At the beginning of 2022, virtual people suddenly caught fire, film and television companies, short video companies, public relations companies, automobile companies, real estate companies have launched their own virtual people, and a kind of "full of virtual people" has emerged.
At the 2022 Jiangsu Satellite TV New Year's Eve Party, Zhou Shen sang the classic songs "Big Fish" and "Small Town Story" with Teresa Teng, who was synthesized through virtual digital human technology; Huang Minghao shared the stage with his digital twin image at the New Year's Eve Party of Oriental Satellite TV; and Hunan Satellite TV New Year's Eve Party also enabled the virtual host.
What is a virtual person?
A virtual person can also be called a type of digital person, simply put, he is a character made through 3D imaging software or other simulation tools, and exists in the form of data. It is a three-dimensional model synthesized by simulating real human organs through digital technology. They have no consciousness, no thoughts of their own, relying on humans to use various algorithms to operate them to carry out all actions, but they have the appearance of the human body and the appearance of various organs of the human body, in the field of medicine, they also have the metabolic function of each organ, and can truly reflect the normal physiological state of the human body and the various changes that occur.
From the function definition, the virtual person is mainly divided into idol type and practical type, the core of the idol type virtual person lies in the value and derivative ability of the IP behind it, while the core of the practical virtual person lies in the technical ability, which requires a high level of technology such as modeling, driving, rendering, and artificial intelligence.
What are the application scenarios?
The upstream news reporter learned that at present, functional virtual people are mainly used in virtual news anchors, e-commerce anchors, government affairs and bank customer service, brand endorsements, etc., which can achieve cost reduction and efficiency to a certain extent.
With the iterative promotion of technology and the blessing of Internet giants, virtual people have emerged on the commercial stage. According to the reporter's understanding, the income of the head virtual person is considerable, and brand endorsement has become the most important commercial monetization means for the idol virtual person. Taking AYAYI as an example, it has been in cooperation with well-known brands such as Guerlain, Tmall, Ammus, LV, Bose, porsche and so on in only half a year. Lil Miquela, a virtual person who is active on Instagram, earned about 76 million yuan in 2019.
What are the listed companies involved?
Virtual people are so popular, inseparable from the support of policies, in October 2021, the State Administration of Radio, Film and Television issued the "Radio, Television and Network Audio-visual "14th Five-Year" Science and Technology Development Plan" pointed out: "to promote virtual anchors, animation sign language is widely used in news broadcasting, weather forecasting, variety science and education and other program production, innovative program forms, improve the efficiency of production and broadcasting and intelligent level", for the first time clearly encourage and support the development of virtual people.
Some brokerage institutions predict that the size of China's virtual person market will reach 270 billion yuan in 2030, and it is expected to maintain a compound annual growth rate of more than 20% in the future.
At present, which listed companies in A-shares are participating? According to the preliminary statistics of upstream news reporters, the concept stocks of the virtual human industry include iFLYTEK, BlueFocus, Jebsen Shares, Fengyuzhu, Golith, Mango Super Media, etc.
iFLYTEK:
Based on the world's leading artificial intelligence technology with independent intellectual property rights, iFLYTEK has made a comprehensive layout in education, medical care, justice, intelligent services, smart cities and other industries, and launched a variety of products in the consumer field, from mobile phone applications to smart vehicles, smart homes, smart terminals and so on.
Blue cursor:
The company has application cases in the three main vertical categories of service-oriented virtual people, idol virtual people, and live-streaming virtual people. The strategic cooperation between the company and Damo Academy is officially based on the intelligent live broadcast solution of DAMO Academy, which is composed of two products, intelligent live broadcast room and intelligent auxiliary broadcast (thousands of faces), which aims to help brands create unique live broadcast scenes and provide consumers with a professional and intelligent live broadcast experience.
Wind Whispering Building:
It is proposed to rename Zhejiang Shenbai Digital Technology Co., Ltd. to Zhejiang Fengyuzhou Digital Technology Co., Ltd., which focuses on the research and development and application of VR, AR, XR, digital virtual human, 3D rendering, immersive interaction, digital twin and other technologies. In addition, the company will also actively explore the field of meta-universe games, through independent research and development combined with cooperation with external game companies to play, and strive to open up the online and offline dimensional walls.
Goris:
The "metaverse" breaks the limitations of the physical world and further integrates reality and virtuality, bringing a new interactive experience and lifestyle. The company's brand ELLASSAY has successively launched innovative actions such as the brand virtual character @Elisa, the social media super Thursday Live+, and the green screen technology fashion show, constantly seeking more digital and youthful expressions.
Jebsen Shares:
The Company took a stake in Shiyou Technology in 2016 and currently holds 24.38% of its shares. Shiyou Technology is a virtual technology provider with a series of solutions and products such as real-time digital human platform, virtual studio, and artificial intelligence big data as its core business. In the subdivision of virtual technologies such as "real-time virtual technology" and "real-time virtual person", Shiyou Technology has matching patented technologies and mature technology products and solutions in supporting radio and television media, virtual anchors and virtual scenes in live short videos, film and television animation virtual content production, VR/AR and meta-universe content production.
Mango Super Media:
The company's main business is mainly composed of three parts: new media platform operation, new media interactive entertainment content production and media retail, a listed company backed by radio and television stations and launching virtual person business, backed by Hunan Radio and Television, and Hunan Satellite TV launched virtual host Xiao Yang
Bray Communications:
The company's main business is school education, smart education, and extracurricular training education business; to independently develop game products, and game operation platform joint operation of game project game business; and Microsoft cooperation to launch virtual hosts N Xiaobai and N Xiao black
Tenjin Entertainment:
In its main business, the company has formed a dual business engine of e-sports games and data traffic, built a product matrix and business ecology in which game operations and e-sports promote each other, brand content marketing and digital effects marketing multi-dimensional promotion, and its own traffic platform and mobile application distribution are synchronously enhanced, and it is one of the most powerful online game developers in China.
Arcsoft Technology:
Arcsoft Technology Co., Ltd. is committed to the research and development and application of computer vision technology, adheres to technological innovation as the core driving force, and provides one-stop computer vision technology solutions for smart phones, smart cars, AIoT and other intelligent devices on a global scale.