[Insight into Chip Trends] In the race for the Metaverse, is the key AR/VR devices?

Not long ago, Meta suddenly announced that it would not hold the F8 Developer Conference this year . The reason for the cancellation was not COVID-19, but to give way to the development of the "Metaverse" . In addition, domestic manufacturers also "look favorably" at the Metaverse. First, ByteDance acquired a VR equipment manufacturer, and then Baidu launched the Metaverse social APP. Domestic and foreign technology giants are constantly increasing their investment in this future track. As the key to open the door to virtual-real interaction, the development of Metaverse hardware products is also in full swing.

Since the concept of the metaverse came out last year, AR technology that can achieve virtual and real superposition has attracted the attention of many developers. However, due to early technical limitations, the application of it mainly tends to be production tools rather than consumer products. With the upgrading of technology, this situation is changing.

The first to highlight this turning point is the product design of smart glasses . In the past, AR glasses were not only heavy, but also required external accessories to experience their functions. Nowadays, AR devices are gradually becoming lighter and their appearance is basically the same as ordinary glasses. Perhaps one day in the future, everyone will choose to wear AR glasses to start a day of work and life.

In addition, application scenarios and interaction methods are also key points of exploration. As smart glasses become increasingly portable, AR glasses will no longer be limited to traditional industrial production scenarios, and business work and daily life will become important application directions. Wearing AR glasses, it can act as a teleprompter when presenting a plan; it can provide real-time and accurate translation during business negotiations; it can be used for convenient photography during daily leisure; it can be transformed into a high-definition display during home entertainment... In the future, AR glasses may become one of the indispensable smart devices in people's lives.

In the planning of the next market opportunity - the Metaverse, AR will become an important connection device and the basis for subsequent interactions. From production to consumption, from industry to daily life, AR devices will provide more new options for virtual-reality interaction experience.

Unlike AR, VR technology, which provides a complete virtual reality experience, seems to be more attractive to consumers. However, the biggest threat to the VR industry is the boring content interaction!

Wearing a VR headset to watch a certain content is a one-way experience that can no longer give consumers a sense of freshness. VR manufacturers are beginning to tend to add accessories to their products, and the upgrade of VR technology is transitioning from "emphasizing experience" to "emphasizing interaction . "

Accessories enable more forms of interaction, allowing users to truly "enter" the virtual space . VR headsets are no longer just gaming devices, but can also be used to build virtual classrooms and remote work with online content. We can even be bolder. Under the continued impact of the global epidemic, we can use VR to build virtual chat rooms, move concerts and parties into virtual spaces, and relatives and friends who cannot get together in reality can meet in the VR world!

Aiming at the golden period of Metaverse hardware development, many listed companies have entered the smart wearable device manufacturing in 2022. Just as smartphones ushered in the era of mobile Internet, the changes in virtual and real interactive devices may be the prelude to the era of the Internet of Everything.

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