown.

After that, Microsoft introduced the general VR head display solution Win10 VR, on this basis, there will be more performance is better, while the price will not be too high VR head appears, these products will become real consumer products.

In terms of content, Oculus Story Studio VR animation “Henry” (Henry) won the first VR film history Emmy, is also a memorable VR event.

In 2017, VR also what may be the development

Accessories or feasibility
From the beginning of 17 CES show, this year, with the VR-related accessories or there will be new room for development. On the one hand, 2016, there are a lot of rumors that Microsoft, Oculus are studying the new VR controller, and CES on the giant HTC Vive do not hurry to push new products, but to start with the accessories, from wireless devices to Headset, VR gloves; Although the show is still the first show was mainly, but there have been a lot of good accessory products; the other hand, the current VR market, there have been many products, but only the first significant experience is more limited , In this environment, cut into the accessories market or have some room for development.

IResearch has produced a report on the 16-year VR industry. The report mentioned that the current content of about 3,500 VR platform products, and mobile-based mobile phone box lack of interactive features, mainly based on ornamental video and pictures. With the increase in VR accessories and the standardization of mobile VR development, 2017 or will be a good time for content creation.

Benefit chip manufacturers
In addition to accessories, catch the VR tide profit, there has been unknown to the chip manufacturers.

Whether it is VR / AR head are required to match the use of strong computing power, and for clear computing power, game content display, chip manufacturers, graphics manufacturers are more discourse.

In a VR-related conference in 2016, Intel’s director of technical sales, Gao Yu, said Intel could offer high-performance CPUs and GPUs at the same time as one of its strengths in the VR space because only CPUs and GPUs have enough performance Powerful to give users the best immersive experience.

2017 CES, Intel, NVIDIA, AMD and Qualcomm also brought a new chip processor. Fan love child article “virtual / augmented reality behind the hot, more like a chip makers wars” , the problems mentioned in the VR chip makers upsurge in how the layout.

With the rise of mobile smart devices, PC market gradually depressed, but the new demand there, from artificial intelligence, virtual reality and other new areas for the chip to bring new business opportunities. Nvidia also said in 2017 CES, 2016, British stock up 230%, net profit reached 1.2 billion US dollars.

Vertical field: VR + scene
Virtual reality technology floor, is in different areas to provide different use value. In 2016, VR + such as real estate, live, games, tourism, marketing and so has some success.

16 years, VR game has a lot of content, according to Ereli statistics, there are at least about 3500 VR games; with the voice of the first year of live, there are many companies are trying VR live, but the signal Transmission and bandwidth costs and other issues, not yet a lot of explosive power. Alibaba in VR shopping on the try, Buy + has just launched to attract a lot of vision. In the real estate and tourism, the current focus on viewing panoramic video and other aspects of this.

Buy

With the further development of 17-year VR, VR in vertical applications will be more in-depth, or no longer simply provide a simple viewing, entertainment, advertising, will also be in the medical, industrial and other industries to assume more functions.

AR in the industry application of the sound seems to be greater. For example, Microsoft last year for the world-renowned elevator manufacturer ThyssenKrupp company, provides 24000 HoloLens, these devices will be used to help the company’s technical staff more efficient handling of elevator installation and maintenance and other related issues. Volvo engineers in Sweden have also been using HoloLens to interact with virtual components. Domestic manufacturers of the wind R & D AR for a number of enterprises to provide technical assistance.

Although the second quarter of this year is not optimistic about the form of investment, but CB Insights investment in AR transactions this year is still bullish, and is expected to be 40% increase.

All-in-One and Mobile VR
2016 Shenzhen Huaqiang North’s war machine with the phone box, the machine defeat . Although these two products are currently unable to provide excellent VR experience, but one machine price higher than the mobile phone box, under the price war, one machine into development predicament.

One machine compared with the phone box, with independent computing unit, there are more interactive may be its obvious advantages, although at present, one machine experience has not been able to achieve it and the VR box is completely different Open standards, and hardware performance, lack of content and so have a relationship.

