According to the latest report of Global Augmentation and Virtual Reality Expenditure Guide released by IDC in early 221, by 22, the related expenditure scale of the global AR/VR market will reach 18.8 billion US dollars, an increase of 78.5% compared with 219. Affected by the global epidemic and the shortage of electronic components, coupled with the surge in user demand, the market scale has risen rapidly. From another geographical dimension, the proportion of technology-related investment in China's AR/VR market has exploded linearly again. In the past year, the scale reached US$ 5.76 billion, accounting for more than 3% of the global market, making it the largest market and the country with the largest expenditure.
hardware devices commonly used in virtual reality at this stage can be roughly divided into four categories. They are:
1. Modeling equipment (such as 3D scanner);
2. Three-dimensional visual display equipment (such as 3D display system, large projection system (such as CAVE), head display (head-mounted stereoscopic display, etc.));
3. Sound equipment (such as three-dimensional sound system and non-traditional stereo);
4. Interactive devices (including position tracker, data glove, 3D input device (3D mouse), motion capture device, eye tracker, force feedback device and other interactive devices)
Summary of VR/AR stocks:
Goer shares:
With the expectation of R&D and upgrading of core technologies, it has maintained rapid growth since its listing, with a compound annual growth rate of over 4%. And research and development, manufacturing and brand marketing of intelligent hardware such as virtual/augmented reality, smart wear, intelligent audio and robots. At present, the world's leading comprehensive competitiveness has been established in many fields. Founded in 21, the company is mainly engaged in the research, development, manufacturing and sales of precision components such as acoustics, sensors, optoelectronics and 3D packaging modules, as well as intelligent hardware such as VR/AR and smart wear. At present, it has established a world-leading comprehensive competitiveness in many fields.
Perfect World:
The company mainly explores new games such as VR/AR and cloud games.
Hengxin Oriental:
Mainly engaged in the production of CG and VR content and VR video, with high-quality R&D strength of VR products, experience in cooperative development of various large-scale IP, and continuous R&D investment in technologies such as VR, AR and AI involved in the company's strategic products.
Yishang Exhibition:
Brand terminal exhibition is a leading national enterprise in the field of virtual reality. The company's main business is to provide exhibition services for well-known enterprises at home and abroad, among which Huawei Group is the main customer, and its technology exhibition business has entered the fields of education and e-commerce.
Lianchuang Electronics:
The company is a high-tech enterprise specializing in R&D, production and sales of optical lenses for smart phones, smart driving, smart homes, VR/AR, etc. As one of the leading optical industries in China, AR has outstanding potential to become the next generation general computing platform, and the company will benefit.
Crystal Optoelectronic:
With its technical advantages in the field of coating, the company prospectively laid out the narrow-band filter at the receiving end of 3DSensing lens module and the WLO collimating lens at the transmitting end, becoming a supplier of narrow-band filters with mass production capacity in the world, second only to VIAVI in the United States.
Quanzhi Technology:
is a leading design manufacturer of intelligent application processor SoC, high-performance analog devices and wireless interconnection chips, which was established in 27 and listed on Shenzhen Stock Exchange in 215. At present, its main business is the research and development and design of intelligent application processor SoC, high-performance analog devices and wireless interconnection chips. In 217, it released the VR special chip VR9, which supports 3K dual-screen display and is equipped with a hardware-level VR special acceleration module, which can reduce the VR delay to less than 2ms, and has the characteristics of micro-power consumption and low heat generation, and has outstanding market position and competitiveness in the VR main control chip market.
Zhongying Electronics:
The market mainly focuses on domestic substitution of mobile phones, and domestic substitution changes are also taking place in other electronic fields where the supply chain relies on foreign chips, and the performance center in the later period is expected to improve;
Honggao Creative:
Gade Software Company, a subsidiary (51% equity), is the distributor and technical service provider of Autodesk, the originator of BIM technology, in China. Dongjing Tianyuan Company, a subsidiary of Dongjing Tianyuan Company, combined virtual reality technology with BIM technology to launch Dongjing Tianyuan Virtual Reality Business (DVR). The functions that have been developed at present include real estate roaming, virtual model room, industrial simulation, municipal planning, 4D and construction simulation. In the future, with the help of vr-platform such as Hololens, designers and customers can see the design results in person.
