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AR market scale will reach $2020 in 120 billion China's capital investment gold master
Time£º2016/7/26 10:32:43

When two months ago, a great god said the Kevin kelly said "virtual reality", most people don't realize. But in a late into the night, surrounded by thronged central park, hundreds of bend with mobile phone in order to get only a rare virtual elf, everyone understand something, that there was no difference in the real and unreal again, that "the matrix" and "minority report" depicted in the future, had come.

This exciting future: humans no longer distance, want to see, your holographic picture appear in front of me; The future is panic, you become the existence of information flow, into a chip, no more secrets.

Like computer, Internet, mobile phone, the world is in virtual reality it is called the fourth generation of the change of the major platform change, the impact of far-reaching far from today to end.

In this was set up in the future, China, China's capital, the Chinese market, has become one of the most important driving force.

Heard that a global phenomenon AR game "Pokemon" Pokemon (Go) won't be launched in mainland China, living in guangzhou Liu Sinan (a pseudonym) is rather disappointed. Prior to this, while she downloaded the game through offshore accounts, and plug-in guide yourself into the world at any time any latitude and longitude to catch blame, practice on the 20th level already.

Touching the pokemon, her chance to automatically open, can appear a little in her bedroom as the background in real space. But she is still not fully realized the magic game called it "a glimpse of the future". Players need to run to a specific location to automatically unlock, found in the bushes, museum, pond elves; It extremely addictive, to bring the server anywhere, launched two weeks otherwise it will has a lot of traffic accidents due to play a game of reports; Because sentiment, it quickly became a major advertisers even us democratic presidential candidate Hillary Clinton's campaign position; And the resulting is a week between nintendo game developers to outperform, and bring the company stable income of the next year or two.

Market data to predict, AR the market scale will reach $2020 in 120 billion.

Compared with "pokemon" game is blocked in China, in the other side of the ocean, China became the augmented reality (AR), investment at home to the most dazzling star. Based on Digital, according to data from the Capital in the first quarter this year worldwide in the field of AR/VR investment of $1.7 billion, including nearly $1 billion from China.

"There is no doubt that China's industry and China's capital has become the biggest source of funds in this round of augmented reality investment, for the early development of the whole industry provides the core of financial support." AR wearing META, vice President of one of the big three Ryan pampling Rodney (Ryan Pamplin) in the 21st century economic report in an interview.

An augmented reality in New York on the BBS, director of Augumented.com to full nearly programmer quipped, "if you haven't installed WeChat that can want to hurry!"

Smart Chinese capital AR highlands

"We are all bought by China, isn't it?" After the Meta received lenovo, tencent and other investment, a marketing specialist easily quipped in an activity.

With VR is slightly different, this year in the enterprise of overseas investment in a big way AR almost every one of them was the Chinese science and technology industry star.

In February this year, China's capital invested in a high-profile AR startup Magic Leap. Magic Leap a $793.5 million investment in a new round of financing, ali, Google is involved in the round. It's estimated that Magic Leap the valuations of at least $4.5 billion, and the recent will launch related AR products.

On June 8, in order to "create a new world" as the theme of the first global virtual reality congress opened in Shanghai, leading players including Meta, Microsoft live demonstration and sharing.

On June 9, lenovo wave-tech World science and technology innovation conference in San Francisco, specifically launching a lenovo cooperation with Google launched the World's first AR screen carrying a Tango smartphones PHAB2 Pro.

According to the surrounding the Tango phone will have a series of AR games, online games, including indoor version of Pokemon Go, shooter game and pets.

And on June 13, lenovo and other enterprises to participate in the silicon valley startups Meta $50 million B round; On June 15th, AR glasses in Israel optical solution vendors Lumus confirmed that received $15 million B round of funding, the management from China grand group and listed company crystal photoelectric (002273, shares).

"As you can see, this round of investment AR is a very good technology company, they know the market, and with the industry's giants, including Google, to get the same good projects." Sketchfab chief executive in with the financial times in an interview.

