$ 800 new VR header!Meta zoomed in again?

The VR era is coming.

Apple has applied for more than 2,000 AR/VR -related patents since 2010, and has invested in the acquisition of over 20 related companies. Now it has been preparing for AR equipment for 10 years. It is expected to launch the first VR device at the beginning of next year.

However, in front of the Meta of the ALL in Yuan Universe, its new speed is still slightly inferior. Zuckerberg revealed that the latest VR headset is launched at the Connect VR conference in October this year, which means that Meta is in the Yuan universe in the Yuan universe Leaded Apple again during the progress.

According to the news, Meta's new head display Project Cambria is different from the previous series Quest. The former is more suitable for work purposes, and the latter is more suitable for the game experience. Even Cambria will replace the laptop and other equipment, which is completely matched with the office scene.

For Q2's loss of US $ 2.81 billion this year, the latest VR headset will become one of the most critical products in the history of the VR-AR process transition.

01. Zuckerberg's "Discomputenote"

Compared with the Quest series, Project Cambria's biggest new features are designed to make users experience the feeling of "social existence". The capture process becomes closer to reality.

In the original words of Zuckerberg: "When people are together, non -language communication is more than language communication."

In 2019, Zuckerberg put forward this idea. When he developed the first generation of Oculus Quest, he began to try to add facial capture functions to the device. In several preaching in recent years The importance of user experience.

The technical achievements are directly proportional to the cost. The new head show with the capture function is at least 800 US dollars (equivalent to RMB 5536.16), and the current hottest version of QUEST 2 is between 399-499 US dollars.

Zuckerberg has to admit that his VR results are always lacking in all -around players, and all products can only be used to solve a single problem: if you only solve but only solve the resolution but the VR prototype equipment is ButterScotch.

Or the thinnest, lightest, and running PC VR game in Meta history, but Holocake 2, which can achieve mass production of specific technologies and valid products on the market.

Everything is constantly being conceived. In order to help Meta proves in a suspicion, Zuckerberg released 24 headset equipment prototypes in June this year, and once again proposed the vision of the VR header in the future.

In the newly released concept videos, future head display design and fingertips input equipment are eye -opening. In addition to lightweight and super clear visual experience, fingertips gloves have become the focus of everyone's attention.

At present, Meta only mentions the different paths of two future devices -touch gloves and EMG wristbands. The former can provide force feedback, and the latter can handle objects in life without any hindrance. It is worth noting that in the promotional video, the close -up lens scene of fingertips gloves perform surgery for surgeons for surgeons.

This also strengthened Meta's confidence in the gaming labeling of VR devices in the future, showing the potential positive influence of VR equipment on the Yuan universe and social industries.

As a pioneer in the industry, Meta also handed over a good transcript. According to IDC's latest data, Meta Quest 2 occupied 78%of the market in 2021, and the market share of the first quarter of 2022 soared to 90%, followed by PICO of the belonging by bytes, accounting for 4.5%.

It is worth noting that in the past month, Meta will increase the price of 128GB and 256GB versions of Meta Quest 2 heads, respectively to $ 100 to $ 399.99 and $ 499.99, respectively. Surgery.

Taken together, the price increase of META's price increase is available. The ultimate goal of the VR header business is to use the price advantage to obtain a higher market share. According to the degree of losses, the Meta's Yuan cosmic business needs to be lost for a few years. And VR headset is almost "half -buy and half off", the primary means to seize the market.

According to the financial report, Meta's total net loss of the Yuan universe business "Reality Labs", including AR/VR -related hard software in 2021, reached 16 billion US dollars, and still improved in the latest quarter.

In this regard, Zuckerberg said that in the next 10 years, it will invest $ 10 billion in the development of the Yuan universe related business every year. "We have all technology and capital.

02. Running apples, but not necessarily won

Why is it just sooner or later? From the perspective of investment costs, we can make a comparison with major brands.

The Yuan universe product line to Meta is open, and what Apple has to do is a closed Yuan cosmic ecology. In May this year, Apple first demonstrated to the board of directors the mixed reality (MR) helmet in the process of research and development. It is reported that the device name is initially set as RealityOS.

On the occasion of Meta All in the Yuan universe last year, Cook has not yet associated VR products with the Yuan universe. After the Q1 report was released this year, it will be said that it will be combined with VR and AR technology. ", The overall progress is slow. At the same time, Microsoft and Apple testing equipment announced the launch of the Yuan universe service at the same time, but the research on AR devices was later than Apple. In 2016, the first device was launched.

In the field of industrial elements, Nvidia is a strong enemy of Microsoft, Meta is a heavyweight commercial player, but on the office track, META really needs to learn from Microsoft.

At first, Meta chose to cut into the Yuan cosmic track from the game, which may be a shortcut for its own development, but at least so far, the effect is not very optimistic.

Earlier, Zuckerberg published a self -timer for the first "Horizon Worlds" (Horizon World) VR selfie on the public social platform. Behind the Eiffel Tower and the Holy Family Cathedral. Life official ridicule.

In terms of current technology, it is difficult to complete the purpose of "switching from two -dimensional to three -dimensional".

Recently, Meta's first publicly raised bonds raised $ 10 billion in funds to transform the business, including investing in the Metaverse (Metaverse). No matter from the perspective of, Meta showed its great confidence in the Yuan universe and the urgency of development results.

But why is the most determined to embrace the Yuan universe, but the fastest process is not META?

There is a saying in China called "Species of illness", and Meta's biggest illness is too dependent on advertising. Its subsidiary Facebook's 2021 Q3 advertising business accounted for 97%, and since Apple modified a privacy protection strategy, it has caused a lot of impact on Facebook.

In other words, Facebook's too dependent on advertising revenue will be backfrained, and it is difficult to achieve further growth in the inherent traffic pool. It is the same as that of Tencent and byte beating. After the market share exceeds 50%, it can no longer double the market share.

Just as Tencent migrated QQ users to WeChat, bytes to migrate headline users to Douyin, it seems to be a new growth market. In fact, they are repeating another themselves and forming a new round of index growth again.

Facebook's internal revenue touch the ceiling, allowing users to migrate to other platforms on the air outlet to achieve new user -level transformation. In Zuckerberg's eyes, the Yuan universe is the best platform on this outlet.

As far as its marketing is concerned, Zuckerberg uses the grand concept of the Yuan universe. It is very successful. The company renamed the height of the Yuan universe alone. Relying on the Hardware entrance of VR and the new content gameplay to seize the market, it is expected to open a new new. Advertising revenue increase.

Such a soft and hard VR social ecological giant has a prototype, and Meta finally learned the set of Apple.

"Apple Prophet" Guo Mingzheng has predicted that the second half of 2022 will be the "post -META era". As of now, the shipping volume of VR headsets worldwide is still Oculus Quest 2 to support most of the market. Meta's price advantage will gradually weaken. The market has to wait until Apple enters the game.

Therefore, Meta chose to launch the latest Project Cambria in October this year. No matter which manufacturer, it was a good time to rise before Apple entered. Whether you can stabilize your Gucheng River is still a fan.

Perhaps as Apple applied for a patent on the screen, he had a big move, and everything had to wait until the beginning of next year!

refer to:

A higher time with Nvidia and Meta? Microsoft CEO Nadella's first disclosure of the progress of the Yuan universe business -interface news

Why is Meta even more anxious about embracing the universe? —— Interface News

Lead Apple! Meta will launch a new VR head display in October -Zhongguancun Online

Apple joined the Yuan universe battle, and the mixed reality helmet is about to appear -Zhongyang Wisdom

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