Tianfeng Securities: Metaverse Dynamic Research and Tracking (with report)

Summary

Discuss the NFT of Web3.0

The significance of NFT lies in essentially changing the market of virtual items through blockchain technology and non-homogeneous attributes, creating a new system of digital transactions. A good NFT has a high degree of community recognition and social attributes, and can effectively resist the market fluctuations brought by the blockchain in the market. In the near future, binding IP value to NFT will bring deeper customer connections and add value to NFT. In the further future, the industrialization of NFT may be the general trend.

NFTs are developing rapidly at home and abroad. Overseas Coinbase launched NFT market to achieve differentiation through social media, OpenSea acquired NFT aggregator Gem; domestic, Internet giant camera production and trading platforms and digital art collections, such as Tencent Magic Core and Whale Detective, collections include Qi Baishi’s paintings and Dunhuang Feitian NFT payment code skin. Museums use NFR to bring artefacts into the public eye in new ways. With the entry of more merchants, government units such as the State Cultural Exchange have reasonably regulated the transaction of digital collections and issued relevant policies to regulate them.

VRAR Series Tracking Update

The overall layout of Oculus covers hardware, content ecology and social platform, creating a closed-loop ecology. In terms of applications, new marketing revenue will exceed 1 billion US dollars in 2021; Horizon AR/VR layout integrates social interaction, games, and collaborative office to build a metaverse space for free creation ;Song PSVR2, new products on Apple AR/VR and Quest Pro cameras; Pico’s self-research capabilities are still being explored, and the layout and construction rely on overseas high-quality applications; Tencent’s AR/VR layout, hardware acquisition of Black Shark Technology, software development relying on IEG or The launch of VR content is a two-pronged approach with a combination of hard and soft. Domestic companies attach great importance to self-research capabilities and invest heavily in VR content development and industrial chain.

New consumption of the Metaverse

Metaverse is to serve humanity and help companies and products to be marketed and sold in a more advanced, efficient and cost-effective way. The process includes but is not limited to using AI technology to combine products and scenarios to show customers, attracting more high-quality IP and manufacturers to join, building a communication bridge between brands and consumers to meet the needs of consumers in the new era, and deploying elements of the entire industry chain. Cosmic virtual consumption system.

Internet giants overweight layout of virtual social

The degree of development of virtual social platforms at home and abroad is different. The initial virtual social platform has been established overseas, and it is still under preparation in China. Virtual social networking is used in multiple scenarios, and the development trend of the domestic Internet is still the focus.

Engines & Virtual Humans – the cornerstones of the Metaverse

Major development companies have further upgraded their technologies to support Metaverse innovation. Unity acquires Ziva Dynamics to open up and popularize virtual real-time character creation; LEGO and Epic Games team up to create a children’s metaverse; Epic is involved in metaverse development in the game sector with the support of maintaining the metaverse engine; Nvidia releases free Omniverse and first games for individual creators A metaverse avatar.

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