Investment plunged 80% but VR still has hope

Electronic enthusiasts eight o'clock early: "Do you see the design of the button?"

Wearing a helmet and sitting on a chair, the eyes are already in the cab of the car, and the leather in the interior exudes a real luster. Busy looking around, the first financial reporter has not noticed what is special about the button. "Where are you talking?"

At this time, the light beam of a flashlight came in, and in the direction of the light, the button mentioned by the other party was seen.

This is the application of VR in Autodesk's automotive design software – in addition to visualizing the 3D model, it also enables remote interaction.

According to the "China VR Market Report" released by market research company Canalys, China's VR industry took off in 2016, and about 300,000 sets of head-mounted equipment shipments (excluding Gear VR and other mobile phone box products) accounted for around 15% of the world. This makes China the second largest VR market in the world. However, in the second half of the year, the VR industry's heat is actually much lower, and the scarcity of content resources and high hardware costs have slowed its development.

However, in the field of design, VR visualization is favored by the industry, and the combination with the automotive and real estate industries is expected to shorten the manufacturing process. In an industry where speed is too fast, it will become a "martyr", and in an industry where the speed is slow and the market is not available, how to handle the rhythm is an important issue.

Innovative industrial design

In September 2016, the "2016 Virtual Reality Industry Development White Paper" issued by the China Electronics Technology Standardization Research Institute under the Ministry of Industry and Information Technology pointed out that although China's VR industry has limitations in software and hardware technology, limited application areas, and insufficient results, China VR The industrial potential is still very huge.

For example, the automotive, education, medical, real estate and other industries have become the direction of VR companies.

“It is unrealistic to want to directly break the existing workflow. It is easier to integrate VR into the workflow and improve the original work efficiency.” Bao Yongzhe, vice president of HTC virtual reality new technology department, explained that industrial design In fact, the design centers and manufacturing centers of many car factories in Europe are separated in different places. If you design a proportional car in VR, all participants can connect to the car remotely, which is convenient for communication and saves the cost of proofing. It also allows designers to see the design results more intuitively.

This has been reflected in Autodesk's automotive design software. Autodesk demonstrates VR typical applications that rely on immersive design techniques and cross-regional collaboration. With VR devices, designers can remotely operate in different regions and implement multi-faceted design interactions and reviews through simulation-like tools like “flashlights”. The real car's internal structure and design environment are presented in a more intuitive way compared to the idea of ​​building from the plane.

“The process of two-dimensional to three-dimensional is the most demanding.” Ding Ning, technical manager of Autodesk, told the First Financial Reporter. For example, the surface corresponds to different curvatures. Each time an angle change means that a large amount of time adjustment is required in the early stage design, and a good tool can complete the effect of “sending one shot and moving the whole body”. The high light belt is not perfect. The design of the whole vehicle is too heavy. The preparation from sketching to digital model has not been more than two hours. It is not necessary to wait until the car is completely produced. The early intervention can correct the deviation earlier. With a 3D model, combined with VR, you can enter the visualization phase early.

Not only that, a 13-inch computer screen is difficult to restore the realism of the car, but in the virtual world can be expanded to the real size. The effect that practitioners have seen in at least a month or two can now be displayed in a cup of coffee. For this reason, changes in the designer industry are also taking place, such as the growth of digital model engineers is the fastest.

VR investment ups and downs

Although people in the design industry are paying more and more attention to VR, including software developers are also considering to enhance the application of visualization, VR investment is experiencing ups and downs.

Crunchbase's data report said that in the first quarter of 2017, the global VR / AR venture capital investment was only 200 million US dollars, compared with the same period last year, 1 billion US dollars, plummeted 80%. "When VR was very hot last year, the VR was not so good at the time. When everyone had doubts about VR today, VR was not so bad. From the past two years, in the production of some upstream and downstream technologies and contents. In all respects, the progress is obviously one year after year. This industry should still be in the process of rapid development.” Xiong Wen, vice president of intelligent hardware of Aiqiyi, said that he does not recognize the concept of the vents and window period, from technology, From the perspective of products and content, everything needs to be gradually accumulated to reach the point of explosion. It is difficult to artificially ripen it.

This has been widely recognized by the industry. Bao Yongzhe once said to the media including the first financial reporter: "If you actually look at the industrial chain, you don't feel cold, the big plate is still growing, and the growth rate has not changed." According to the Canalys report, in the Chinese VR market, HTC is currently in the lead with an 18% share. In the past year, its main product, Vive, has shipped more than 50,000 units in China.

In his view, it is better to say that in the second half of 2016, when the winter was cold, it was better to say that the fire was too strong in the first half of the year. The "virtual fire" actually has two sides. On the one hand, a more unconventional concept is more easily reflected in the minds of consumers. On the other hand, such propaganda has raised the audience's expectation for VR, but in fact, the technology still It did not reach the level that people imagined.

"VR is hot again, and now it is also a transitional stage. Once you have a 3D digital model, all of the advanced technologies can be applied. MR or 3D printing is actually a technical application. The core is whether there are three-dimensional numbers. Mode." Ding Ning said.

“When it comes to VR/AR investment, people feel that there is an outbreak in 2016, and then calm down in the second half of the year. This is actually a law in the investment community. Calmness represents a higher level of thinking and a broader perspective. Make investment choices," said Zhang Hui, chairman of Palm Investment Co., Ltd.

In the case of the number of terminals and business models are not good, in terms of hardware and technology, at an relatively reasonable cost, provide an acceptable and attractive content to increase the user's stickiness and become a lot of VR. The company is included in the 2017 timetable.

Ma Liming, vice president of Magic World, said that after a period of integration and screening, the VR industry will gradually mature, and the final demand side will still be the traditional industry. "It's not that a hammer like VR can solve all the problems. Although this hammer is wrapped in gold and wrapped in silver, it is very beautiful, but we will finally find where the nails we knocked, and the traditional industry seems to need VR. The nail that the technology knocked in."

"The development of any industry has to undergo a period of spiral development. It is impossible to always rise in a straight line. There must be ups, downs, and accumulations. After a bubble, a good company will emerge." Managing Director, Songhe Capital Si Wenmin said.

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