Not long ago, Zhou Yu called his friend and invited him to participate in an exhibition about virtual reality (hereinafter referred to as "VR"). As an analyst in the VR industry, his initial interest in this was due to a lecture in 2014.
"2014 can be regarded as the first year of VR, because this year began to have a prototype of hardware equipment, which allows investors and the market to see the future of the industry." Zhou Yu told reporters.
This view of Zhou Yu is actually recognized by most industry people. According to the data of Ai Media Consulting, the VR industry, which was unattended for the past two years, suddenly gained a total investment of 270 million yuan in 2014, and increased to 2.4 billion yuan and 1.54 billion yuan in 2015 and the first half of 2016. The number of investment projects has also soared.
However, just as all emerging industries are experiencing difficulties, the development of the VR industry has not been smooth, and it has suffered an inflection point in the first half of this year. Earlier, many VR companies such as Storm Mirror, Mido Entertainment and Zhongjing Vision had arrears and layoffs, which cast a shadow over the industry's prospects.
However, in an interview with reporters, including VR corporate leaders and a number of industry analysts believe that this cold wave may not be the overall picture of the industry, but the overall adjustment period, the market will gradually return to rational.
First, secondary market linkage
Investment madness
"The VR industry did not appear in 2014, but after Facebook acquired Oculus for $2 billion this year, it successfully brought the industry to market, and the VR boom swept the world in an instant." Zhou Yu told reporters.
Wu Limei, an analyst at Ai Media, believes that with the international technology giants beginning to lay out the VR industry in 2014, companies represented by HTC, Facebook, etc. have launched finished equipment, and they have been popularized over the next year. public.
"Actually, after the Internet giant laid out VR, it further stimulated the intervention of capital. It can be said that capital has heated up the VR industry." Wu Limei said.
According to the statistics of Ai Media Consulting, since 2012, the concept of VR has been well known to the outside world. The number of investment events and the amount of investment in this industry has exploded in the year after 2014.
Among them, in 2012 and 2013, the capital investment in the VR industry was only 1 and 4 respectively, and the investment amount was almost negligible. However, by 2014, investment events and investment amounts rose to 17 and 270 million yuan. In 2015 and the first half of 2016, investment events rose to 57 and 38 respectively, and the investment amount reached 2.4 billion yuan and 1.54 billion yuan respectively.
However, in Wu Limei's view, compared with the investment and output of foreign technology giants in the VR industry hardware equipment, domestic investment in the VR industry is more focused on content production.
"In the hardware equipment market has been divided by large technology companies such as HTC, Facebook and Sony, the domestic has chosen the development of content, because domestic manufacturers are clearly more aware of the needs of domestic consumers." Analysys think tank Zhao Zi Ming said.
"According to our research, it is estimated that the market size of the domestic VR industry content area will reach 670 million yuan in 2016, and it is expected to reach 17.24 billion yuan in 2020." Wu Limei explained.
Domestic enterprises' investment in the content end of the VR industry is further reflected in the involvement of film and television listed companies. According to the statistics of the 21st Century Business Herald, among the 25 cultural media concept companies listed in the A-share market, the investment in the VR industry reached 17, with a high proportion.
Earlier, a senior executive of a film and television listed company told reporters that VR is more likely to be subversive in the film and television industry, and at the same time it is a hot pursuit of various capitals, making the companies in the industry nervous. I am afraid that I will be left behind. Although everyone may not have a bottom in the future, it is not clear how it will be in the future.
At the same time, Wu Limei also told the 21st Century Business Herald that although there were layouts in the VR field in the primary and secondary markets, there was still a phenomenon of increased linkage between the primary and secondary markets, and even a secondary market was once seen. A new trend of investment in the primary market, "A-share listed companies actively deploy the VR industry, providing an exit mechanism for the primary market, and providing a higher valuation premium, greatly enhancing the enthusiasm of the VR industry in the primary market, giving VR Entrepreneurship brings investment dividends. For the secondary market, it provides more inflows of funds."
Say goodbye to "savage growth" into the shuffling period
However, just as the VR industry gained capital chasing and the whole industry leaps and bounds, the crisis also came quietly in the second half of 2016. This first reflected the owed wages, layoffs and bankruptcy of VR companies.
In October 2016, Mido Entertainment, a benchmarking company in the field of VR content, was exposed to rumors of arrears in the media, saying that employees of Mi Duo Entertainment and employees who were leaving employees were owed for half a month to four months, and eventually I applied for labor arbitration.
Almost at the same time, another VR head display company was also exposed to the salary of employees. The company, which was founded in 2014 and released its first vr product, AlfaReal, in April 2016, was called “a malicious default on employee salaries and reimbursement of more than 2 millionâ€.
In late October 2016, the Storm Mirror, which once led the domestic VR equipment, also reported news of hundreds of layoffs.
Although in an interview with a reporter from the 21st Century Economic Report, the CFO of the Storm Group said that the above personnel changes were not layoffs, but split the personnel into other joint venture subsidiaries, but the outside world is pessimistic about the future development of the entire VR industry.
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