AR influx of venture capital investment into areas, especially with Google, Canon, qualcomm, big companies such as Microsoft, already the first consumer AR products on the market. Among them, the best known is the Google glasses.

In April 2012, Google released its first expand the real smart glasses equipment, leading the global wave of AR, but due to the high cost and lack the support of content in 2015 Google stopped the Google glasses "explorer" project. Pokemon Go though popular all over the world, but few Chinese domestic game companies are willing to develop AR. Investigate its reason, in the hand is popular today, most of the game company is not willing to risk into the field of AR, but also the lack of super IP like Pokemon.

Cic, tencent, shanda entertainment AR, wanda heavily layout

Although temporarily no domestic AR content production, but in fact these clever Chinese company has overseas layout good AR ecosystem of hardware - it's not hard to see, games and entertainment industry will become the first to try.

Local time on July 13, announced a series of institutions including the cic, for "pokemon" behind the mobile game engine Unity completed $181 million in financing, to this platform to continue in the direction of the function of the augmented reality and virtual reality.

Previously, tencent has been bought for $330 million in July 2012 the famous game Engine "Unreal Engine" (Unreal Engine) production company Epic shares issued share capital of 48.4%, which means that tencent has been a part of Epic say. Although tencent holdings is not more than half, have not formed, but Epic Games have been associated company tencent group, and tencent has the right to the Epic's board of directors to nominate directors.

"At present, the world's most common platform of VR/AR is two Unreal and the Unity game engine, and the early investment including tencent shows China's sense of smell and focus in the field." Virtual reality platform Sketchfab CEO Alban DE Christian noyer, (Alban Denoyel) in an interview with our reporter in an interview.

Outside of the game, the movie is in fact the future field of AR is its charm. "At the moment all Hollywood studios in cooperation with META talk consultation or, in the next few months there will be a lot of movie class AR project announced." META AR wearing equipment company's senior vice President of Ryan pampling Rodney (Ryan Pamplin) said.

"China's advantage in the field of film AR, including wanda, investors have to buy Hollywood cinema early, which makes the enterprise to stand again in the technology." Rodney pampling said.

Local time on July 21, wanda group's legendary pictures, has won a big hot mobile game "Pokemon" film rights, and will be with The mobile game developers The Pokemon Co. cooperation first live-action movie filming The detective Pikachu, fastest start production next year.

It is understood that in early April, there is a rumor legendary pictures, interested in buying Pokemon GO film rights. Legendary pictures in January by the Chinese entertainment giant $3.5 billion acquisition of wanda, adaptation of Pokemon GO live-action movie is its being bought less than a month since the third important agreement.

AR industry development to start

Overseas m&a is fierce, but domestic enterprises still appear to be slow. Signia venture company executives in silicon valley Sunny Dhillon after inspection in China, said China's domestic augmented reality apparently ignored. Magic Leap, Google Tango project and Hololens was never discussed. Outside the entertainment, VR/AR in the enterprise, medical, communication and the application of education should also be strengthened.

But just come back from China Ryan pampling Rodney doesn't agree with this view. As an American, he said, wearing a vendor, META already and Chinese ministries and the private sector specific projects discussed. "The Chinese government is studying how to AR technology into education, security, medical and other fields, and has already started to arrange special scientific research personnel and META team for r&d cooperation." Ryan Rodney pampling said to our reporter.

In Ryan pampling Rodney's opinion, the most significant to the development of China's AR of the education market. Developing visual, interactive example to study the human body structure or physical movement rule, the most appropriate.

Although in the short term difficult games like Pokemon Go boutique, but AR technology application range is very wide, for example, ali VR laboratory is established early, hope that through "god of creation" plans to accelerate the realization of the shopping experience of virtual world.

"For now, AR technology worldwide in the first beginning. Now some more advanced technology in foreign countries, but the future no matter China in AR use scale to the real innovation, is likely to surpass the United States." Ryan Rodney pampling said.