Yuan Universe Social: There are no WeChat groups in the "Universe"

Source | Tech Planet

Wen | Qiao Xue

"The Yuan universe is a basket, and it will be installed in the future."

The fiery Yuan universe, among the many core elements, seems to be the easiest to integrate, and is also regarded as the best entrance to the Yuan universe in the short term.

Therefore, we can see that more and more Internet companies have boarded the ship of the Yuan universe from the social tide, Facebook, Match Group (Tinder parent company) quickly follow -up layout, and there are also in China who are under the first social platform of the Yuan universe. Soul, and Yingke, who recently transformed into a "reflection of the universe", Baidu, Ali, and bytes are also intensely deployed.

Drop the fashion concepts such as the Yuan universe, the next generation of the Internet, web3.0, etc., we are more concerned about what the current Yuan universe's social network has developed, has it reached an inflection point?

The facts are disappointing, whether it is the "Greek" launched by Baidu, the "gel" that burst the fire, and the super QQ shows, slow planets and other products that follow the trend. Experience has not yet achieved commercial success.

An investor in the Yuan universe said that the word of the Yuan universe is about to be cold, and there is no product that can truly represent the industry. The social society is still hovering with enthusiasm and concepts. At least at present, the social socialness of the Yuan universe is more like a desert, and the oasis have not grown.

Yuan Universe Social: There are no WeChat groups in the "Universe"

In 2021, the gate of the Yuan universe opened. The long -awaited social circuit has become lively again.

The service company that focuses on the Reds Economy is the world show, and in April 2021, it was announced to launch the Yuan universe virtual community Hongdue universe. In December of the same year, Baidu launched the Yuan universe social APP Hikoya. Hold on the Higuki platform. The most radical Facebook in the field of the universe in the universe also officially opened the VR social platform "Horizon Worlds" in December last year.

This year, this limelight is still unabated. The bytes that have been exploring in social explorations have also launched the Yuan Social APP "Party Island" for internal testing in January this year. After that, there are social APPs that focus on the concept of Yuan universe such as ZEPETO, slow planet, and recently imitating Meta to change their names to "reflecting the universe". For the first time in the book, it is promoted to "establish a social Yuan universe with a link".

How fast is the birth of the "Yuan Universe"? Data company Sensor Tower reports that since the concept of the "Yuan Universe" broke out, an average of a "Yuan Universe" app every day. From November 2021 to January 2022, there were about 552 APP added three words to the "Yuan Universe" to their descriptions, of which 70 APP claimed to be the social socialization of the Yuan universe. No one wants to miss this high -speed development of the Yuan universe trains.

Although there is a thriving track in the track, no product can be said to be bright future.

"Gel" has only been online for more than 20 days, and it exceeds WeChat and QQ. The top position of the free list of the Apple App Store has become the first social application that ranks beyond Tencent APP in the past three years, but the good times are not long. The official said that the problem of the stutter has not been resolved. Many problems such as delay, flashback, and unable to enter have indeed existed. They took the initiative to remove the app and suspend new users to enter. It has not yet been launched.

In Higo's comment area, the most comments are the vomiting of problems such as "rough picture quality, wearing modeling, and slow loading speed".

And the player "Shuo Shuo Love Epol" who has tried Tencent Super QQ show told Tech the planet, "pinching face", changing clothes, buying furniture, and building a "QQ nest", more like a low -end version of the "Animal Morning Friends Association Club "".

It has declared that it will become the first "Soul" of the Yuan universe. The characteristics of the Yuan cosmic universe in their products have only a thin virtual image, and they cannot even interact with the image.

Tech Planet also experiences in the Yuan Social APP of "X World". During the day, there are almost no online players in the entire Yuan universe map to join the exchange group through related guidance. More than 30 players in the group are even more lively than the software. Some.

A product research and development of a Yuan universe tells Tech planets, "The so -called Yuan -universe products are from the perspective of the game. The meta scene, so as to achieve the social network that is not in the real society, pull the distance between people, and win a good user experience. At present, there is no real Yuan cosmic product on the market. "

Indeed, compared to the "parallel space -time" of the real world, the current Yuanshi social APP is still the new bottle of old wine. The subversion.

