virtual reality 2018 markit... · 2018. 2. 2. · confidential. © 2017 ihs markittm.all rights...

Confidential. © 2017 IHS MarkitTM. All Rights Reserved. Confidential. © 2017 IHS MarkitTM. All Rights Reserved.

Virtual Reality 2018 Location-based VR promotes high-end headsets

January 2018

Confidential. © 2017 IHS MarkitTM. All Rights Reserved.

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2


World VR headset installed base forecast is 78million by 2021

28

78

0

10

20

30

40

50

60

70

80

90

2014 2015 2016 2017 2018 2019 2020 2021

World VR Headset Installed Base (m)

3


PS VR stands out of the high-end headsets

0

1

2

3

4

5

6

Sony PSVR Oculus Rift HTC Vive Samsung GearVR

GoogleCardboard

GoogleDaydream

World VR Headset sales volume by brand (m)

2016

2017

4


5

Headsets sales comparison in Asia and West

Gear VR

HTC

PS VR

PS VR

Gear VR

Other


Smartphone VR holds a significant volume advantage

0

10

20

30

40

50

60

70

80

90

2014 2015 2016 2017 2018 2019 2020 2021

World VR Headset Installed Base by Platform (m)

Mobile PC Console Standalone

6


Standalone headsets find traction from 2018 onwards

0

2

4

6

8

10

12

14

2014 2015 2016 2017 2018 2019 2020 2021

China VR Headset Installed Base by Platform (m)

Mobile PC Console Standalone

7


Standalone headsets break through BtoC segments

8

Source: HTC

https://www.vive.com/cn/product/vive-focus-en/

Source: Engadget

https://www.engadget.com/2018/01/08/oculus-

gets-xiaomi-to-make-its-first-standalone-vr-

headset//

Source: Pico

https://www.picovr.com/pico_neo.html/

B to C B to B

Source: HTC

https://www.vive.com/cn/product/vive-pro//

Source: Deepoon

http://www.dpvr.cn/

Source: Pimax


VR Games

9


VR Games outperform other sectors to driver content spend growth

0

500

1000

1500

2000

2500

3000

2014 2015 2016 2017 2018 2019 2020 2021

World VR Games Spend Forecast ($m)

Games Video

10


Games will drive mobile VR content spending

0

200

400

600

800

1000

1200

2014 2015 2016 2017 2018 2019 2020 2021

Sp

en

d (

$m

)

World Smartphone VR app store spend by category

Games Other Apps and experience

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Best strategies for in-home content monetization remain unclear

• Premium monetisation dominates VR games and experiences at present.

• Questions remain:

>Does IAP work for VR content?

>Does advertising work in VR?

>Will subscription work with VR?

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Some $1m+ sellers! However, profitable ROI is exception to the rule at this stage

13

• Premium software sales volume

expectation for releases today:

>PSVR - 5k to 500k

>Daydream – 1k to 50K

>Valve’s Steam – 1k to 200k


Location-based VR

14


Location-based VR venue numbers and forecasts

0

5000

10000

15000

20000

25000

2016 2017 2018 2019 2020 2021 2022

World Location-based VR venues

China 82%

Asia Pacific ex China

8%

North America 4%

Europe 4%

South and Central America

1%

Middle Ease and Africa

1%

Regional Share of Location-based VR venues 2017

15


Location-based VR entertainment – Type of offerings

16

VR arcades/centre

s delivered from existing businesses

Standalone VR arcades/centres

Existing attractions with

added VR

Asia West


Location-based VR venue forecast by venue type

0

200

400

600

800

1000

1200

2016 2017 2018 2019 2020 2021 2022

Location-based VR market forecast （$m)）

17


Location-based VR value chain examples comparison

Content IP owner

VR solution VR hardware Environment

design & build

1st party or partner venue

18

Content IP owner

VR solution VR

hardware

Environment design &

build

1st party or partner venue

Value chain example: The Void.

Green boxes are fully controlled

by operator.

Value chain example: Mix VR.

Green boxes are fully controlled

by operator.


Key companies in the supply chain

19

IMAX

Sony VRcade

Worldwide ex. China location-based VR key players

VR

arcade/venue

operators

Location-based VR

solution vendors VR headsets

Adores Disney

Namco Bandai

AMC

Sega Sammy

Merlin

Six Flags Zero

Latency The Void

HTC NomadicVR

Dreamscape

Immersive

SpringboardVR

VRstudios

Razer

OSVR

Oculus

Samsung

Starbreeze

SoReal

Sony 87870

China location-based VR market key players

EMAX

ShenLinQiJing

Leke VR

VR

arcade/venue

operators

Location-based VR

solution vendors VR headsets

3Glasses

HTC

DeePoon

AntVR Nibiru

The Choice

AllinPlus


VR: Key trends shaping the consumer market

Windows Mixed Reality: Microsoft’s platform play for immersive

computing comes to market. The biggest PC OEMs are set to enter

the market including Dell, HP, Acer, etc

Standalone VR headsets: PC VR headsets companies offers

additional standalone devices to approach BtoC segment.

Xbox One X: The new version will not support VR until at least end

of 2018 leaving Sony’s PSVR a monopoly in the console space.

Samsung Gear VR: Company’s support of Google’s Daydream

brings Gear VR strategy into the spotlight

Google Daydream and View: Daydream’s impact on mobile VR

market limited by component shortages. Standalone/All-in-one

Daydream-based headsets are on the way.

Content trends: Big IP, exclusives, monetisation strategies, cloud-

based services, multiplayer titles, 180 video, and streamed video.

Location-based VR: China location-based VR has matured at a

rapid rate, while Western operators take a more steady approach.

20

Source: Upload VR

https://uploadvr.com/lg-steamvr-headsets-resurfaces-korean-vr-festival/

Source: IHS Markit


Thank you [email protected]

virtual reality 2018 markit... · 2018. 2. 2. · confidential. © 2017 ihs markittm.all rights...

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