Ready Player One, released in 2018, is considered a classic film that interprets the concept of metaverse. In this movie, in addition to seeing the futuristic virtual world concept and cool movie special effects, you can also see the budding meta-universe business opportunities. The market's pursuit of metaverses is not without purpose, and Meta, Microsoft, Apple, TSMC, Nvidia and other major manufacturers are so optimistic about the development of metaverses, so what key industries should investors lock in early layout?
Ready Player One is set in 2046, when people are used to using VR head-mounted displays to enter the virtual world, and the protagonist Wade has lost both parents since childhood and lives in a slum with his aunt. But as soon as he entered the virtual world, he immediately became a handsome hipster man, and traveled through different scenes in the game, earned virtual currency by participating in competitions, and also made many friends, and even fell in love with a virtual identity, and solved puzzles with his partners, defeated the villain who wanted to control the virtual world "oasis", and returned the virtual world to the creator's original intention at that time.
The visual effects of Hollywood movies are speechless! It's definitely a challenge to the limits of the human senses, but the concept of the number one player was really just science fiction 20 years ago, but now it doesn't seem so far away. Science fiction into reality, not only bring about changes in human life, but also changes in economic patterns, when the wave appears, you can see the essence of the operation of new business models, investment layout, profits will have a good chance to outperform the market.
One might ask why the concept of a metaverse was already in the 1992 novel Snow Crash, but why is it only now a hot topic? Because the metacosm is to be visualized from a concept to a "practical" technical basis, it has only begun to develop rapidly in recent years.
In terms of hardware, there are artificial "skins" with VR head-mounted displays and sensing functions; all games and scene construction in the virtual world require powerful computing power and high-efficiency chips to provide realistic rendering effects; a large amount of data and data need high-speed 5G, or even 6G networks, to reduce latency and make the experience smoother; advanced data centers can collect and process a large amount of data, which can strengthen deep learning and train artificial intelligence (AI).
There is also a very important key in the virtual world, that is, to be economically self-sufficient. To do this, it is necessary to establish an economic system in the metaverse, and the economy in the virtual world must be able to connect with the real world, and virtual currency is the medium of transaction in the virtual world. Blockchain technology, on the other hand, ensures that users' transactions in both the virtual and real worlds are authenticated, transparent, and cannot be tampered with.
The metacosm cannot be established with a single or a few industries, and its effective operation depends on the establishment of the entire industrial "ecosystem". When we look at the metacosm as a matter of ecology, we find that it is not a linear development, but like the real world, it is widely involved and the various factors affect each other.
In the SOARING SALES OF VR/AR HARDWARE DEVICES, THE EMERGENCE OF POWERFUL CHIPS, THE EXPANSION OF BIG DATA COLLECTION CAPABILITIES IN DATA CENTERS, THE RAPID GROWTH OF MACHINE DEEP LEARNING TECHNOLOGY, THE INCREASINGLY "SMARTER" AI, THE VIRTUAL COINS AND BLOCKCHAIN THAT BUILD THE VIRTUAL ECONOMY HAVE BEGUN TO BE WIDELY ACCEPTED, and the infrastructure construction of the metaversium has already achieved preliminary results, and the clearer the future visibility, the greater the business opportunities, at this time, it is the best time for investors to enter the layout!
If we look at the Movie Of Number One as an investment commodity from another angle, what business opportunities can we see? The basis for the development of the metaverse market has gradually matured, and the future progress will be more rapid, the number one player shows, the metacosm possible presentation, from the results to backwards, to achieve these effects, what elements will be needed? These necessary factors are where the investment opportunities lie.
In the film, Wade enters the virtual world through a VR head-mounted display, a multi-directional runner, and a body-sensitive touch suit, producing the same touch and experience as in the real world. Hardware devices are currently the only way to enter the metaverse, and VR head-mounted displays are becoming lighter and cheaper.
Meta CEO Zuckerberg said that if the price of vr head-mounted displays does not exceed $200 and the annual sales reach 10 million units, VR headsets can usher in explosive growth, which can truly popularize the world of the metaverse to most people. The 128 GB Oculus Quest 2 currently sells for $299, not far from the target price, and Qualcomm's CEO estimates that Oculus Quest 2 sales may have exceeded 10 million units.
In addition, Meta is already developing a sensing glove "Reskin", which uses a soft material, deformable sensing skin, and also embeds many magnetic particles, which can be measured and sensed as long as they are close. The standard equipment for entering the metaverse world in the future is likely to be from head to toe, producing the same sensory experience as the real world.
Hardware equipment is the basic ticket to enter the virtual world, so its price and sales volume are one of the indicators to judge the acceptance of the meta-universe industry in the market. The related hardware equipment industry is the "thermometer" of the metacosmic market.