派杰全球VR产业趋势 amp;amp;公司版图报告.doc

派杰全球VR产业趋势amp;amp;公司版图报告 Gene Munster Senior Analyst Internet 612 303-6452 gene.a.munster@pjc4 Travis Jakel Research Analyst 612 303-6530 travis.s.jakel@pjc Doug Clinton Research Analyst Internet 612 303-6530 douglas.j.clinton@pjc Erinn Murphy Senior Analyst Global Fashion amp; Lifestyle Brands 612 303-8356 erinn.8#004699e.murphy@pjc NEXT MEGA TECH THEME IS VIRTUAL REALITY ?? The Next Mega Tech Theme is Virtual Reality (VR). We believe virtual reality and augmented reality are the next mega tech themes through 2030. We liken the state of virtual and augmented reality today as similar to the state of mobile phones 15 years ago. It likely will take a decade before mainstream adoption as necessary improvements in displays and applications as well as lower pricing are needed to drive demand. The first phase will be virtual reality, which we believe will start over the next several years, and is the primary focus of this report; the second phase will be augmented reality. ?? How VR Will be Used. Our optimism around the theme is based on consumers’ insatiable appetite for new tech experiences: virtual and augmented reality are radically new tech experiences. On the virtual side, new immersive worlds will open up, including gaming, live sports, concerts, immersive cinema and social experiences. Down the road, users will be able to virtually attend an NFL or NBA live game with a 50-yard line seat, listen to a live concert of your favorite band with a front row seat, watch movies optimized for VR, or visit friends in far-away locations. Classrooms in small-town USA will be able to virtually (and relatively inexpensively) tour the Great Wall of China, Egyptian pyramids, Stonehenge, the Coliseum, or the inside of a factory or laboratory. The possibilities are endless. ?? Market Size. We see market size, excluding hardware, from live sporting events, concerts