This year, it was once called the vr first year by the investment community and industry. Recently, Zuckerberg, the founder of Facebook, who started the vr tide, said that he regretted the decision when he talked about the $2 billion acquisition of the Oculus team. “We used a lot of money to acquire the Oculus team. If we can better build some expertise and develop it internally, then maybe we don’t need M&A. The task as an executive director is not to do these crazy things. ""
Another news related to it was the layoffs of Stormwind's vr business, which made the once-hot vr industry enter a stage of calm reflection after a hustle and bustle.
Storm vr once led the A-share virtual reality concept to go out of a wave of magnificent market, but after the regulator's attitude toward cross-definition increased in May this year, the vr industry, which has expanded its valuation, quickly “deflatedâ€. Recently visited the world's largest vr wholesale and retail market - Shenzhen Huaqiang North, and had some dialogue with PE. After the freshness faded, the vr market in Huaqiang North and the vr factory in the Pearl River Delta region once again fell into a period of reshuffle, and PEs began to re-examine the vr market breakthrough, while entrepreneurs are waiting for the next spring.
Huaqiang North Road, which has been closed for more than three years, is about to reopen, and with the opening of Shenzhen Metro Line 7, it will release more than 20,000 square meters of underground commercial space.
When the reporter came to Huaqiang North in October last year, the vr equipment was the best-selling product in various stores. Shenzhen Huaqiang North Market is the demand and supply of virtual reality hardware and software. They are generally high-end office buildings in Dongguan and offices in Nanshan. In the noisy environment, traders and agents from all over the world, such as India, South America and even Africa, use simple calculators to negotiate prices, and they are in full swing.
But when I came here again yesterday, the vr store has shrunk dramatically, and the original crowded mall has become a door.
“In September and October last year, when the Huaqiang North vr box was the most prosperous, the profit per product was over 100%, and the supply was in short supply. The current profit margin is less than 10%. The maximum retail price of a vr box helmet can reach 60. Money, now retailing 10 yuan, the profit is only a few cents, many retail agents began to do this." Ding Baiwang, an agent at Huaqiang North Manha Square, told the reporter of "Daily Economic News".
Ding Baiwang has a vr factory in Shiyan. He started to make vr products last year and has started to lay off employees this year. "At most, there are more than 100 workers, and now it has been reduced to 30 people. It has to be transformed again. On the one hand, the shipments are decreasing. In the same period last year, more than 20,000 units were shipped every day, and now there are tens of thousands each month. From the short supply to the processing of inventory; on the other hand, the profit decline, now the gross profit per box is about 10%, the net profit is about 7%, and it is still falling. Even some unqualified plastic materials do not enter the market, the competition in this industry is not very good. It’s healthy.â€
Tan Weiguo, executive director of Shenzhen Vr Federation, told reporters that Huaqiang North is a barometer of the vr market. Most of the vr products in the Shenzhen market do not have built-in gyroscopes or acceleration sensors. Devices that cannot track head movements are not real. Vr. After the rush, it has begun to tragically shuffle, channel differentiation, simple and rude price wars and rapid decline in profits is a fact, "but we observe that the overall market shipments in Shenzhen are still rising, the relatively large vr factory monthly shipments can reach 30 From 10,000 to 500,000, the largest buyer market comes from South America and India, but the market brought about by this freshness has nothing to do with innovation, and there is no need for repeated purchases."
Vr defoaming in progressSpeaking of the current situation facing the vr industry, Tan Yiguo pointed out that from the perspective of investment heat, the vr industry is in the process of going to the bubble. Not only in Huaqiang North, which imitates low-end products, but also in the giant companies that represent the innovation trend of the vr industry, the performance has not met expectations.
Even more chilling is the shipments, even the three major Oculus, HTC Vive, Sony PSvr, sales data is also intimidating. Before the Geek Park, a set of speculative data was cited: Oculus plans to ship about 1 million units this year, HTC Vive is about 400,000 units, and Sony PSvr is about 1.5 million units. However, data from Steam shows that the user growth of HTC Vive has almost stagnated in August, and the current shipments are about 100,000 units, far below expectations.
