Investments follow, bubble bands, hot in the cold outside the VR industry-VR-IT information

"Virtual reality (VR) more and more real. "Chairman and CEO she recently HTC HTC VIVE laments China strategy and VR's ecosystem Conference. HTC is not only full layout VR industry, and work with partners to pay $ 100 million as a VR support fund, to encourage more entrepreneurs to join the VR industry.

And she, like VR industry people in the technology industry have high hopes, that first year of 2016 would be VR.

Also, set off a worldwide upsurge of VR, all kinds of products is endless, VR has entered the consumer electronics market, however, industry developments and not smooth. Earlier this month Facebook's virtual reality company Oculus bounced the play was also staged in the mind, still impede development, participants need clear thinking in the boom.

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VR market

VR is not a new appeared of concept, early in in the 1980 of the 20th century on has was proposed, recently years due to the big technology giant began attention VR, in 2016 early of CES international consumption electronic exhibition Shang, exhibition of VR manufacturers has more than 40 more than, technology industry tide company led, March 2014 on spent 2 billion dollars acquisition immersed type virtual reality technology company Oculus, not only caused industry widely concern, and prompted both at home and abroad more participants into VR field, Usher in the explosive growth of the industry.

Domestic companies were not to be outdone, 2015 HTC in VR technology research and development and content development has put a lot of manpower and material resources, strategic focus has gradually shifted from mobile phones businesses VR industry.

"The imagination more than it brings PC and mobile phone. "HTC China General Manager Alvin Wang graylin said," the bigger industry than any other industry. "Alvin Wang graylin think VR is not incremental to the traditional industries, but an alternative VR will replace televisions, mobile phones and other products, the features they can bring access to VR can come true. HTC also hope to pass the VR, prompting his return to peak around 2010.

Alvin Wang graylin, this industry needs more participants, including displayed content providers, equipment manufacturers, mobile VR Member, so that industry can quickly set up a more complete ecosystem. HTC launched the VR industry alliance established in this, it is worth mentioning that, more than half of the companies in the Alliance are from China, as evidenced by VR's popularity in China, Alvin Wang graylin has publicly said VR revolution will start with China. In Chinese only appeared in the last two years hundreds of VR field startups, covered the whole industrial chain, including equipment, games, interactive, solutions, etc. Capital of VR business in droves, said League, Managing Director at IDG capital, IDG VR is very concerned, he feels VR represents the future.

With the VR pioneers have had concepts such as HTC, products began to enter the sales stage, galvanized more Internet giants, Google, Apple and other enterprises in the VR field layout, excavation VR personnel. China's Internet giants are certainly not miss the feast, Tencent, music video and other areas also have vied for VR. At the end of 2015, Tencent organized Salon TencentVR developers, releases TencentVR SDK and developer support, VR layout in the host PC, gaming, mobile aspects of VR.

Domestic VR industry investment fever is very high. Fireworks workshops in September 2015, access to finance, at almost the same time, Ant technology investment also announced November snow room completed $ 20 million series b financing, December friend VR received $ 30 million series b financing. Mirror on the storm received multiple rounds of investment stock trading once. Entered in 2016, VR investment and financing in the field of momentum remains strong.

Venture heat from industries, capital concerns, VR outlet has arrived. Peng VR Chen believes that the founder, 5-10 VR into the future "golden age".

Investment bubble

However, this boom has propelled industry bubble. IResearch analyst said in an interview, Lin Renxiang; "most VR startups are recovery concepts, see market will follow, there are in fact very few technology companies. "According to iResearch survey, in his view VR industry after six months they could squeeze bubbles, now blindly optimistic and most manufacturers will be eliminated. First, the hardware is the threshold. Oculus, HTC and other staged bounce, they can see that VR products want to do well you have to have good hardware. Due to VR hardware research and development technology content is high, the development cycle is long, the capital investment required is very large, so it's not the average company can satisfy. Investment Advisor Guo Fanli, Director in an interview with the authors of the study said: "parts shortage reflects the VR industry chain development immature, although many manufacturers involved in this area, but due to the high technical threshold, the core technology and key components is in the hands of a few companies, the uneven quality of spare parts on the market, high quality parts and supply shortages. ”

In addition, from the current consumer demand to products technical level, VR is in the primary stage, and cannot be a rigid demand for all. "VR does not in itself like a cell phone, can't become a general public consumer products. "The concept of think tank analysts sheshuanglin think," at this stage can only capture heavy gaming and entertainment-loving consumer, the size of the market is still small. "The overheating of the industry development at the present stage, only to a certain extent" false fire ".

The VR industry development from the current situation, there will be a bigger market. "VR industry chain has taken shape, the industry as a whole is on the air, want to scale the VR industry, also needs to achieve technological breakthroughs, to improve the user experience, and constantly improve the content and raw materials, provides more spending for VR scenes. "Guo Fanli said.

