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Industrial Investment Author of this article: Zhihui 2016-06-22
Baidu’s actions in the field of virtual reality are still relatively small,And seemed unusually calm。In Alibaba’s VR layout,All goals point to the Buy+(Prodigal) plan,The fundamental purpose is to deploy Taobao into the virtual world。Tencent seems to be suffering from entrance anxiety,We don’t want some embarrassing situations in the mobile Internet era to reappear in the VR era,So Tencent hastily released plans for VR。Tencent’s anxiety is actually a microcosm of all companies facing VR,On this new platform,How to play everything,Want to start over again,This is an opportunity,Also a challenge。
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Baidu’s actions in the field of virtual reality are still relatively small,And seemed unusually calm,Looks like just a card slot。The other two companies, Tencent and Alibaba, are making frequent moves。In Alibaba’s VR layout,All goals point to the Buy+(Prodigal) plan,The fundamental purpose is to deploy Taobao into the virtual world。Tencent seems to be suffering from entrance anxiety,We don’t want some embarrassing situations in the mobile Internet era to reappear in the VR era,So Tencent hastily released plans for VR。Tencent’s anxiety is actually a microcosm of all companies facing VR,On this new platform,How to play everything,Want to start over again,This is an opportunity,Also a challenge。

In any popular Internet technology segment,The shadow of BAT is indispensable。

VR is hot,Of course BAT is indispensable in this field,Baidu VR community launched at the end of May,To Baidu、Ali、Tencent has begun to deploy in the VR field。

In fact, this is not the first time Baidu has been involved in VR-related projects,December last year,Baidu Video has initially tested VR film and television content,And iQiyi, which it controls, as early as July last year,iQiyi releases a non-commercial VR application,Last month, the iVR+ virtual reality product suite was released,Start VR ecological incentive plan。

But nevertheless,Baidu’s actions in the field of virtual reality are still relatively small,And seemed unusually calm,Looks like just a card slot。The other two companies, Tencent and Alibaba, are making frequent moves。

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In Alibaba’s VR layout,All goals point to the Buy+(Prodigal) plan,The fundamental purpose is to deploy Taobao into the virtual world。

March,The Alibaba virtual laboratory, internally codenamed GM Lab, is officially announced,The first project after the establishment of the laboratory is the "Creator God" project,Join merchants to establish 3D product library,Realize shopping experience in virtual world。

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Existing information displayed,The laboratory has completed hundreds of highly detailed product models,The next step will be to develop standardized tools,Give every brand or merchant the opportunity to quickly build their own 3D product library。

At the same time,Alibaba opens its e-commerce resources to major hardware manufacturers,April 1,Dapeng VR becomes the first VR company to settle in Alibaba VR Lab。

Industry analysts believe,Ali hopes to use its own resources,Combined with major hardware manufacturers,Become a domestic VR standard,To rapidly popularize the development of VR,Also promote Alibaba’s Buy+ plan,Open Taobao into the virtual world。

In addition,Alibaba led the investment in AR company Magic Leap7.US$9.4 billion financing,Tsai Chongxin joins Magic Leap’s board of directors。This star company in the field of AR,The future commercialization prospects are worth looking forward to,One of them is e-commerce。

Of course,Another thing we cannot ignore is,Youtu, a subsidiary of Alibaba, clearly stated its plans for the future of VR content,Open the upload entrance for traffic,Spend 2 billion yuan for investment cooperation,Incubation technical content team,In addition, copyright purchase and advertising sharing plan are open。

After calling out video shopping for N years but with no substantial progress,Will virtual reality film and television content become a breach,This is still unknown。

Different from Ali’s clear direction of Buy+,VRZINC found,Tencent’s current layout in the VR field,A little messy,And there has been no substantial progress。

In Tencent’s layout,Including hardware part,Contains the platform part,There is also an application part,Looks very messy。

At Tencent’s Tencent VR Developer Salon in December last year,Tencent officially announced Tencent VR SDK and developer support plan,Systematic explanation of its plans in the field of virtual reality。

In simple terms,The core goal of this plan is to use your own game、Film and TV、Social、Live Broadcast、188bet app Resources such as maps,Build a comprehensive VR service platform,Connect Developer、Product、User。

Provide products to users,Issuing products and providing corresponding service measures for developers,If imported into Tencent social system、Advertising system and sales system, etc.。