Meisheng Culture:
According to the annual report of the company in p>217, the company accurately cut into the fields of AR and VR, and cooperated with the leading domestic AR and VR content creation and publisher Creative Technology and the super captain of VR offline experience interactive platform to carry out forward-looking industrial layout in the field of virtual reality.
Jiachuang Video:
On the evening of May 1, 218, Jiachuang Video announced that the company had signed an industrial operation cooperation agreement of "VR+ Radio and Television" with China Cable, Tianwei Video, Guangdong Radio and Television, Guangxi Radio and Television, Radio and Television Network, China Digital Media Network, Hainan Cable, Yunnan Radio and Television, Shandong Radio and Television and Changsha Guoan respectively, and planned to launch "VR+ Radio and Television". Recently, the company signed the Strategic Cooperation Framework Agreement for the Industrialization Development of Virtual Reality+Radio and Television with the State Key Laboratory of Virtual Reality Technology and System, the State Key Laboratory of Information Photonics and Optical Communication, the National Radio and Television Network Engineering Technology Research Center and the National Engineering Laboratory of Digital Television.
Cixing Co., Ltd.:
The company holds 35% of the shares of Blooming Interactive, which focuses on the research and application of new media and virtual-real interactive technology, and has core competitiveness in the fields of intelligent interaction and virtual reality. It has participated in many 863 programs of the Ministry of Science and Technology and other national-level scientific and technological projects.
The company said that by investing in Blooming Interactive, it will acquire a large number of international advanced technologies in human-computer interaction, virtual reality, graphics, images and voice processing, laying a foundation for listed companies to enter the field of service robots.
Stormwind Group:
Stormwind Technology is a leading Internet video company in China, and Stormwind Mirror is a shareholding subsidiary of Stormwind Technology, focusing on the development and sales of virtual reality technology hardware products and the operation of software products. In terms of content, Stormwind Mirror cooperates with touch games, tourists' movies, Stellar Culture and Aofei Animation to enrich the content reserves in games, movies, theme IP and animation. Storm Mirror also released the Storm magic eye Panoramic Camera, which expanded the long tail reserve of content from the UGC (user-created content) level.
Aofei Animation:
Aofei Animation invested in the Virtual Reality Company of Time Machine, which is engaged in the production of virtual reality games, in the way of increasing capital and shares.
strategically invest in Noiten and Zelishi to create a new era of "IP+VR". Zelishi is the behind-the-scenes production company of Tianyi Luo, the world's first virtual singer who can sing Chinese. The creation and operation of more virtual idol images in the future will bring an interactive performing arts feast. Strategic shareholding in Lexiang Technology, occupying high-quality industrial resources. Lexiang Technology invested by the company is committed to the deep integration of VR content, hardware, software and platform. Its self-developed Dapeng series head-mounted equipment ranks first in the domestic market. In the future, the two sides will increase the depth and breadth of cooperation and enhance the interactive entertainment experience of users' families.
Zhongke Chuangda:
The company designs interactive systems and related technologies for VR manufacturers, which has core competitiveness. It cooperates with famous companies such as Qualcomm, Microsoft, Baidu and China Telecom, and establishes a joint venture with Qualcomm, with strong technical strength and scarce themes.
Xinwangda:
In the reporting period of p>217, in the field of intelligent hardware, the company took the opportunity to provide customers with consumer lithium batteries. In order to meet customers' one-stop purchasing needs, enhance customer stickiness and further deepen the multi-field cooperation of customers in the whole industry chain, the company swept the floor robots, electronic pens and VR
Jebsen shares:
On April 12, 216, the company expressed its continuous efforts in the interactive expression.
Lida Optoelectronics:
The products involve VR components, and it is currently the main supplier of Storm Mirror. The company cooperates with Shenzhen Wonderland Information Technology Co., Ltd. to jointly develop high-quality VR optical hardware and supporting algorithms, establish optical standards for VR equipment, promote the development of VR technology and application, and establish VR ecology.
Kangdexin:
Kangdexin Optoelectronics, a wholly-owned subsidiary, cooperated with ATASH to set up a special investment fund to invest in Ostendo Company, involving VR/AR technology products; Participate in the capital increase of Beijing Lanting Digital Technology Company.