At the same time, but giant in 16 years to start with one machine, such as Intel Alloy , Oculus Cruz one machine the Santa .

Overall, the phone box can not meet the needs of more experience, PC VR and experience the environment has a high demand, one machine has a lot of potential users in fact. Of course, the premise is that hardware performance can keep up, one machine to get rid of the magic box as mobile phone box.

Although the bombing incident had a significant impact on Samsung, but the mobile VR, the Samsung Gear VR is still the main force. Mobile VR as an important virtual reality products, is still in the early stages of development of the VR market is very important, of course, this market does not require the proliferation of shoddy mobile VR products.

After the hustle and bustle of calm, death or opportunity?

Since 2014, Facebook spent 30 billion US dollars (in 2014 broke the price of 20 billion US dollars) acquisition of Oculus, the virtual reality calls will be growing. Some people have been fighting in this industry have repeatedly stressed that “VR is the future”, and some people in the development of bottlenecks, began to expand other businesses, but also offline experience store because of poor management options to sell equipment, leave the industry.

In May 2016, the Commission suspended the definition of cross-defined, VR industry was covered, followed by Mito entertainment payroll incidents and the demons of the demon layoffs seem to continue to promote the 16-year VR from the fiery scene to get out , Tend to calm.

17 years to just come, there is a new message that foreign do virtual reality multi-task operation software development Envelop VR company closed down.

The VR / AR investment trend report released by data analysis firm CB Insights shows that despite 16 years of declining investment in the VR sector in the past two quarters, the transaction volume has increased by nearly 42% over the same period last year, 90%.

CB Insights believes that while the overall VR market is still in the early growth period, although the development is not as rapid as the previous year, but in accordance with the current trend of development, VR aspects of trading volume is still a certain upside.

Recently, Zuckerberg in court ZeniMax against Oculus lawsuit that the VR is not as he originally thought it was mature, really good virtual reality products may take 5 to 10 years to appear.

There are also relevant sources, the market for this industry’s attention is a good thing down, so practitioners can be more settled down under the heart, more calm and do the early work.

Baidu released artificial intelligence operating system DuerOS

At this year’s CES show, Baidu released its artificial intelligence operating system system DuerOS, also announced at home with small fish to reach cooperation, small fish at home is the first equipped with Baidu DuerOS artificial intelligence manufacturers. Baidu said that this is the first time the introduction of dialogue type artificial intelligence operating system, Baidu is an important strategic product of artificial intelligence. DuerOS emphasizes the interactive nature of voice conversations through natural language. At the same time with the cloud of the brain, can always learn evolution, become more intelligent.

 

DuerOS is an open operating system, in addition to access to artificial intelligence robot, you can also support mobile phones, TVs, speakers, cars, robots and other hardware devices, while supporting the ability of third-party developers access.

At the same time, Baidu announced a strategic cooperation with small fish at home, small fish at home will be the first attempt DuerOS manual operating system vendors. The two sides said they will be available for the Chinese market in the spring equipped with a new DuerOS “fish at home” video intercom robot. Equipped with a DuerOS system at home video intercom robots, users simply use the wake-up word “fish small fish”, you can achieve through voice dialogue to complete the playback music, broadcast news, search pictures, find information, set the alarm, called Take-away, chat, control the family of intelligent hardware devices and other secretary functions.

You can also wake up multi-party video calls through voice conversations, voice mail and other family social and communication functions. Combined with 360 degrees on the face of the hardware automatic identification tracking, 8 m pickup and other capabilities, to achieve “liberation hands” experience.

The two sides believe that the robot will be the world’s first voice, screen and camera multimodal interactive experience of innovative intelligent products, is the first combination of communication and home social networking capabilities of the family of intelligent terminal products.

Small fish at home hope to continue to focus on the Chinese market and China’s home use scenarios. According to reports, the two sides will continue to launch after the Spring Festival series of products.

China Unicom opened two submarine cables to connect Europe, Africa and Asia

China Unicom today officially announced the Asia-Europe 5 (SMW5), Asia-Pacific direct access (APG) submarine cable has been officially opened in the near future and put into use.

