Following Oculus' launch of Rift, Valve and HTC in conjunction with PC-class VR helmets such as Vive, Samsung and Oculus jointly launched the Gear VR mobile phone box benchmark, a product logic that integrates "mobile phones directly into the box", based on China's unique mobile terminal. The resources of the industrial chain have promoted the creation of an integrated VR helmet and began to grow wildly in the Chinese market.
According to incomplete statistics, there are at least 30 large and small companies in the country that publicly smash the VR integrated machine. This does not include the unknown small enterprises and the OEM solutions of Shenzhen Huaqiang North.
In the past year, we have seen that Chinese VR hardware manufacturers have rushed out to launch new product lines, aiming at the VR machine market. We have heard that all kinds of advocacy, one machine by mobile The solution will be the ultimate direction of VR products. Vendors, too, think that the all-in-one machine can kill low-cost mobile phone boxes and clumsy PC VR, and fall into self-imposed and imaginary.
But recently, the wisdom of things to hear, the lively behind is actually a "routine", from the source of the raw materials of a "well-known brand" VR machine parts, and based on a series of "squats" behind the event, let us be "the moment" VR integrated machine heat has produced several major questions:
1. Why is the VR machine only fired in China?
2. At the price of 3,000 yuan, how many consumers will really be willing to pay?
3. If the real demand does not exist, then what factors will help behind the scenes?
First, the domestic one machine into the next wave of VR hardware Red Sea
In the past year, about 30 manufacturers have already announced their own VR all-in-one plan, which covers: has been released, opened a conference but has not yet mass production, plans to develop a conference, threatening research and development, etc. Rhythm companies; but as far as we know, most of them are still unshipped.
Specifically, the domestic representative VR all-in-one includes:
1. The “Devil†series of Storm Mirror is released in November 2015 and has not been sold yet;
2, 3Glasses Blubur W1, the experience version was displayed at CES in early 2016, and has not been sold yet;
3. Lingjing “Little Black†was announced at the end of 2015, but there is no new news yet;
4. Fireworks workshop, announced at the end of 2015 that it will release the VR integrated machine, which is under development and has no news yet;
5, LeTV, announced at the end of 2015 will release the VR all-in-one machine, there is no news yet;
6, IDEALENS one machine, released in early 2016, has not been sold;
7, Pico VR all-in-one machine, launched the developer version in April 2016, and then began to sell;
8, the big friend VR machine M2, released in March 2016, began to release at the end of June.
In addition, there are all-in-one plans that have been living in everyone's rumors, including Samsung's VR all-in-one, Tencent's VR all-in-one, and Xiaomi's VR all-in-one. Of course, about Google’s all-in-one plan, it’s already been ruined by Daydream at the I/O conference in April this year.
In view of the progress of the above products, it seems that the mainstream VR machine has been formed in China. The real situation may be that it may still be in the concept and exploration stage. Later, we took one of the few big-duty VR all-in-one products that started selling one of the all-in-one products.
Second, the integrated machine supply chain depth survey
We first investigate the supply chain that has the closest direct driving force to the hardware and the bottom line.
1. The foundry mode of Shenzhen one machine
Previously, in the in-depth investigation of the status quo of Shenzhen VR box and all-in-one industrial chain (the article "Exclusively reveals Shenzhen VR underground rivers and lakes: VR boxes costing a few yuan sold tens of millions of units") has already mentioned that VR is now integrated The production resources of the machine are mostly from the OEMs of traditional 3C products such as mobile phones, tablet computers and MP4.
Through this more targeted survey and interview for the VR all-in-one, single-category supply chain, we have learned the following core information:
1) Integrated solution for VR machine
There are mainly solution manufacturers (such as chip, screen, motherboard design), shell mold manufacturers, system manufacturers (SDK, OS loading), channel vendors.
2) Mobile chips and 2K OLEDs optimized based on VR function are scarce resources.
On the chip side. Although foreign chip manufacturers such as Qualcomm, Intel, Samsung Exynos, and domestic chip manufacturers such as Ruixinwei and Quanzhi have already launched corresponding VR hardware solutions, they can continue to supply and achieve low stability. Less,
In addition, based on different all-in-one products, chip manufacturers also need a certain adaptation period.
On the screen side. Based on the feedback from major helmet manufacturers, OLED manufacturers that can reach mass production levels are mainly AU Optronics.
3) The low color point rate of the screen is an important reason why the all-in-one cannot be mass-produced.
Based on the display schemes such as mobile phones and tablets, the screen color point rate is up and down at 2%; however, it is changed to the display scheme under the lens. A slight color point and dust will be unusable due to being enlarged, resulting in a sharp drop in the yield of the screen. Mass production.
4) It is harder to make a mobile phone into a box than to make a mobile phone.
Although the VR all-in-one is similar to a mobile phone in its basic architecture, it is specifically: a new optical path design consisting of a lens and a screen, a head-mounted ergonomic design, a heat-dissipating design different from a mobile phone, and a low-latency, high-pixel optical transmission. The four main aspects of the program still need to be redesigned and optimized.
5) The cost cannot be reduced and it is difficult to sell.
Taking into account the more complex components of the integrated machine itself, and the above four factors together, the cost of the integrated machine at this stage cannot be less than 1,000 yuan. This is also an important reason why most of the ones that can be purchased on the market are concentrated at the price of 3,000 yuan.
According to the product director of a VR all-in-one solution provider, if you are willing to spend more than 3,000 to purchase a VR device, you are actually more likely to choose a better high-end product such as HTC Vive; in the absence of clear demand, very few Some consumers are willing to spend 3,000 yuan just to buy a novel experience.
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