GQY Video:
Invest in American Meta Company, a high-tech enterprise with R&D as its core, focusing on wearable augmented reality (AR) smart devices and ecosystems, and provide supporting platforms for AR smart glasses, SDK development tools and AR application software and hardware.
Gao Xinxing:
Ant Vision Technology is a pioneer of virtual reality in China, focusing on wearable devices such as virtual reality, augmented reality and holographic reality, and has world-leading technologies in vr-platform and software.
Beijing Junzheng:
The company's smart glasses scheme belongs to the augmented reality category. M2 processor was developed for China's first augmented reality smart glasses "Cool Mirror".
Zhongyin Co., Ltd.:
Acquired Eyesight to enter the field of AR control and master the motion control technology of AR.
Aerospace development:
On the interactive platform of investor relations, it is indicated that augmented reality and augmented reality have different meanings, the business scope of simulation companies involves virtual reality (VR), and the business company of augmented reality (AR) is in the process of research and demonstration.
Daoming Optics:
Participate in Nanjing Maide, and cut into high-end fields such as virtual reality (VR) and augmented reality (AR) helmets and security monitoring equipment.
Fenda Technology:
Participated in Alto Technology (2%), and its cool mirror belongs to augmented reality products.
Goer Acoustics:
Goer Acoustics, one of the two suppliers of p>Oculus lenses, shares in Gosong Optics.
Sanan Optoelectronics:
Mainly engaged in chips, LED products and virtual reality projection equipment.
Huali Chuangtong:
A virtual reality software platform has been developed, and the developed 3D modeling software can also be used in virtual reality technology.
Kaiying Network:
The VR ecosystem of "input device-content production/content platform-output device" has been initially constructed.
Digital video:
A manufacturer with a complete set of somatosensory technology can project digital content into holographic images and interact with the real world.
BOE A:
We focus on wearable smart devices, and at the same time, we have been tracking and researching different technical directions of new display technologies. We have accumulated a good technology in the field of virtual reality, which is helpful to cut into the field of virtual reality at any time.
Hikvision:
owns the first industrial stereo camera and industrial area camera in China, which can not only provide image data, but also provide depth information data. By using depth data, objects can be modeled in three dimensions, and the three-dimensional perception of objects can be realized.
Shenzhen O-film Tech Co.,lt:
On the interactive platform of investor relations, he said that the company actively explored the new trends of industry development and made some forward-looking layouts in the VR/AR field, but the investment quota of each project has not yet reached the standard of information disclosure.
Fujing Technology:
The company's laser crystal components can supply core AR micro-projector manufacturers.
Netpower Oriental:
Holding 15% equity of Zhongjing Vision, Zhongjing Company's vision is to focus on the next generation mobile computing platform. At present, the main products are VR and AR product lines.
Yasha shares:
pioneered the "VR decoration" business model, created version 2. visual customer experience, and upgraded the model of "Mushroom" Internet home improvement platform.
Pathfinder:
Pathfinder Interactive said in Shenzhen Stock Exchange that the company's wholly-owned subsidiary currently holds 1% equity of Zhongjing Vision, and Zhongjing Company's vision is to focus on the next generation mobile computing platform. At present, the main products are VR and AR product lines.
Guangbo Co., Ltd.:
On the interactive platform of investor relations, VR and online celebrity are new fields that Aili Fashion Network has made great efforts to explore this year, and the contents of previous fashion information will continue to be retained. The repositioned Aili.com will provide users with more colorful content around the theme of fashion technology
Lei Bai Science and Technology:
We have made research reserves for VR and other related technologies, and will consider integrating external favorable resources through cooperation and investment to expand the company's competitiveness in this field. V-series new products of supporting hardware peripherals developed by the company for the e-sports industry have received good feedback in the previous performance and user experience tests. Now the products have been sold in the market and the market has developed well.
Liard:
Beijing Liard, a wholly-owned subsidiary, and Qingdao Heijing jointly established Beijing Heijing Technology Co., Ltd., with a capital contribution of 15 million yuan, accounting for 2% of the total share capital. This joint venture company will mainly carry out AR and VR related businesses. The company has invested and laid out in the higher-end VR/AR field, and applied the technologies and products in this field to urban cultural performances, urban theme cultural experiences and other businesses. Take VR/AR as the key development direction.