At the same time,Tencent also talks about the hardware part,On the Salon,Tencent’s hardware solution is,First quarter of 2016,Launch of head-mounted display device (HMD) integrating sensors and dedicated screen,Mainly serving Tencent’s existing mini hosts and PCs,The consumer version of the product for ordinary users will be launched in the second half of 2016,The main service target is portable hosts,It was not until 2017 that Tencent began to develop mobile VR and all-in-one machines。

This solution covers three forms of current VR hardware,Host、PC、Mobile。But so far,After several rumors about Tencent’s all-in-one VR product in the market,The product is still missing,Tencent VR technical director Li Shuxin revealed in an interview,Tencent’s VR glasses CV equipped with a rechargeable mobile micro-host will be launched in the third quarter of 2016;VR products for ordinary users will be launched in the second half of 2016;Mobile VR and all-in-one solutions for mobile phones will be launched in the third quarter of 2017。

According to media reports,Skyworth and Tencent will release a split VR helmet within this year,The content is supported by miniStation, a game box cooperated by both parties。

Corresponds to this hardware plan,In April last year, Tencent announced that it would re-release Tecent OS, which had been abandoned for some time,And announced that this OS will be used for wearable devices、Own game console and future virtual reality equipment。

can be seen,Tencent hopes to build a system similar to iOS、Android VR platform,Do not rule out making your own hardware products,Do not rule out making your own hardware products,But more will rely on external forces,This will connect the entire VR industry,Use resources and、SDK and other access developers,Use TOS to 188bet app connect to hardware manufacturers,Tencent plays the role of connection in this。

Compare to this plan,Tencent’s other layouts in the VR field do not seem to be that important,For example, investing in Altspace VR, which brings social media into virtual reality、Zanadu brings travel into virtual reality。

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Tencent’s plan,It’s huge,But so far,Tencent’s plan has not yet been implemented,Almost nothing is known outside about its progress,The corresponding product has not been seen yet。

Based on the information obtained from VRZINC and considering various circumstances,Tencent’s VR press conference was actually,It was carried out in a very hasty situation,Compare to this plan,Tencent wants to show more of a high profile regarding the layout of VR。

And it is worth our attention,Tencent is targeting the entire underlying platform to enter VR this time,It is no longer the application we are familiar with、Games,Look at it from this point,Tencent’s approach seems very strange。

Look at Tencent’s nearly 20-year history,We use 10 years as the boundary,First 10 years,Tencent uses QQ as the platform entrance,Connect users and products,Mainly games,In the next 10 years, WeChat will be the platform entrance,Connect users and products,Mainly also games。

Among these,Tencent is always trying at the software level,But with the development of mobile Internet,The entrance seems to be slowly changing,Terminal>OS>ROM>The phenomenon of software begins to appear slowly,The entrance advantage of Tencent architecture in software is being disintegrated。

Take games as an example,At the mobile game distribution level,2013,Every Tencent product in 2014,Almost always tops the AppStor bestseller list,There is only one Dota Legend that can break through the blockade for a short time,But in 2015,NetEase’s Fantasy Westward Journey completely breaks this law,Causing strong and effective suppression to Tencent。

There are many reasons for this,The arrival of heavy-duty and high-quality 188bet app download products,Rising player demand, etc.,But more importantly, Tencent’s entrance advantage is no longer absolute。

At the same time,What we are seeing is Xiaomi’s MIUI app store,Huawei’s App Store,This type of architecture is in the terminal、The slow rise of ROM-level distribution platforms: Xiaomi Games’ annual revenue in 2015 reached 2.6 billion,Developers share 1.1 billion yuan,Game distribution reached 14.500 million。Data as of May 2015,The cumulative downloads of Huawei App Store have exceeded 10 billion times,Game center monthly revenue reaches 1.500 million yuan。

Also,The establishment of the Hardcore Alliance also illustrates the problem,On the bottom layer of traffic portal software,Tencent is gradually being bypassed,At the same time, the dispersed nature of mobile Internet traffic is not conducive to the convergence effect at the software level。

So,We see a re-release of TOS,I saw that Tencent, which has never made hardware, released a mini game console that connects mobile phones and TVs,Seeing that Tencent is moving towards a higher-level OS side in terms of a new generation of entrance VR,Even the hardware-side layout。

Synthesizing it all,Tencent seems to be suffering from entrance anxiety,We don’t want some embarrassing situations in the mobile Internet era to reappear in the VR era,So Tencent hastily released plans for VR。

Tencent’s anxiety is actually a microcosm of all companies facing VR,On this new platform,How to play everything,Want to start over again,This is an opportunity,Also a challenge。

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