Guo Xiaofeng April 27th Report
In the hot VR (virtual reality) point, HTC is looking for the intelligent mobile phone scenery.
In yesterday's HTC VR China strategy and ecosystem conference, with new VR vive helmet, HTC announced in the beginning of pre-sale,, although not announced the final price, but it did not affect the popular atmosphere at the scene. Luxury investment $one hundred million VR Vive X accelerator program to industry has injected a shot in the arm.
VR hopes to turn over
As a mobile phone manufacturers in the early layout of HTC VR, this may be a chance to turn over. That is because in the smart phone market, HTC is still the market participants, but in the market share, which has become the edge of the manufacturers.
According to market research firm Technology IHS statistics show that HTC has fallen out of the global market share of the top ten list, and even ASUS has been the same as Taiwan manufacturers beyond. Market research firm DigitimesResearch released in 2015 the third quarter of the world's top 15 smart phone manufacturers list, HTC has disappeared, while ASUS has achieved a 1.4% share ranked fifteenth.
In addition, the smart phone business is a serious drag on the overall performance of HTC. The latest results show that fourth of the 2015 quarter HTC revenue of NT $4 billion 200 million, equivalent to RMB yuan, a decline of 35%, down 55%. Also hit a new low of HTC 10 years in February.
Admittedly, HTC than any people have predicted that the failure of its mobile phone business, and not afraid of being killed chose to enter the new field of VR. So we see that from last year's MWC and valve (the famous "half a life" game developers jointly launched the VR equipment HTC vive, to spend $10 million dollars to invest in the VR platform WEVR (content providers), again to today Hao investment 100 million U. s.dollars to build ecology of VR, the degree of emphasis on VR HTC non with the general.
Due to the expected performance of VR HTC devices, so that investors forget the past share price crash and cheer up. February 29th global sale on the same day, less than 10 minutes, $799 Vive HTC book that is more than 15000 units. On the same day, HTC share price is NT $80.3, after soaring. Once touched 136.5 New Taiwan dollars, if you count from the end of last month as high as 70%.
For HTC, in the field of VR go better than sit still, perhaps this is a chance to turn over.
China market pull the initiative
In the United States, the social networking site Facebook for $20 billion acquisition of research and development of VR technology, VR glasses for the main products of oculus; at home is a storm technology, DepthVR, the ant to visual, fireworks workshop and countless companies is delving into the VR technology.
However, the current VR market is still facing a lot of problems, the lack of technology led to the poor experience, the lack of market, the lack of market, the standard is not a result of poor interoperability and so on.
For HTC, the more mature VR technology and equipment already, but also need more content partners. From the VR HTC strategy point of view, these content partners not only limited to the industry consensus of the game industry, but also including real estate, education, health, etc..
Second, the opportunity is still in HTC, although in the global field of VR product competition is hot, but most of the international manufacturers of products have not yet layout China market.
Domestic mobile phone manufacturers Huawei recently although announced the launch of VR glasses, but no timetable for the listing, ZTE, cool next month will launch related products, but overall the majority of mobile phone brand is still in wait-and-see; professional VR equipment manufacturers just spend capital boom, volume and scale is still in the primary stage. Compared with HTC in terms of hardware, content, platforms and other aspects of the calculation is the first opportunity.
It is understood that, in order to gain a firm foothold in China's VR market, HTC has turned its attention to the technical, market and content and other fields of cooperation partners.
Among them, the above mentioned VR accelerator program aims to promote ecological development of virtual reality, by providing a variety of tools and professional guidance for developers and start-up team, help the most promising development team and rapid development. Excellent VR products will have the opportunity to work directly with Vive to get promotion.
Accelerator program will first be carried out in Beijing, Taipei and San Francisco, three cities in the future will be in other parts of the world continue to fall. May X Vive will start pilot in Beijing. Specific content, vive x will be for the three cities has entered the field of VR entrepreneurial team, offering funds, HTC top VR engineers and members of the management guidance, HTC will also invite them to participate in various activities, help the entrepreneurial team and investors, different areas of management of enterprises are face to face communication, the promotion of their works.
For the first time, HTC also jointly launched a joint thirteen partners to set up a virtual industry alliance in the Asia pacific. Including the valve, Warner Brothers (Warner Brothers), Alibaba, NVIDIA (NVIDIA), AMD, a perfect world, Epic Games, unity, Youku, iqiyi, Shun, Ubisoft (Ubisoft), and several League founding member units.
Through this alliance, HTC will joint industry enterprises, work together to promote the virtual reality industry's overall development, areas and ways to expand our virtual reality innovation, integration, even the development of more advantageous resources, to establish their own VR camp.