In March of this year, Alibaba announced the establishment of vr lab, relying on vr technology to fully launch the "Buy+" program, but the actual number of users used is still at a smaller proportion than its huge user base; in May this year, HTC and The vr Internet cafes created by Shunwang Technology did not cause too much market response. The content is still at the level of watching videos and playing games and the fees are very high. The vr game experience area of ​​big shopping malls is lacking in many places, in many places, vr It's just a concept that is boasted.
Domestic PE investment in the vr field is also experiencing a painful shuffle. Statistics from the super-dimensional planet show that from June to August this year, only four or five vr startup companies in China successfully financed, which is in sharp contrast with the investment in the vr market in the first quarter. From January to March of this year, there were 18 vr startup companies in China that received investment. Among them, on January 21, Stormwind Mirror B-round financing was 260 million yuan, and Mengyun Software acquired 3 vr companies for 460 million yuan. Record.
On October 29th, an AR/vr hardware startup, Zhongjing Vision employees went to the New Third Board Company Shengjing Network Alliance (833010, QC), exposed partner Wang Xiangyun maliciously owed more than 2 million yuan, and the main partner, The dispute between Wang Xiangyun, managing partner of Shengjing Fund, and the employees of Zhongjing Vision, who invested in his own name. Zhongjing Vision was established in 2014, and there is no sound except for an AR sports smart glasses released in April this year. In addition to Wang Xiangyun, its investors include the well-known VC agency Dachen Venture Capital, A-share listed company Oriental Netpower and Pathfinder.
"From the existing usage scenarios and business models of vr, it is still not mature. We hope to re-invest in the market when there is a clear opportunity. At present, there is not enough energy to make the layout." Wu Qian, vice president of OPPO, said that when vr layout . In fact, the expectations of the big smartphone manufacturers such as Apple, Huawei, OPPO, etc. into the vr market have not come, and the development of Internet companies such as Xiaomi and LeTV in the vr field is not satisfactory.
where is spring?The investment in the vr industry has undoubtedly entered a low point. So, is there still investment value in this industry? Or, which export direction is the future development direction?
Wei Xu, the investment manager of Hejun Capital vr Fund, told the reporter of "Daily Economic News" that the current valuation of vr startups has generally decreased by 30% to 40% compared with January-March. "The main reasons are three aspects. First, it started in May. The CSRC strictly controls listed companies to increase their acquisitions or raise funds to invest in the vr industry. The listed companies have previously been the main capital of the valuation of the vr industry. The market has fewer major players. Second, the economic slowdown is expected. It is expected that the difficulty of raising funds in the second half or next year will increase, and the funds will be cautious; thirdly, after a period of investment boom, the vr industry has recently lacked good investment targets."
Someone resigned and returned to the house. Investing in cold does not mean that the industry has no chance at all. In fact, there are still some companies entering the vr market. The company, which is the mainstay of electronic video, Bao Qianli launched a vr mobile phone on October 24, and the market is mixed. But no matter how, from the function of mobile vr devices to vr vertical applications, to the development of vr phones, companies are constantly looking for various breakthroughs. Any new technology, from birth to market, and then large-scale commercialization, has a process that cannot be accomplished overnight.
Dianchi, CEO of the fireworks workshop of the startup, said, "I will judge that a large number of companies or teams will die in the second half of this year. For some vr teams, they may be experiencing a cold winter." Dianchi believes that large-scale capital And the influx of talent will undoubtedly promote the development of the vr industry, but it will also accelerate the emergence of the bubble. It is as if the company that originally played the game has also been transformed into vr, even if the basic concept is not clear, then it is inevitable to be eliminated. There are also companies that use the non-compliant products to pretend to be vr, which is also harmful to the industry. These companies and teams "winter into the winter" may be a good thing for the whole industry. After the market is cruelly shuffled, what is left is the company that really develops technology and products. At that time, it will "welcome the spring". .
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