Two submarine cables in the Singapore neutral POP (network service point) interconnection, opened up the Chinese mainland, Japan, South Korea and other Asian countries to Africa, the direction of the large bandwidth of the channel, 100Gbps (12.5GB / s) In one second can transmit two or three 720p HD movies.

Asia-Pacific direct submarine cable from China Unicom joint domestic and foreign operators to finance the construction, connecting mainland China, China Taiwan, Hong Kong, China, Korea, Japan, Vietnam, Malaysia, Singapore and other 8 countries and regions, the system design capacity of more than 54Tbps, Singapore neutral POP point.

Among them, China Unicom in the domestic Shanghai Nanhui landing station, while in Shanghai Chongming, Hong Kong also has landing points.

China Unicom has participated in the construction of Asia-Europe 5 submarine cable in 19 countries such as Singapore, Malaysia, Indonesia, Bangladesh, Sri Lanka, Burma, Pakistan, Djibouti, Saudi Arabia, UAE, Egypt, Turkey, Italy and France. Capacity of 24Tbps, direct extension to France, Italy, Singapore neutral POP point.

With the success of these two submarine cable opened, China Unicom will be “Maritime Silk Road” extended to Japan and South Korea, opened the “Silk Road on the Sea” a new era of information highway.

China Unicom opened two submarine cables: 100Gbps connection Eurasian

According to China Unicom’s global network planning, Asia-Europe 5, Asia-Pacific direct access to the submarine cable will be open to the upcoming Asian and African Europe on the 1st (AAE-1) submarine cable to achieve the dual direction of Asia and Africa to protect each other.

Yemen and Asia-Europe submarine cable will be connected to 14 countries in Singapore, Malaysia, Myanmar, India, Pakistan, Qatar, UAE, Oman, Yemen, Djibouti, Saudi Arabia, Egypt, France and Italy. Access to Indonesia, Sri Lanka, Bangladesh, Turkey.

The completion of several submarine cable will improve China Unicom in the direction of the Asia-Africa international network layout, reduce communication delay, will also greatly enhance the overall network communication capabilities and security.

X370 XPOWER GAMING TITANIUM

Intel 200-based motherboard and 7th generation CPU has a grand debut, but still nothing to enhance the toothpaste, so we look for hope in AMD body, that is to say there is a long, long time RYZEN CPU, and It is said that the top RYZEN to about half the price war i7-6900K, it is still very good. Today, the United States Las Vegas CES2017 above, MSI on the first show of the RYZEN 300 series motherboard with a look at how the work materials.

And we started off when the display of the MSI Z270 from the same series, is to limit the overclocking as a selling point of the XPOWER, at least that RYZEN is certainly open overclocking. MSI X370 XPOWER GAMING TITANIUM appearance almost 90% followed this series of design, when I first saw the Z270 is a mistake to see … the most obvious feature is AMD’s CPU base, this is one I can identify / N the biggest feature of the motherboard.

DDR4 Boost, Audio Boost, lightning USB interface supports USB 3.1 Type A & Type C, M.2, dual CF / SLI, three-way CF, a variety of the latest types of interfaces are equipped.

From this generation, APU and RYZEN share the same interface, you can work on the same motherboard. This means that if you do pre-APU to do the transition, the future can be upgraded to high-end RYZEN without having to replace the motherboard, which is done very well. I hope AMD will allow the service life of this interface to extend, like FM1, FM2, FM2 + a few years ago, the frequency of replacement is still relatively high.

This is the high-end X370 chipset motherboard, which is certainly not less support for multi-card, provides three PCIe slots, the above two have alloy solidification design, can enhance the strength of the slot to support dual SLI and the highest Three-way CF. Also equipped with two M.2 SSD interface, this interface is now more and more fire, certainly not backward, but did not use the Z270 XPOWER M.2 SHIELD design.

I / O interface, the most important is the lightning interface USB 3.1 Type A and Type C, and DP and HDMI display output, is prepared for the APU.

