According to a recent IDG report, ARVR spending in the Asia-Pacific region (excluding Japan) will reach US$11.1 billion in 2018, equivalent to approximately RMB77.5 billion, while China accounts for approximately RMB68 billion in 90%, and all consumer spending is ranked first. Games, education is closely followed, but the current application status of ARVR in China seems to be not very optimistic, although there are banks, people's education network and Internet and other industry giants continue to test the virtual reality field, but have not seen obvious results yet. So, what is the specific market for China's consumption in the ARVR industry? ARC today, please come to Alex, a senior analyst in the AR/VR direction of an investment institution in Beijing, to chat with us~
ARC: The authority of IDG is unquestionable, so can you confirm this report with us? Probably talk about China’s performance in games and education in the ARVR field this year? Alex: InternaTIonal Data Group (IDG) is the world's largest information technology publishing, research, exhibition and venture capital firm. IDG's global revenue in 2012 reached $3.4 billion.
It publishes more than 90,000 market research reports and technology development forecast reports every year, and publishes more than 300 related magazines in 25 languages; has 450 websites; and holds nearly 700 international and regional academic reports every year around the world. , market analysis and product exhibitions; provide a variety of propositions and targeted information services. IDG's public opinion influence in the world of information industry is unique.
At the same time, since 1992, IDG has been one of the first international investment institutions to enter the Chinese market. IDG Capital has invested in Baidu, Sohu, Tencent, SouFun, Ctrip, Hanting, Home Inn, Kingdee, Wumei, Kanghui, Jiu'an, etc. There are more than 60 outstanding companies in the United States, Hong Kong, China, A-share securities market, or successfully exited through M&A.
Reporting that I only read the briefing, it seems quite expensive to buy directly. I want to say that IDG's gameplay in the entire IT industry is what all technology media are fascinated with, including the model of ARinChina. You will also open a salon, do seminars, and do Various forums are guided by public opinion. If you can join forces with powerful capital, your combination will reach the role of IDG in the vertical segmentation field.
In fact, no matter whether the IDG researcher is careful, you have to check the direction of the IDG investment related segmentation, there may be some clues, but this is purely my guess.
Games and education, I believe that most people do not expect too much experience, so eye-catching performance, why I did not feel, because the previous Pokeman go AR game explosions simply did not go online in China.
Education is a big market. Many K12s have introduced ARVR Maker tutorials. This is close to the AR/VR classroom. In addition, the higher education section also vigorously develops virtual simulation teaching centers and experimental centers, which are big markets.
ARC: It seems that no matter what field, China is a big consumer country. What are the reasons for removing the huge population base? Can you analyze us for the ARVR industry?
Alex: There is no reason. It is that one thing can be sold repeatedly many times and consumed more. The same is to sell AR cards, find the right channel, that is, you can sell a lot in one year, and it is no problem to support the startup company.
ARC: At present, many foreign giants such as Google, Apple, HTC, Samsung and Amazon have entered the ARVR field to varying degrees. What big moves might there be in China next?
Alex: I am catching up with the incident of ZTE in the past. In fact, China now attaches great importance to independent intellectual property rights. I heard that Shang Tang has been working hard in this area. I heard that you have always said that ARinChina will also form a basis with Shang Tang. The alliance of domestic AR technology.
I feel very good, the domestic OPPO VIVO hardware manufacturers should prefer the domestic technology underlying, I believe it is a good thing for the industry.
ARC: Recently, a foreign agricultural company started to introduce AR. China has always been a big agricultural country. If we introduce AR technology into agriculture, will it have a big impact on our traditional agricultural model?
Alex: AR is also an information technology, just to find ways to improve work efficiency and productivity. I can't see the impact on the model. In addition, I didn't understand what the foreign company was doing. I also troubled the ARC editor to give us science.
ARC: There are different opinions on the ARVR network. Some people say that the technology is mature, and some say that it is still developing. What do you think should be? Can we get rid of the big consumer countries and become independent powers?
Alex: It must be in development, and diligent research and development is a very necessary basic condition for forming industrial influence. At present, the domestic environment is still relatively impetuous, I feel very hard. However, correct adaptation to the market and do your own market may be the current king. Of course, I hope that ARinChina can give more guidance to the industry and let the industry develop healthily. I hope that you will become the IDG of the AR industry.
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