What are the small factories and small factories?

If you can't wait, maybe it is a large -scale portrait of the Yuan universe social track, whether it is a large factory or a small factory.

In fact, in the social field, the two mountains of WeChat and QQ have been difficult to surpass. It is not easy to open a gap in the social field. Fast landing. Even if you take out an unfamiliar product first, carrying the dissatisfaction and vomiting of the user. The reason behind it may be that if you want to have a place in the Internet of the Web3.0, you must first occupy the place, plan the layout early, and even All-in the universe.

Traffic, of course, is the most magical magic.

From the moment the Internet was born, it has eager to traffic, but after two decades of development, the Internet company of Web2.0 has almost eaten all the traffic dividends. From the perspective of data, as of the second quarter of this year, the penetration rates of Ali and Tencent had 92.7%and 96.2%, respectively, and the infiltration rate of byte system reached 63.1%.

The stagnation of traffic dividends brings the most significant problem is that the ceiling is topped. The stagnation of user growth will inevitably bring stagnation of revenue growth. Taking the world's largest social platform Facebook (Facebook) as an example, from 2019 to 2021, Facebook’s The number of users of American adolescents decreased 13%compared to the previous three years, and it is expected to decrease by 45%by 2023. On the other hand, the abandonment of users has exacerbated the decline in Facebook's advertising revenue.

The problem encountered by Facebook is not a special case. This is a common problem faced by the global Internet company, which has made the Internet that has always been accustomed to the rapid development of Cyclonus.

Behind the flow of traffic is the squeeze of living space. Facing the dilemma in front of the eyes, cost reduction and efficiency are common practices. Beginning last year, Internet companies have layoffs, but they always have to stop. For small companies, they survive even more. Therefore, a brand new track means a brand new opportunity, and the Yuan universe exactly emerged at this time node.

Therefore, there are Internet companies that are anxious to achieve success in the Yuan universe. Taking "Gel" as an example, it was originally an application named "around". The local content community APP, due to the flat response, will not be updated after May 2021. Until January 2022, it turned into the "gel" that was mainly used to the main player. Not surprising.

The Baidu Hikoya, which builds a more magnificent Yuan universe, has not used a year. The internal version number is -6.0. A person in the industry introduced to the TECH planet that the virtual figure model in "Hipchen" has not been carried out. Bond binding, the trajectory of virtual characters often appears flowing on the ground, and physical collisions have almost no existence. The phenomenon of molding can be seen everywhere, and there are traces of rushing work.

Another important ambition that many companies actively enter the pit is that the Yuan universe is a market. Bloomberg reported that in 2024, the global revenue of the "Yuan Universe" is expected to reach about $ 800 billion, of which the share of game manufacturers is expected to reach about $ 400 billion, and the remaining income is scattered in live broadcasts and other social applications.

Therefore, for companies that have neither game genes nor prepared to play in the game, it is normal to invest in the social network of the universe. The market space is large, which is enough to open the new space of the Internet growth, and it can also bring new sources of income and business accordingly.

He Ming, an investor in Lanchi Venture Capital, believes that the "Yuan Universe" is a relatively broad but empty concept. Almost any segmented industry can migrate in the "Yuan Universe". It is because it is large enough and broad enough. , The extension of many industries such as social communities, payment, art, and the ambition of valuation imagination.

In the era of web 3.0, decentralization will become a trend, and social platforms are more difficult. Capital first smells the smell and bets crazy, and has reached nearly 100 financing in less than a year. Because, whether it is the long -cultivated Internet giant or the entrepreneurial factory that wants to open up heaven and earth in the next era, the opportunities of the Yuan universe are seemingly fair. Which technologies can substantially promote the progress of the Yuan universe? Which subdivision industry is the most promising? Which demand can meet users best? In the face of huge unknown, it may be even more likely to enter. No one wants to miss the opportunity to create another WeChat.

How far is it far from the real Yuan cosmic social society?