B350 is the mainstream class AM4 slot motherboard, and positioning is similar to the original 970, A75, this chipset sales will theoretically be the highest generation.

There are also four memory slots, I / O interface does not use USB 3.1, but after all, is the mainstream level of the motherboard. VGA output interface, very take care of old users. Indicating that this generation of APU can also support VGA output.

These are the heavy new products MSI booth, after all, is the first public display AMD 300 series motherboard manufacturers, and look forward to the full evaluation of RYZEN it.

Sharing bicycles business will break out in 2017

The second half of last year’s popular bicycle sharing, leaving a clear impression to the outside world: aside from the cost of repairer, low prices encountered bad weather and unexpected damage even second-hand platform for recycling, it seems slim profit margins or earnings cycle long.

In contrast to public perception, the capital market enthusiasm for the sharing of cycling all the way higher, in addition to pioneer Mo worship, small-ming bike, small blue bicycle, Youbai cycling, white bicycles competing to reach, Ali, drops, millet and other well-known Internet company’s presence.

It is not difficult to see that, in the interests of no early investors than anyone else, despite the shared bicycle weather and other force majeure factors, as well as man-made destruction and other social bad habits, but with the massive high viscosity users compared to the great prospects Not worth mentioning, or loss within the bear range is more accurate.

On the one hand, the sharing of bicycles is a multi-scene high-frequency demand, in addition to the campus, shared bicycle can also be used for large residential areas, parks, shopping malls and other scenes, and travel is the user just need to travel up to hundreds of millions of times a day; , The sharing of bicycles can not only effectively solve the big city congestion caused by travel problems, and can save the road space, compared with the open car, each bike can save 9 square meters to the road.

Despite the current regulatory policy is not yet clear, but the face of this cycle of low-carbon bicycle sharing, saving space for the road keeping up with the trend of the times the way the government will promote, encourage bad, but at least not forbidden. Therefore, all kinds of good to promote shared by the crazy pursuit of capital markets, not only into the game more and more players, and access to 100 million yuan financing has become almost standard, and investors are not a small head.

It is foreseeable that 2017 will be an important year to share the outbreak of cycling, which proves the overestimation of the share of bicycle market competition fierce, exactly that sharing bicycles are still in the staking stage, from the battle is too early , The latter has been clamoring for “within 3 months to end the cycling war.”

It is undeniable that the share of cycling industry in the influx of hot money has become more powerful, has a considerable influence in the first-tier cities, but I still have to share in the rising stage of a bicycle spilled cold water. According to past experience, a popular field from obscurity to capital pursuit and then to the rapid cooling, although entrepreneurs quit or transition for different reasons, but the capital is undoubtedly an important factor can not be ignored, even with “capital is also capital failure” to Described is not excessive.

Right now, shared coiled by the capital has been opened to expand the mode of madness, with the continued into the new city, the number of cycling climbing, the profit is not a priority for the sharing of cycling players, the cash flow is undoubtedly a huge test. In addition, I think that shared cycling in Happy Valley enclosure process there are three major worries.

First, the blind pursuit of expansion and slack product standards

Entrepreneurship is fast not broken, especially when competitors rush to the entrepreneurial business growth rate of higher demands, shared bicycle is also true. Uphold the capital will not slow down the expansion of the pace of the players, the new city to speed up and increase the intensity of vehicle delivery is to enhance the user volume and activity, the two key indicators are the focus of competition to share bicycles. However, shared bicycle is not burn money will be able to solve all the problems, pre-burn more, the greater the cost of inputs, the later issue may be more serious.

On the one hand, the sharing of bicycles by the capital ripening may be in the details and product quality is difficult to control, and hardware products usually take time to uncompromising attention, while cycling riding experience and riding safety has always been the focus of user attention. Whether it is self-built factories or hand bicycle manufacturers, most of the current share of cycling players did not enter the bicycle supply chain, master the right to speak of manufacturing bicycle is out of the question, leading to large-scale production is missing, inevitably defective.

