[China intelligent manufacturing network market analysis] VR box experience is not good, after the consumer's freshness, the product will be oversupply, which ultimately affects the profitability of VR manufacturers.

Recently, the news of the domestic star VR enterprise storm mirror cuts more than half of the news. In this regard, Storm Mirror quickly said that the company is only doing business splits, there is no large-scale layoffs.

The domestic VR market is rushing down the mobile phone box is difficult to "take the big beam"

According to the seniors of Storm Mirror, the company now has about 500 employees. In the near future, more than 100 employees related to VR content were spun off into other subsidiaries. The actual number of layoffs is about 50, accounting for about 10% of all employees. It belongs to the normal elimination of the Internet company.

However, this clarification has not reversed the attitude of the outside world on the decline of the domestic VR market.

The industry divides VR devices into general VR, mobile VR boxes and VR all-in-ones.

Among them, general VR is represented by HTCVive, OculusRift, PlayStaTIonVR, etc., and needs external PC or game console; mobile VR box is represented by Google Cardboard, Samsung GearVR, Huawei VR, smart phone as VR screen and computer; VR integrated machine refers to It is a VR device with a built-in screen and arithmetic unit.

The domestic VR market is turning sharply down. It is difficult for mobile phone boxes to "pick the beam" _VR, mobile VR

In the domestic VR market, mobile VR boxes are mainstream, for two reasons:

1. Compared with the general VR, the mobile phone VR box gets rid of the shackles of the cable and is more free. In addition, in terms of cost, the VR box has advantages over the general VR and the all-in-one machine, and is suitable for the initial promotion of the market.

2. After the launch of Google Cardboard, domestic VR entrepreneurs found shortcuts, so VR boxes like Cardboard were continuously launched in the market, causing the phenomenon of mobile phone VR box.

However, from the experience point of view, the mobile phone VR box is not enough to "take the lead" in the VR market. On the one hand, when the VR box is in use, it will inevitably encounter short messages or phone calls, and the experience is not friendly.

On the other hand, VR box performance is related to smartphone performance. Unfortunately, smart phones with extremely powerful configurations can only bring a little bit of experience improvement to VR boxes. This change does not allow it to compete with general VR equipment.

2016 is coming to an end. The spectacle of the VR market is not expected to happen this year. On the contrary, after the crazy investment in 2015, the capital market has become rational for VR investment.

According to data from research institutions, at the end of 2015, the global VR financing scale grew rapidly by nearly 900 million yuan, which is even higher than the sum of the previous three quarters. However, by the first quarter of 2016, the amount of VR financing fell again to 816 million. Take the Chinese market as an example. In the first quarter of this year, 18 VR startups in China received financing, compared with only 4 in the second quarter. In addition, in some individual projects, there has been a phenomenon of capital withdrawal.

At the same time, the profits of domestic VR manufacturers have also declined. Recently, the media visited Shenzhen Huaqiang North VR box market and reported that in September and October of 2015, it was the golden period for the development of VR box manufacturers. At that time, the profit of each product was over 100%, and the demand for products was in short supply. Now the general profit rate is less than 10%. .

Industry analysis, VR box experience is not good, after the consumer's freshness, the product will be oversupply, which ultimately affects the profitability of VR manufacturers.

The difficult development of the mobile phone VR box is evident. With the increasingly harsh living environment, domestic VR vendors are in urgent need of transformation. Generally, VR has a strong sense of experience, but under the general trend of mobile Internet, it is difficult to become the mainstream of the market. Therefore, the VR integrated machine will become a new way for domestic VR manufacturers.

The VR integrated machine is widely used, and currently faces the pain points such as cost, heat dissipation, vertigo (inherent defects of VR equipment), and needs to be solved by VR manufacturers.

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