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Editors: Bianjiang, Nanshan
Musk fired again, this time targeting the flaming Metacosm and Web3.
What is web3? What does it have to do with the metacosm?
The consumer electronics sector has continued to rise sharply in recent days, and brokers have shouted: the industry may meet the outbreak of singularity...
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The "shoe-frying group" also entered the meta-universe
What is Musk's shelled web3?
How hot is the metaverse? Following the "house speculation group", the "shoe speculation group" has also entered the meta-universe.
Last week, Nike announced the acquisition of a digital fashion platform called RTKAF. According to the data, RTKAF is a digital sneaker collection website originating in London, England.
Earlier, the company had posted on social media a photo of Musk wearing a pair of Tesla Cybertruck-inspired sneakers to the dinner, which attracted a lot of attention, and even many people asked for a price to buy.
But in fact, the shoes were done by RTFKT P, and Musk didn't wear it. But it was such a pair of virtual sneakers that was subsequently sold for a staggering $15,000. RTFKT also became a hit.
The acquisition of RTKAF means that Nike plans to provide more virtual footwear collectibles in the meta-universe space and start the "meta-universe collectible shoes" business.
In the capital market, the metacosm continues to be hot. Today's A-shares, a number of meta-universe concept stocks rose and fell, and related indices continued to hit new highs.
On the news side, at the Economic Work Conference of the Shanghai Municipal Party Committee held yesterday, Li Qiang, secretary of the Shanghai Municipal Party Committee, pointed out that it is necessary to guide enterprises to step up research on an important platform for the interaction between the virtual world and the real society in the future, and to cut into the layout in a timely manner. It attaches great importance to the technical iteration dominance, industry standard definition right, and value pattern distribution right of terminal products, accelerates the development of new terminal products directly for individual consumers and household names, increases the research and development of new energy intelligent networked vehicles, and strengthens the cultivation and layout of intelligent service robots, smart wearable devices, smart homes and other fields.
Still, Musk, the world's richest man, seems to scoff at the metacosm. According to a number of media reports, Musk recently shelled the metacosm on social media, saying that the metacosm is just a marketing term.
In fact, Musk's original text is not talking about the metacosm, but web3. Compared to the metaverse, web3 is relatively new to us. So, what exactly is web3?
In simple terms, web3 (Web 3.0) is the next generation of Internet technology relative to Web 1.0 and Web 2.0. Web 1.0 is represented by the early portals, search sites, and the main feature is the passive reception of content delivered by the network. Web 2.0 began to move towards interaction, where users were no longer passive recipients of content, but could create their own content on a web platform and interact with other users on the web. Web 3.0 does not currently have a clear definition, but the general consensus is that Web 3.0 will be a decentralized Internet based on blockchain technology.
Web 3.0 is important because the market believes that Web 3.0 will be the fundamental driving force behind the creation and continuous growth of the metaverse. If the metacosm is the "superstructure", then Web 3.0 is the "economic foundation", Web 3.0 will be realized before the metaverse, and the development process of Web3.0 will also determine the time of the metaverse landing to some extent.
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Consumer electronics is eyeing these two lines
Compared with the content of the metaverse that is still relatively distant, the metaverse technology and hardware basic level represented by Web 3.0 and VR/AR may be a more visible opportunity.
In recent times, consumer electronics stocks, including the VR/AR concept, have continued to pick up, especially today's collective agitation in the sector.
In December, the leading Luxshare Precision rose by more than 20%. Goertek shares, Lansi Technology and other stocks also rose sharply this month.
Financial report data statistics found that the consumer electronics sector in the third quarter of the benefit of orders to rebound overall ushered in a month-on-month improvement in performance, especially the Apple chain improvement is obvious.
Since the fourth quarter, the good news about consumer electronics has also continued. According to the Chinese Academy of Information and Communications Technology, mainland China shipped 34.841 million smartphone units (year-on-year: 25.7%) in November, driven by Apple's new machine releases, and 310 million units (year-on-year: 14.7%) in January-November.
However, it is an indisputable fact that the general trend of global mobile phone shipment growth will continue to slow down in the future. So where is the future of consumer electronics?
The early article of the value line highlighted the ar and other devices and smart cars and the increase has become the focus of market attention. These increments will indeed bring quantitative expectations to the performance of some listed companies in the upstream and downstream of the industrial chain.
Policy support, giant trends, technological upgrading, etc. involving industries will inject new vitality into the track.
First, the metacosm is a long-term trend of the industry, is VR/AR facing the outbreak of singularity?
On the news side, a number of new VR devices will be launched in 2022. It is expected that the industry will continue to have catalysts, including THE release of a new generation of products by META, the release of psvr2 by Sony, and the launch of Apple's first headset product.
According to industry chain information, the current sales of Oculus Quest2 have reached 10 million units, becoming the world's first phenomenon-level VR hardware product with sales of more than 10 million, exceeding market expectations. In addition, Apple next year will most likely launch consumer-grade headset devices, and has begun to plan the second generation of AR/MR headset devices, shipping time may be in the second half of 2024, it is expected that in 2023 Apple AR/MR headset equipment shipments will be 2.5 million units, 2024 will reach 8 million-10 million units, Apple's second-generation AR/MR headset equipment shipments will achieve substantial growth, is expected to drive the industry to break out in full swing.
Under the entry of various giants at home and abroad, the attention of the meta-universe plate market remains high, the long-term trend of the industry is strong, and VR/AR hardware as the entrance to the meta-universe traffic occupies a key position in data collection, and is still in a value depression.
According to the latest research report of Guorong Securities, the meta-universe is a long-term trend of the industry, VR/AR hardware as the entrance to the meta-universe traffic is still at a relatively low level, Oculus shipments have reached tens of millions of orders of magnitude, and the industry may meet the outbreak of singularity.
Second, pay attention to the huge increase brought about by automobile intelligence
The electrification and intelligence of automobiles continue to advance. Recently, the discussion in the second half of the market about automotive intelligence is also boiling. The advent of smart cars of giants such as Xiaomi and Apple is also getting closer and closer.
On December 21, Huawei held the "2021 Huawei Intelligent Vehicle Solution Ecosystem Forum" in the form of online live broadcast, and Huawei has completed the layout in three major areas: intelligent vehicle digital platform iDVP, intelligent driving computing platform MDC, and HarmonyOS intelligent cockpit.
According to market analysts, from the perspective of market size, the size of China's automobile and aftermarket is as high as 10 trillion yuan, which is 10 times that of the mobile phone market. From the perspective of penetration rate, the current new car penetration rate of L1/L2 smart cars is about 45%, which is equivalent to the penetration level of global smartphones in 2012, and the penetration rate is expected to reach 80% in 2025.
In addition, innovation in the automotive field is all-round, and smart cars are also an important scenario for future smart life, and are an indispensable part of the consumer electronics giant's realization of ecological closed loop.