LCOS晶元元宇宙
❶ vr姒傚康鑲￠緳澶存槸浠涔堬紵
vr姒傚康鑲￠緳澶存槸浠涔堬紵
鉶氭嫙鐜板疄姒傚康鑲￠緳澶磋偂涓撴敞浜庤櫄鎷熺幇瀹炴妧鏈鐨勭爺鍙戝拰搴旂敤錛岃嚧鍔涗簬涓虹敤鎴鋒彁渚涙矇嫻稿紡鐨勮櫄鎷熶綋楠屻備笅闈㈠皬緙栧甫鏉vr姒傚康鑲￠緳澶存槸浠涔堬紝瀵逛簬鍚勪綅鏉ヨ村ぇ鏈夊ソ澶勶紝涓璧風湅鐪嬪惂銆
vr姒傚康鑲￠緳澶存槸浠涔?
VR璁懼囨傚康鑲￠緳澶存湁錛
姝屽皵鑲′喚002241錛歏R璁懼囬緳澶淬傚叕鍙告槸Oculus闀滃ご涓ゅ朵緵搴斿晢涔嬩竴錛屾秹鍙婅櫄鎷熺幇瀹為儴浠;2016騫3鏈堝叕鍛婏紝鍏鍙鎬笌楂橀氱懼悎浣滃崗璁錛屽叕鍙歌〃紺哄悓楂橀氬叕鍙稿悎浣滆繘琛孉SIC杞浠跺紑鍙戱紝鏈夊姪浜庡叕鍙稿彂灞曡櫄鎷熺幇瀹炰笟鍔;2016騫9鏈堝叕鍛婏紝姝屽皵鑲′喚涓庨珮閫氬叕鍙9鏈1鏃ュ湪IFA寰峰浗鏌忔灄鍥介檯鐢靛瓙娑堣垂灞曚細涓婂叡鍚屾帹鍑哄熀浜庨獊榫820鑺鐗囩殑鉶氭嫙鐜板疄鍙傝冭捐″鉤鍙扳擵R820錛屽苟鐜板満灞曠ず浜嗘暣鏈轟駭鍝併
鍒涚淮鏁板瓧000810錛氬壋緇撮泦鍥㈡棗涓嬬殑浜掕仈緗戝瓙鍝佺墝閰峰紑涓捐屾柊鍝佸彂甯冧細錛屾ｅ紡瀵瑰栧彂甯冨叾VR涓浣撴満"闅忔剰闂"G1鍜孏1s涓ゆ劇‖浠朵駭鍝併
鑱斿壋鐢靛瓙002036錛氬湪AR/VR鏂歸潰錛屼負鍏ㄦ櫙鎽勫儚鏈哄埗閫犲晢鐮斿埗鐨勫氭懼叏鏅鐩告満闀滃ご宸茬粡閲忎駭鍑鴻揣;360搴﹀叏鏅鎽勫儚妯＄粍宸叉壒閲忓嚭璐с
鑻忓窞鍥洪敐002079錛氬叕鍙鎬負VR璁懼囬噸瑕侀儴浠朵紶鎰熷櫒鐢熶駭鍟嗭紝涓昏佷駭鍝佷負鍚勭被鍗婂間綋浜屾瀬綆★紝鍏峰囧叏闈浜屾瀬綆℃櫠鍦嗐佽姱鐗囪捐″埗閫犲強浜屾瀬綆″皝瑁呫佹祴璇曡兘鍔涳紝鏄鍥藉唴鏈澶х殑鏁存祦鍣ㄤ歡鐢熶駭浼佷笟鍜屾渶鍏風壒鑹茬殑闆嗘垚鐢佃礬QFN浼佷笟銆
涓鍏夊002189錛歀COS鏄涓縐嶆柊鍨嬬殑鍙嶅皠寮弇icroLCD鎶曞獎鎶鏈錛屽叕鍙哥敓浜х殑LCD緋葷粺涓璘V-IR婊ゅ厜鐗囥佷簩鍚戣壊鎬ф澘銆佸悎鑹叉１闀;DLP緋葷粺涓鐨凾IR媯遍暅;LCoS緋葷粺涓璓BS媯遍暅絳夊厜瀛﹀厓浠跺凡鎴愬姛榪涘叆浜嗗競鍦猴紝鍏鍙告槸鏆撮庡ⅷ闀滅殑涓昏佷緵搴斿晢;2016騫9鏈堝叕鍛婏紝鍏鍙歌繎鏃ヤ笌娣卞湷甯傚囧冧俊鎮鎶鏈鏈夐檺鍏鍙(浠ヤ笅綆縐扳滃囧冧俊鎮鈥)灝卞叡寤篤R(鉶氭嫙鐜板疄)浜у搧鑱斿悎鐮旂┒寮鍙戜腑蹇(綆縐扳滆仈鍚堢爺鍙戜腑蹇冣)絳捐浜嗗悎浣滃崗璁銆
