Focus Analysis | Can Huawei open the spring of VR glasses?


After two years, Huawei once again launched the VR head display.On September 26, Huawei’s Mate 30 series mobile phone officially released the Huawei VR Glass at a price of 2,999 yuan, which is expected to be launched in December.At the arrival of the 5G era, Huawei launched its first slim VR product for the first time.The signal meaning of this time and Huawei’s entry is beyond the value of the product itself.Huawei’s disruptive VR is known for its disruptive work.In fact, there is only one pain point that VR Glass really solves: that is, the VR head is too heavy.Huawei VR Glass weighs 166g, which is equivalent to 30% of Oculus Quest’s weight, which significantly reduces the weight of the head. However, because it requires a wired connection to the phone (with your phone in your pocket or with a mobile phone around you), it is easy to pull the cable.The experience under the game scene (large range of motion) has not improved.The only obvious improvement is watching video. Because it is light and compact, it can be folded. It supports 3.5mm earphones and Bluetooth earphones. It can be used when traveling (airplane, train, etc.), breaking through the limitations that the all-in-one can only be used at home.But the price of 2,999 yuan is not cheap.Compared with the VR heads that are on sale in the market, the purchase threshold has not been lowered.In addition, the VR device is not very practical, the video content is less choice, the quality is not good, it is difficult to shake the public’s desire to buy, can only be an early adopter of enthusiasts or business travellers.VR Glass is hard to be perfect in product design, and it is difficult to match the “subversive” that Huawei claims.Moreover, Huawei’s market share in VR is negligible.However, Huawei’s launch of VR Glass has the meaning of vane: 1. The domestic 5G commercial network is about to open. Huawei, as the most benchmark hardware manufacturer in China, has launched VR head-mounted display after two years. The mobile phone giant is expected to drive the VR industry.2. Unlike the general VR vendors, Huawei as a 5G pipeline builder, the introduction of VR Glass has a demonstration effect.In other words, Oculus, HTC, Sony, Dapeng and other manufacturers are running on the VR track, want to use 5G Dongfeng, and Huawei as a 5G supplier, 5G is Huawei’s aiming plate, VR is Huawei’s 5G application.But the question is coming, how to solve the problem of VR practicality and price?Is the VR outbreak coming?The problem of VR practicality is difficult to solve for a while, and can only wait for the industry chain and market to gradually mature.Although VR can provide a better experience in some scenarios, it does not constitute a high-frequency consumer demand for mass users, and the development of VR content will take time.Under this premise, if VR wants to seek a breakthrough, it can refer to the popularization of smart speakers to stimulate market demand at low prices.The practicality of smart speakers is not too strong, and the degree of users’ demand is not high. However, Amazon, Ali, Xiaomi, Baidu and other manufacturers are competing for subsidies, and they can buy a smart speaker for less than one hundred yuan.Into the thousands of households.Strategy Analytics estimates that global smart speaker shipments will reach 148.8 million units in 2019, and the number of smart speakers used in the world is expected to exceed 260 million units by the end of the year.In the same way, at least in the early stage, VR equipment should shake the early adopters of the public, at least to meet two conditions: light and easy to use, cheap enough.Huawei’s product provides a reference for the design direction of “light and easy to use”.But how to solve the price problem?Be aware that good products and low prices are inherently contradictory.Zhang Dao-ning, the founder of nolo (a company that customizes the 6DoF interactive suite for Huawei VR Glass), believes that in order to incite public demand, the price of VR terminals should be relatively low, offering a choice of less than one or two thousand yuan, preferably a thousand yuan machine.At present, the VR machine with lower price on the market is also around 2,000 yuan. For example, iQiyi Adventure 2S, its price of 1999 yuan is not enough to cover the cost of the product.To be reduced to around 1,000 yuan, it is necessary to have someone to subsidize.The VR industry chain wants operators to subsidize to boost the market.In the early days of the Chinese smartphone market, operator subsidies played a significant role in promoting the rapid market.Operators also want to promote the popularity of VR to eat 5G steep bandwidth.However, it has been reported recently that operators will not subsidize terminals.However, in January, the National Development and Reform Commission issued a “further optimization of supply to promote steady growth in consumption to promote the formation of a strong domestic market (2019)”, pointing out that there are conditions to subsidize AR/VR promotion and application.However, there is no universal subsidy. Under current technical conditions and cost thresholds, it is difficult to reduce VR equipment to a level acceptable to ordinary users.Zhang Daoning said that between now and the second half of next year, VR equipment is still used by wealthy people, it will not be widely used, and 5G equipment is very expensive and in a state of spiral development.However, if 5G packages and 5G terminals carry millions of VR devices, the VR industry will be greatly improved.How big is 5G helping VR?Referring to the earlier 5G construction in South Korea, VR will indeed benefit from 5G landing.The Strategy Analytics report shows that in 2019, every 5G user in South Korea uses an average of 24GB of traffic per month, while 4G is 9.5GB; AR and VR services account for 20% of 5G network traffic.But the VR lying in the trough wants to take a leap, but it is not an easy task.A person who had started a business in the VR field said that 5G has substantial help for online games and live broadcasts, but it can’t change the current VR market.Product characteristics and lack of explosion are key factors affecting VR.VR is not very useful at present, and some To B products are still valuable, but To C products are rather embarrassing.From a technical point of view, Xiaojie VR/AR senior director Ma Jiesi believes that 5G’s help for VR is mainly two points: 1, 5G’s large bandwidth characteristics for VR value is to watch panoramic video with resolution above 5K; 2The 5G low latency feature improves image quality through cloud gaming technology, while helping cloud gaming technology reduce its “network latency”, enabling the “motion to imaging delay” of VR/AR products using cloud gaming technology solutions to reach 20 milliseconds.Within the pass line, reduce the sense of dizziness.This is a theoretical expectation.However, current 5G networks can only provide large bandwidth, but cannot provide low latency.Qin Fei, director of RV 5G R&D, told 36 that the operator’s low-latency solution has not been made yet, and terminal equipment cannot currently achieve low latency.In this way, 5G can help VR more limited.On the one hand, the VR spring advocated by all parties, regardless of operators, 5G equipment suppliers (Huawei, ZTE, etc.), VR equipment suppliers, are vigorously promoting the bright future of 5G+VR.Huawei’s “Top Ten Application Scenarios in the 5G Era” white paper selected the top ten application scenarios with the most development prospects. The first is cloud VR/AR.On the other hand, it is the dilemma faced: immature technology, poor experience, lack of content ecology, and high prices.It can be seen that many analysis reports are optimistic about the vision of VR and the driving role of 5G.IDC expects that with the upgrade of 5G commercial and VR related industries, the global VR head-to-head shipment will reach 36.7 million units in 2023, corresponding to a compound growth of 44% in 2019-2023.In 2023, global VR shipments will account for 59% of global VR shipments, while 2017 accounted for only 3.6%.The vision seems to be very good, but how is the road going?The strength of the big manufacturers is expected to drive shipments, but there is still a long way to reach the general public.Image courtesy of unsplash.