On the other hand, the more the burden of sharing the more heavy cycling, to some extent limit the follow-up development. Sharing cycling players need to be considered is that shared cycling can be improved through the upgrading experience, optimize costs, but also before the large-scale cycling as a burden, and only properly resolved in order to achieve sustainable development.

Second, the sharing of cycling operations did not give full play to technological superiority

In the capital under the help of shared cycling has always been a fundamental breakthrough in the user experience, bear the brunt of finding a car is difficult, because the technical advantage is not fully exploited, and O2O early subsidies, red envelope fame and criticism of competition The level is too low is exactly the same.

On the surface, looking for cars and cycling density is directly related to, but in the final analysis and cycling strategy. At present, the sharing of bicycles mainly concentrated in the important transport hub and the central business district, the dead of night and then manually through the chaos to stop the random cycling to regular parking place. In other words, shared bicycle mainly based on experience-based, technology does not effectively intervene.

I always wanted to Tucao point is that sometimes not because of bicycle to find a car less, but its location on the map shows inaccurate or not in time display, the use of bicycle in the process of convergence is particularly evident, which is not immature technology is not without relationship. In my opinion, sharing the intensity and speed of cycling is important, but the essence of Competition is the operation, that is trying to optimize the user experience to enhance user stickiness, which plays an important role in technology.

For example, shared cycling players can understand the cycling trajectory and distribution through big data, the former can know the hot starting place, which can be informed of illegal parking “hardest hit.” Based on information transparency, it can be more popular in the starting point of the bicycle, in order to fully meet the needs of users, and the “hardest hit” users to push the direction of civilized parking warning to reduce post-maintenance costs.

In fact, the shared bicycle market is bound to be a protracted war or marathon, riding cycling CEO Zhou Hai has said that the physical product is a jogger. This means that run fast business model run, and simply by virtue of explosive power may not be able to laugh at the end, only the strength and patience of the players to the ultimate winner, day-to-day operations play a technical advantage is particularly important, its application areas far more than In cycling and governance illegal parking.

Third, the uncertainty of government regulation

Cycling is always the core of cycling operations, shared bicycle and government-led planning and implementation of public bicycle riding experience is almost the same, the advantage is to play mobile Internet convenient features, no substantive innovation, if you have to hook with innovation , I think the biggest innovation is to share the cycle to cancel the parking pile. At the same time, although the sharing of bicycles full of commercial color, but its low pricing, medium and short-distance green travel, so that the public property is better than commercial properties, and public bicycles to form a positive competitive situation. As a result, the Government’s attitude towards the sharing of bicycles is of paramount importance, making it the largest variable affecting its prospects.

On the one hand, the App to replace the traditional car to pay the deposit to pay the way to do the card threshold is not high, the Government can do it, but also wielding administrative sticks to suppress the operation of the market share of bicycles, the latter parry; , With the increasing number of shared bicycles, illegal parking caused by social problems for government regulation to provide sufficient grounds. Although the attitudes of regulators have not been clearly defined, it should be clear that shared cycling players are more proactive in working with the government than barbaric growth. Moore, ofo, Hellobike and the local government have reached a cooperation, mainly to the designated parking area based, although with its shouting “anytime, anywhere with the ride”, “stop with” and other slogans contrary, but this one Compromise is conducive to the smooth conduct of business in the local.

In fact, shared bicycle in some cities has led to the rapid development of the involvement of local regulatory authorities, Chengdu, Shenzhen introduced the relevant parking regulations or parking requirements draft, but in view of the shared bicycle has not yet infiltrated the country and have a huge impact, Chengdu, Shenzhen supervision Policy on the overall expansion of the shared bicycle has little effect. In my opinion, as the new field of travel things, shared bicycle regulatory path may be similar with the network car, that is, in the country blossom results in social hot and government concerns, the introduction of state-level regulatory regulations around the re-introduction of the relevant rules. This means that the future shared cycling fate remains variable.

In short, the 2017 shared bicycle will usher in a large outbreak, but high-speed expansion will often cover up the development of the shortcomings of the product quality, technology must be in operation, regulatory policy trends and other core issues doubly concerned.