投资跟风、泡沫渐显，VR产业外热内冷 - VR - IT资讯

“虚拟现实既有（VR）越来越真实了。”HTC董事长兼CEO王雪红日前HTC VIVE中国战略暨VR生态圈大会上感慨道。HTC不仅全力布局VR产业，而且与合作伙伴共同出资1亿美元作为VR扶持基金，鼓励更多创业者加入VR行业。

和王雪红一样，科技产业人士对VR产业寄予厚望，认为2016年将是VR元年。

同时，全球都掀起一股VR热潮，各类产品更是层出不穷，看似VR已经进入到消费电子市场，然而，行业的发展并没有想象的顺利。月初Facebook旗下虚拟现实公司Oculus上演的跳票戏还令人记忆犹新，可见行业发展仍存阻碍，参与者需要在热潮中冷静思考。

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VR市场繁荣

VR并不是一个新出现的概念，早在20世纪80年代就已经被提出，最近几年由于各大科技巨头开始注目VR，在2016年初的CES国际消费电子展上，参展的VR厂商有40余家，科技行业潮公司打头阵，2014年3月就斥资20亿美元收购沉浸式虚拟现实技术公司Oculus，不仅引起业界广泛关注，而且促使国内外更多参与者涉足VR领域，行业迎来爆发式增长。

国内企业也不甘示弱，2015年HTC在VR技术研发和内容开发上都投入了大量的人力、物力，战略重心也逐渐从手机业务转向VR产业。

“它带来的想象力超过PC和手机。”HTC公司中国总经理汪丛青说，“这个行业比以往任何一个行业规模都要大。”汪丛青认为，VR不是对传统产业做增量，而是一种替代，VR将会代替电视、手机等产品，它们所能带来的功能享受VR都能实现。HTC方面也希望可以通过VR，促使其回到2010年左右的巅峰时期。

在汪丛青看来，这个行业需要更多参与者进来，包括内容提供商、显示设备商、移动VR等成员，如此行业才能快速搭建一个比较完整的生态。而HTC此次发起成立的VR产业联盟意也在此，值得一提的是，联盟中超过一半的企业都来自中国，VR在中国的热度可见一斑，汪丛青也曾在公开场合说过VR革命将从中国开始。在中国仅最近两年内便出现数百家VR领域的创业公司，覆盖全产业链各个环节，包括设备、游戏、交互、解决方案等。资本对VR创业也是趋之若鹜，IDG资本董事总经理连盟表示，IDG对VR非常关注，他觉得VR代表了未来。

随着HTC等VR先行者纷纷度过概念期，产品也开始进入销售阶段，更多互联网巨头也闻风而动，谷歌、苹果等企业逐渐在VR领域展开布局，挖掘VR人才。中国互联网巨头自然也不会错过这次盛宴，腾讯、乐视等也纷纷抢滩VR领域。在2015年底，腾讯举办TencentVR开发者沙龙，发布TencentVR SDK及开发者支持计划，VR布局将在PC主机、游戏、移动VR等多方面。

国内VR行业投资热度很高。2015年9月焰火工坊获得融资，几乎同一时间，蚁视科技也宣布获得投资，11月诺亦腾完成2000万美元B轮融资，12月大朋VR获得3000万美元B轮融资。暴风魔镜在获得多轮投资后股票多次涨停。进入2016年，VR领域的投融资势头仍然强劲。

从行业的创业热度、资本的关注程度来看，VR风口已经到来。大朋VR创始人陈朝阳认为，未来5到10年VR会进入“黄金时代”。

投资泡沫化

然而，这种热潮助推了行业泡沫的涌起。艾瑞咨询分析师林仁翔在接受采访时表示；“国内多数VR创业公司都是追概念，看到市场热就会盲目跟风，实际有技术实力的公司非常少。”根据艾瑞咨询的调研，他认为VR行业半年后便可能开始挤泡沫，现在盲目乐观的厂商大部分都会被淘汰。首先，硬件设备是门槛。Oculus、HTC等上演跳票，便可看出VR产品想做好的前提是要有好的硬件。由于VR硬件研发技术含量高，研发周期长，所需的资金投入也很大，所以并不是一般公司能够满足的。中投顾问研究总监郭凡礼在接受笔者采访时表示：“零部件供应不足反映出VR产业链发展不成熟，尽管当前众多厂商涉足该领域，但是由于行业技术门槛较高，核心技术和关键零部件掌握在少数厂商手中，市场上的零部件质量参差不齐，优质零部件供应短缺。”

另外，从目前的消费市场需求到产品技术层面，VR都处在初级阶段，并不能成为所有人的刚性需求。“VR本身不会像手机一样，不能成为一个普罗大众消费的产品。”易观智库分析师佘双琳认为，“现阶段仅能俘获重度游戏发烧友和爱好影音娱乐的消费人群，市场规模仍然较小。”可见现阶段行业发展过热，一定程度上只是“虚火”。

从目前整个VR行业的发展情况来看，未来会有更大的市场。“VR产业链已初具规模，整个行业正处在风口上，VR行业想要规模化，还需要实现技术突破，改善用户体验，不断完善下游内容，为VR提供更多消费场景。”郭凡礼如是说。