(Note: This statistic does not include undisclosed financing and acquisitions, or crowdfunding. If it is officially declared as "ten million", it is calculated as "100000". In addition, corporate financing and acquisitions that benefit from AR/VR but are not directly related are not included (such as computer vision, gesture recognition, holography, virtual idols, etc. ). At the same time, AR and VR are listed separately, so the data will be different from other statistics, please understand. )
To sum up the reasons for the decline in financing scale, on the one hand, the capital market is more calm, on the other hand, some industry trends can be found. For example, AR has gradually moved from the product innovation stage to the application scenario, while the VR head-mounted display market has experienced the survival of the fittest, leaving a few head companies such as Oculus and HTC. More financing in the AR/VR field has flowed into application development and solution companies, which confirms the trend that AR/VR has begun to pay more attention to applications.
In addition, from the financing performance of 20 19, we can also see the investment of giant companies in different fields of AR, such as Huawei's companies investing in Xun You Optoelectronics, an AR optical waveguide manufacturer, or developing energy storage for AR glasses; Alibaba chose to invest in mobile AR marketing company to play American Mobile; Google will invest $500,000 in Hello Team Solar to develop LBS AR applications.
AR capital market calm
In order to understand the performance of 2065 438+09 AR capital market, it can be seen from the financing road of Magic Leap, a "star company", that AR has left the stage of "concept video" and started to pay more attention to the research and development of core technologies such as practical application and optics.
Accounts receivable financing
Around 20 18, Magic Leap raised no less than USD 460 million a year. However, after 19 received $280 million from Japanese operator NTT Docomo in April, it did not disclose the new financing. It is reported that the E-round financing is already in progress, but there is no update yet. It is reported that Magic Leap One has a large inventory backlog. In order to obtain more funds, Magic Leap mortgaged all its patents to JPMorgan Chase, and even several senior executives left, and the company suffered great changes.
In addition to Magic Leap, other AR glasses manufacturers that received more financing in 20 19 years include: Liangfengtai (538 1 10,000 USD), Beifang (4 billion USD), QD Laser (3.369 billion USD) and Nreal (3 1 10,000 USD).
In addition, from 2065438 to 2009, seven AR optical companies received financing with a total scale of 80 million US dollars (the financing scale of Kunyou Optoelectronics is unknown), most of which mainly promoted optical waveguide optical modules.
The total financing times of industrial applications are 23 times, with a total scale of $6543.8+700 million. Among them, RealWear, an industrial ar helmet solution provider, received three financing this year, with a total financing of 654.38 billion US dollars. Other AR industry application companies that have obtained financing involve medical, industrial, training, marketing, education and other scenarios.
In 20 19, only two AR entertainment companies, such as Niantic, obtained financing, which shows that the development of AR entertainment is still slow. Even another LBS AR game "Harry Potter: Wizard League" launched by Niantic after Poké mon Go has not yet shown the same trend of being popular all over the world.
Pay more attention to VR content development
In 20 19, the VR head-mounted display market is still developing slowly. In addition to the internal R&D investment of giants such as Facebook, HTC, Valve and Huawei, a few VR head display manufacturers have obtained financing, including: iQiyi Intelligent (1 100 million RMB), Parallel Reality Pareal (1100 million RMB) and Dapeng VR (tens of millions RMB).
Virtual reality financing
The decrease of capital flowing into VR head-mounted display companies, coupled with other companies' difficulty in breaking through VR head-mounted display technology innovation, shows that the whole VR market is progressing slowly. Domestic Huawei, 3Glasses and Pico seize the trend of short-focus VR head display, and Varjo continues to develop dual-screen display solutions, which is worthy of attention.
In addition to VR head-mounted manufacturers, more offline VR brands received financing in 20 19, including: sandbox VR (twice financing, with a total amount of 79 million dollars), FrontGrid (65.438+0.30 million dollars), HIFUN(724 million dollars), Tyffon (7.8 million dollars) and Holodeck VR (7.8 million dollars).
As in previous years, VR companies with more financing in 20 19 are industrial applications, involving panoramic house viewing, medical care, training, security, in-flight entertainment, simulation, live video and other scenes, with a total financing frequency of 2.3 billion, accounting for 890 million US dollars, accounting for 68% of the total financing of VR.
It also involves the financing of AR/VR.
In addition, in 20 19, the capital market paid more attention to VR content development than in previous years, and more VR game development companies obtained financing, including: XR Games (654.38+0.95 million USD), Ridiculous Hoy (4.4 million USD), Jolly Good (5.9 million USD) and Cooperative Innovations (653,000 USD).
In addition, in terms of content, in addition to VR games, 20 19 focuses on socialization, and a number of VR social companies and platforms have obtained financing, such as: Rec Room, a VR social application development company, antigravity (US$ 24 million), LIV, a MR video recording technology company (US$ 3.6 million for twice financing), and Showroom, a VR social live broadcast platform (28/2000).
Investment trend of head office
The giant's every move deserves attention. Huawei invested in Kunyou Optoelectronics, an AR diffractive optical waveguide manufacturer, Alibaba led the mobile AR technology company to play around the United States, Google invested in Hello Team Solar*** to develop LBS AR applications, and Netease participated in HaptX, a VR somatosensory glove manufacturer.
It can be seen that different companies have different layout directions for AR and VR. For example, although Huawei has not yet launched AR glasses, it has become inevitable to increase the investment of domestic manufacturers.
Alibaba prefers scenes such as AR marketing (such as lipstick color test). Compared with the previous investment in Magic Leap, an AR head display manufacturer, this investment is more conducive to the business development of its own e-commerce platform.
In recent years, Google has invested significantly more in AR than in VR, especially in the ARCore platform. Of course, since Niantic has left Google and developed well, continuing to invest in Hello Team Solar by LBS AR application developers also shows Google's comments on software and content platforms.
Although the total financing scale of AR/VR in 20 19 years continued to decline compared with that in 20 18 years, after the reshuffle of the industry, we can see that a small number of VR/AR head-mounted companies are still favored by capital, which also produces application scenarios with high development prospects, such as industry applications, games, social interaction and so on. Among them, the total domestic VR/AR financing is 2011650,000 US dollars, accounting for nearly 50% of the total global financing, which shows that China's investment in AR/VR still occupies a leading position in the world.