Metaverse uses technologies such as big data computing, BIM simulation, and big data fusion to apply them to fields such as virtual simulation, currency transactions, and artificial identification. The Metaverse is a virtual world parallel to the real world, interacting with the real world. In a virtual world with a well-established infrastructure, personal and social needs such as identity recognition, currency transactions, community belonging, and career development can be fully realized just like the real physical world.
With the development of extended reality, digital twin, 3D rendering, cloud computing, artificial intelligence, high-speed network, blockchain and other technologies and the iteration of terminal equipment, the construction and evolution of the "metaverse" may far exceed people's expectations, multi-dimensional, The new Internet form of full sensory and immersive human-computer interaction is expected to become a reality.
The value space brought by the metaverse
Discover value
The virtual world brought by the metaverse, with the weakening or disappearance of various types of objective conditions in the real world, every individual hopes to rediscover and realize self-worth in it.
Expand value
With the improvement of social operation efficiency brought about by the metaverse and the reproduction of real industries in the virtual world, individuals can expand their own value.
Create value
On the one hand, the metaverse will bring technological accumulation and breakthroughs in multiple industries in the process of gradually approaching. On the other hand, new industries and social operation models will be generated in the metaverse, bringing a new aggregate economy to mankind.
provide value
Metaverse can bring a high degree of integration between the virtual world and the real world, further improve the efficiency of social operations, and is expected to profoundly change the way humans interact in various industries.
Opportunities and risks coexist with the influx of giants
Roblox
According to the prototype of the metaverse. At the game level, the content can be edited, the platform has a younger group and a good game community atmosphere, and has achieved high user activity and stickiness. 2021 Q3 Roblox has 47.3 million daily active users. The average usage time per person is as long as 2.63 hours. However, Roblox is still relatively early in the metaverse's progression. Although the tools provided by Roblox enable free creation, there are still certain thresholds that limit the boundaries of people's free creation. The subsequent expansion of globalization + aging remains to be seen.
Elements of the metaverse proposed by Roblox
Roblox Business Ecological Closed Loop Idea Map
Roblox: 21Q3 unit daily active user pays $ 13.49 , 2020 revenue of $ 920 million
Roblox: Losses expanded year-on-year, developer expenses accounted for a relatively high proportion, business model needs to be verified
Tencent
Overall, Tencent is in a leading position in the industry in terms of games, social networking, audio and video solutions, digital twins, holographic projection, and engine technology. It has a strong advantage in companies related to the metaverse, and continues to be optimistic about the company's future layout in open world games, cloud computing, artificial intelligence, and simulation interactive equipment. Mainly focus on data processing, blockchain, server, artificial intelligence, image processing, virtual scene and other professional technical fields. Among them, 12 patents have been cited more than 50 times, with strong influence in the field.
Tencent is the Internet company in China that can benefit most from the metaverse concept. The current layout just hits the key points of the early metaverse development stage. QQ and WeChat almost constitute the entire real social network of Chinese Internet users. As of December 2020, WeChat has 1.225 billion monthly active users, making it the largest social network in China. QQ has 595 million monthly active users, second only to WeChat. Tencent also has an advantage in all segments of the content track: the number of mobile game and end game users of Tencent Games is the largest in the country, and the game revenue is the largest in the world; the number of daily video users of Tencent Video is the largest in the country, and the number of paid users is the largest in the country; Tencent Music It is the largest online music service provider in China; Tencent owns the largest online book content and publishing in China.
Tencent takes social as the core and expands other products
Tencent's social and content industry continues to iteratively
Realization path of Tencent Quanzhen Internet
Tencent WeChat product matrix
Tencent QQ product matrix
Tencent Social User
byte beating
Short video products have stable advantages and strong globalization capabilities. At the same time, they are actively deploying games, virtual social networking, VR and other metaverse segments, including the acquisition of the parent company of the Chinese version of Roblox "Restart the World", which will be launched overseas in early September 2021 Pixsoul, a virtual social product featuring AI face pinching function, virtual identity will be an important part of entering the metaverse world. Just as in the PC and mobile Internet era, people need abstract digital identities such as IDs and social avatars as network passes, and virtual avatars that are more specific and can better reflect personalized identities are considered to be the most likely passports and important identities in the Metaverse. digital assets. The social possibilities of virtual identities also make AI face pinching an important part of entering the Metaverse world. 9 billion acquisition of Pico, the No. 1 VR manufacturer in China, etc. In the future, we will focus on the growth of product layout in the game and social fields, as well as the shipment of hardware equipment Pico and the ability of users to break through the circle.
A huge product matrix provides the possibility to create a metaverse
Douyin content creation ecosystem
Bytedance content creation ecology
TikTok strives to become the world's largest short video platform
Actively explore the technical reserves required for the Metaverse
Since 2020 , strengthen investment in technological frontier fields such as artificial intelligence, cloud computing, chips , AR/VR
Changed its name to Meta, and announced that it will transform into a Metaverse company within 5 years, with the deepest and widest involvement, and carry out the metaverse layout in all aspects such as organizational structure, software, hardware, content, and digital currency. In terms of organizational structure, a high-level metaverse product team was established, led by the vice president of AR/VR field of Facebook and the current vice president of product of Instagram; the underlying development tools such as SparkAR, PresencePlatform, and Pytorch were launched on the software to help develop and build the metaverse community; hardware The Oculus series occupies a leading position in the global XR equipment market. The latest product, OculusQuest2, shipped 4.6 million units in 2021Q1, accounting for 75% of the market share. In terms of content, it acquired a number of VR game and cloud game developers, launched HorizonWorlds, HorizonWorkrooms and other virtual social and office platforms; on digital currency, following Libra, digital currency diem is actively promoted. On September 27, 2021, Facebook announced an investment of 50 million US dollars to establish the XR program and research fund for the exploration and research of the ecological rules of the Metaverse. It is expected to plan a 2-year cycle, mainly through establishing cooperation with industry partners, civil rights organizations, governments, non-profit organizations, and academic institutions, and thinking about the problems and opportunities in the Metaverse.
Construct a vision blueprint, and the application scenarios cover 7 major areas of life
Software —— Development of underlying development tools to help develop and build the metaverse community
NVIDIA
NVIDIA Omniverse is an open cloud platform developed by NVIDIA for virtual collaboration and real-time realistic simulation. Through the cloud, creators, designers, engineers, and artists can work in real time locally or around the world beyond physical boundaries. It provides great convenience to see the progress and work effect in real time. Based on Pixar's USD (Universal Scene Description Technology), Omniverse has a highly realistic physical simulation engine and high-performance rendering capabilities. Omniverse consists of five important components: Connector, Nucleus, Kit, Simulation, RTX.
USD is a file format that transmits scene description information, and is mainly used to synthesize scenes and analyze values in the scene in real time, and the API of USD supports complex attributes, layering, lazy loading and various other functions. Based on USD, NVIDIA wants to create a 3D asset that integrates various 3D software platforms and build an open creation and sharing platform.
The vision of Omniverse is very consistent with one of the important concepts of Metaverse: "It is not operated by a single company or platform, but is operated by multiple parties in a decentralized manner."
Deconstruction of the technical base and institutional system of the Metaverse
Omniverse Application Scenario Examples
Connect various software through Nucleus to realize work collaboration
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