Roblox, the first company listed on the concept of the "Yuan Universe", outlines eight characteristics for the Yuan universe: identity, friends, low latency, immersion, diversified, anywhere, economy, and civilization.

Judging from the bottom of the pyramid, the current social products of the domestic Yuan universe may not even achieve the most basic "friend" and "immersion", and it needs a long technology iterative iteration.

For example, in the sense of immersion, the limitation of technology makes the so -called Yuan universe unable to build, and even the social attributes cannot be achieved, such as the half -person image of "Horizon Worlds", the rough 3D scene of "Xiyang", there is no UCG for the time being without UCG Contents, etc., make users unable to immerse them.

A R & D person in the Yuan universe social product BUD said that it is almost impossible to present the complete 3D presentation in the product, and the equipment and broadband speed cannot be supported. The real infrastructure of the Yuan universe has not been established at present and foreign companies at home and abroad. The real index of the Yuan universe must wait until the use and popularization of top hardware terminals. At the current level, it can only achieve local innovation at the application level. As one of the underlying infrastructure of the Yuan universe, the market leader of COCOS COCOS COCOS COCOS Company told the TECH planet that the current Yuan universe can only be developed on individual scenes, such as the meeting scene of MATA development. At least one scene is at least at least It costs 1.5 million US dollars, so if you want to build a more magnificent universe, the money is thick enough, which is not the strength of all companies.

As a successful social product OASIS, which is successful in sea, it has 3-5 on the Brazilian APP list, and even surpasses software such as Facebook and Twitter, but internal research and developers told the TECH planet that they did not define themselves as the Yuan universe, but they did It is a semi -web3.0 social product.

The aforementioned industry believes that even the most basic VR and AR technology have not yet been realized, and it is impossible to talk about the Yuan universe era. In the final analysis, the Yuan universe is an ecology. Its construction requires hardware, OS, underlying technology, AI, 5G and other components. Related product innovation requires systematic support from top to bottom. These products that claim to be the Yuan universe are more of the firmer of cartoons.

The essence of socializing is that there are enough users and sense of participation in order to create the highest level of civilization on this basis, and in the face of such an app that is unclearly buying points, users will never participate in the original Turning on the ground is not to mention the more upper levels of commercialization. Each layer of the construction of the Yuan universe is the accumulation above the previous layer. The bottom layer is not good and cannot become a true universe.

There are also industry people told the TECH planet that if they are still limited to mobile phone screens, this is not worthy of being a Yuan universe.

On the other hand, to build an ecology, it is necessary to continuously develop users and development. The founder of Meta Zuckerberg once concluded: "To become a new generation of VR platforms, we need to sell at least 10 million Oculus devices in order to attract enough to attract enough. Developers come to build an ecology. "

The fact is that according to the COUNTERPOIN data, the total shipment of the comprehensive XR terminal in 2021 was 11 million units (of which VR accounted for 90%), which was too early to become ecology.

And further, if VR really becomes the infrastructure of the Yuan universe, the construction ability of infrastructure is still in the hands of others.

In order to make VR easier to be accepted, after experiencing an external device that needs strong computing power, the all -in -one has become the mainstream of the VR world today, but this also means that the key is the high computing chip in VR devices. At present, the most popular Oculus Quest 2, Pico NEO 3 and other mainstream VR all -in -one machines use Qualcomm Snapdragon XR 2 chips. NOLO SONIC and some VR devices released earlier last year, they directly choose mobile phone chips such as Snapdragon 845. If they face the risk of the stuck neck again, the Yuan universe still cannot be decentralized. A few factions.

Except for technical difficulties, finding social needs in the meta -scenes is the key to the problem. At the Tencent Financial Report conference call, president Liu Chiping listed a series of feasible paths for the development of Tencent's development of the universe, but also raised a thoughtful question. "I mentioned a lot of development paths. What? This is a very important question. Before answering this question, the Yuan universe is just a concept. "

Therefore, in the moment when the concept is blurred, the development of hardware development, and the technology is not mature enough, the so -called Yuan -universe products are not only lacking in function, but also poor user experience. We grabbing "pseudo -demand" products.

The current Yuan universe social track is still a wild place.

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