Global VR/AR investment continues to grow
In recent years, global VR/AR investment has continued to grow. In 2013, the industry investment was approximately US$300 million; Thanks to the financing of Magic Leap and the release of ARKit, the total investment of global VR/AR in 2017 was driven by the rapid development of AR to US$2.9 billion, an increase of 11.9% year-on-year. Among them, VR invests 2 billion U.S. dollars and AR invests 900 million U.S. dollars.
Diagram 1: Statistics of Global VR/AR Industry Investment: 2013-2017 (Unit: USD 100 million)
![]() |
| (Source: VRCCA Forward Industry Research Institute) |
With the continuous investment in virtual/augmented reality, the global VR/AR industry is also growing in investment. In 2016, the global VR/AR market was 3.9 billion U.S. dollars, of which VR revenue was 2.7 billion U.S. dollars and AR revenue was 1.2 billion U.S. dollars. In 2021, the global VR/AR market will reach 1080 billion U.S. dollars, and mobile AR will become the main driving force for growth. By then, the AR market will reach 83 billion U.S. dollars, while the VR market will be about 2.5 million U.S. dollars.
Diagram 2: Market Forecast for Global VR/AR Industry in 2018-2023 (Unit: USD 100 million)
![]() |
| (Source: Forward-looking Industry Research Institute) |
Tools and technology attract most of the funds. In terms of investment in various fields of VR/AR industry, the amount of investment in tools and underlying technology in 2017 accounted for 37.9%. The amount of investment in hardware accounted for 33.7%. From the perspective of the number of financing projects, the number of financing projects in the enterprise/vertical sector accounted for 51.8% of the total, becoming the most active area for investors.
Now investors have become more cautious about the game industry, entertainment and other content industries; In addition, after the previous VR/AR industry retreats, investors' investments will also be more cautious, and more funds will flow into high-quality companies after the survival of the fittest.
Diagram 3: Distribution of Global VR/AR Industry Investment in 2017 (Unit: %)
![]() |
| (Note: The inner is the money, the outer is the amount, Source by VRVCA Industrial Research Institute) |
With the development of the VR/AR industry, the areas that investors focus on are also constantly changing. From 2013 to 2016, the global VR/AR industry investment focuses on hardware, games, and social networking.
When industry trends are uncertain, tools and underlying technologies that have long-term value are considered to be less risky investment. Therefore, 2016-2017 global VR/AR industry investment focus areas are tools and underlying technologies; Due to lower-than-expected hardware shipments, since 2017, investors have turned their attention to quickly verify product value and generate revenue.
Diagram 4: Changes in Global VR/AR Industry Investment Priorities since 2013
![]() |
| (Source: VRCCA Forward Industry Research Institute) |
China is an important investment destination for VR/AR
The United States is the source of VR/AR concepts and technologies and has obvious technological advantages. The VR concept was born in the United States in the 1950s and has since continued to evolve and improve. It was acquired by Facebook in 2014 and triggered by Oculus. The core technology of VR/AR stems from the groundbreaking work of companies such as Oculus, Microsoft, Magic Leap, Valve Software, and Google, and the application-level technology benefits from the targeted optimization of various types of middleware. Therefore, in 2017, the United States is still the world's major VR/AR investment destination, both in terms of VR/AR investment and the number of investment projects.
Now China is the world's second largest investment destination for VR/AR. China has more than 5,000 VR arcade stores, cinemas and experience centers. Most of the headset hardware manufacturers are located in China. China is also a world-wide component procurement (eg, camera, optical module, display, microelectronics, etc.) and assembly center. In addition, the government has vigorously promoted school technology upgrading and adoption of VR/AR through funds and policies. China has a very important position in the global VR/AR industry and has created many unique investment opportunities.
Diagram 5: Regional Distribution of Global VR/AR Investment in 2017 (Unit: %)
![]() |
| (Source: VRCCA Forward Industry Research Institute) |
The above data and analysis come from the 2018-2023 China Virtual Reality (VR) Industry Development Prospects Forecast and Investment Strategic Planning Analysis Report issued by the Industry Research Institute.
Source: Showhand
http://stock.10jqka.com.cn/20180606/c604911812.shtml





评论
发表评论