鍏冨畤瀹欐傚康鑲￠緳澶
1銆丷oblox錛氭槸鍏冨畤瀹欐傚康鑲＄涓澶ц偂錛屾父鎴廢GC騫沖彴;浣滀負涓涓猆GC騫沖彴錛孯oblox鍚戠帺瀹舵彁渚涙父鎴忕殑鍚屾椂錛岃繕鎻愪緵鍒涗綔娓告垙鐨勫紑鍙戣呯紪杈戝櫒錛屽厑璁哥帺瀹惰嚜琛屽埗浣滄父鎴忓苟涓斾笂浼狅紝騫朵笖榪樿兘涓庡鉤鍙板垎鎴愩備箣鎵浠ヨ磋繖涓騫沖彴鏄鍏冨畤瀹欐傚康鐨勭涓鑲★紝鏄鍥犱負瀹炵幇鍏冨畤瀹欑殑鐣呮兂錛屼竴涓鍏鍙告垨鑰呮槸涓涓鐮斿彂鍥㈤槦蹇呯劧鏄鍔涗笉鑳藉強鐨勩傝屽綋娓告垙鍙備笌鑰呬篃鏄娓告垙鐮斿彂鑰咃紝娓告垙騫沖彴鐢辨墍鏈夊弬涓庤呭叡鍚屾惌寤虹殑鏃跺欙紝娓告垙鎵嶈兘澶熺湡姝ｆ嫢鏈夋搗閲忕殑鍐呭癸紝瓚嬭繎浜庣湡瀹炵殑涓栫晫銆
2銆乁nity錛氭槸涓瀹朵笘鐣岄嗗厛鐨勬父鎴忓紩鎿庡叕鍙革紝鍦ㄨ嫻鏋滃拰璋鋒瓕鍟嗗簵錛屾帓鍚嶅墠1000鍚嶆湁瓚呰繃50%鐨勬父鎴忛兘鏄鐢║nity鍒朵綔鐨;鍙浠ョ敤浜庡壋浣溿佽繍钀ヤ互鍙婂彉鐜頒換浣曞疄鏃朵簰鍔ㄧ殑2D鍜3D鍐呭癸紝鏀鎸佺殑騫沖彴鍖呮嫭鎵嬫満銆丳C銆佸鉤鏉跨數鑴戙佹父鎴忎富鏈恆佸炲己鐜板疄浠ュ強鉶氭嫙鐜板疄璁懼囥
3銆佸姩瑙嗘毚闆錛氬姩瑙嗘毚闆鏄鍏ㄤ笘鐣屾渶澶х殑娓告垙寮鍙戝晢浠ュ強鍙戣屽晢錛屾嫢鏈夐瓟鍏戒笘鐣屼互鍙婂畧鏈涘厛閿嬬瓑涓緋誨垪欏剁駭娓告垙IP銆
4銆丗acebook錛欶acebook鍦2014騫寸殑7鏈堝ｅ竷浠20浜跨編鍏冪殑浠鋒牸鏀惰喘浜哋culus錛孫culus鍏鍙告垚涓轟簡鏁翠釜VR鑰蟲満甯傚満鐨勯《綰х殑渚涘簲鍟嗭紝鍗犳嵁浜嗘暣涓猇R甯傚満鐨25.9%銆
5銆丼ony錛氭槸緔㈠凹鐢佃剳濞變箰鍏鍙告帹鍑虹殑VR澶存樉錛孭layStationVR鐨勫嚭璐ч噺鏄42.9涓囬儴錛屽競鍦轟喚棰濇槸18.8%銆
6銆佸井緹庡叏鎮錛氬湪2020騫寸殑4鏈1鏃ワ紝寰緹庡叏鎮姝ｅ紡鐧婚檰綰蟲柉杈懼厠錛屽彂琛屼環鏄5.5緹庡厓錛屾ｅ紡鎴愪負浜嗏滃叏鎮疉R絎涓鑲♀濄傚井緹庡叏鎮鐨勬敹鍏ュ寘鎷珹R騫垮憡鏈嶅姟鏀跺叆銆丄R濞變箰鏀跺叆浠ュ強鍗婂間綋涓氬姟鐨勬敹鍏ャ
鉶氭嫙鐜板疄vr姒傚康鑲℃湁鍝浜
鉶氭嫙鐜板疄vr姒傚康鑲℃湁鏁扮爜瑙嗚銆佹搗搴峰▉瑙嗐佹槗灝氬睍紺恆佸ぇ鎮掔戞妧絳夌瓑銆傛傚康鑲℃槸鎸囧叿鏈夋煇縐嶇壒鍒鍐呮兜鐨勮偂紲錛屼笌涓氱嘩鑲＄浉瀵硅岃█鐨勩備笟緇╄偂闇瑕佹湁鑹濂界殑涓氱嘩鏀鎾戙傝屾傚康鑲℃槸渚濋潬鏌愪竴縐嶉樻潗姣斿傝祫浜ч噸緇勬傚康錛屼笁閫氭傚康絳夋敮鎾戜環鏍箋傝岃繖涓鍐呮兜閫氬父浼氳褰撲綔涓縐嶉夎偂鍜岀倰浣滈樻潗錛屾垚涓鴻偂甯傜殑鐑鐐廣
鉶氭嫙鐜板疄姒傚康鑲￠緳澶磋偂
1銆佸綋鉶圭戞妧銆傛槸涓撲笟鏅鴻兘瑙嗛戣В鍐蟲柟妗堜笌瑙嗛戜簯鏈嶅姟鎻愪緵鍟嗐
2銆侀浄鏇煎厜鐢點侺ED浜氬お鍦板尯涔冭嚦鍥介檯甯傚満鏈夊獎鍝嶅姏鐨勫巶鍟嗕箣涓銆
3銆佹暟鐮佺戞妧銆傛槸闈㈠悜鏁板瓧鐢佃嗚繍钀ュ晢鎻愪緵鏁板瓧鐢佃嗘暣浣撹В鍐蟲柟妗堢殑閲嶇偣杞浠朵紒涓氥
4銆佺數欖傜綉緇溿傚垎甯冨紡鏈嶅姟鍣ㄦ灦鏋勩佹父鎴忓浘褰㈠紩鎿庡強RTS娓告垙鍚屾ユ妧鏈鍥藉唴棰嗗厛姘村鉤銆
5銆佸畬緹庝笘鐣屻傛槸鍥藉唴棰嗗厛鐨勫獎娓哥患鍚堜綋銆
6銆佽櫄鎷熺幇瀹炴傚康鑲¤蛋寮哄凡緇忎笉鏄涓澶╀袱澶╃殑浜嬫儏銆傝屼笟鐨勫埄濂芥斂絳栦笌娑堟伅涓嶆柇鍦板彂閰碉紝璁╁ぇ瀹剁湅鍒頒簡鏃犻檺鍙戝睍鍓嶆櫙鐨勪竴涓澶ц屼笟錛屽悓鏃朵篃鐪嬪埌浜嗘姇璧勭殑鏈轟細錛屼絾鏄涓嶅緱涓嶆彁鐨勬槸錛岃櫄鎷熺幇瀹炶屼笟榪樺勪簬椋庢毚鍙ｏ紝琛屼笟涔辮薄涔熷緢鏄庢樉錛岃繖浜涜櫄鎷熺幇瀹炴傚康鑲′篃瀛樺湪杈冨ぇ鐨勯庨櫓銆
鉶氭嫙鐜板疄鑲＄エ姒傚康鏈夊摢浜
浣沖壋瑙嗚錛岄庤絳戙
涓昏佹湁浠ヤ笅榪欎簺錛
1銆佷匠鍒涜嗚錛氶緳澶磋偂
鍏鍙鎬粠浜嬫暟瀛楃數瑙嗙郴緇熺爺鍙戙佹暟瀛楃數瑙嗙郴緇熼泦鎴愭湇鍔°佹暟瀛楃數瑙嗙粓絝浜у搧錛屼互鍙婄Щ鍔ㄤ簰鑱旂綉鍐呭規湇鍔°傛埅姝15鏃訛紝浣沖壋瑙嗚鎶7.490鍏冿紝娑13.83%錛屾誨競鍊30.94浜垮厓銆
2銆侀庤絳戱細榫欏ご鑲
鍏鍙鎬富钀ヤ笟鍔′負鏁板瓧鏂囧寲灞曠ず浣撻獙緋葷粺銆11鏈3鏃ュ紑鐩樻渶鏂版秷鎮錛岄庤絳戜粖騫存潵娑ㄥ箙涓嬭穼-134.23%錛屾埅鑷15鏃舵敹鐩橈紝璇ヨ偂娑5.12%鎶12.330鍏冦
3銆佸畨濡鑲′喚錛氶緳澶磋偂
鍏鍙鎬粠浜嬬増鏉冩湇鍔°佷簰鑱旂綉钀ラ攢銆佸晢鍔′俊鎮鐢ㄧ焊涓氬姟銆11鏈3鏃ユ秷鎮錛屽畨濡鑲′喚7鏃ュ唴鑲′環涓婃定1.47%錛屾渶鏂版姤4.760鍏冿紝鎴愪氦棰2.46浜垮厓銆
4銆佷腑闈掑疂錛氶緳澶磋偂
鍏鍙鎬富钀ヤ笟鍔′負緗戠粶娓告垙榪愯惀銆
5銆佽嫃宸炲滻閿(002079)
鍏鍙鎬笟鍔℃湁鍗婂間綋鏁存祦鍣ㄤ歡鑺鐗囥佸姛鐜囦簩鏋佺°佹暣嫻佹ˉ鍜孖C灝佽呮祴璇曘11鏈3鏃ュ紑鐩樻渶鏂版秷鎮錛岃嫃宸炲滻閿5鏃ュ唴鑲′環涓婃定12.07%錛屾埅鑷充笅鍗堜笁鐐規敹鐩橈紝璇ヨ偂鎶14.250鍏冩定10.04%銆