Author Baked buns under the stars.
Edit Spinach's Starry Sky.
Typography Leeks under the stars.
At the end of the year and the beginning of the year, although ** suffered adjustments, all major stock indexes **, market confidence was frustrated, but there is such a sector that has come out of independence**, that isGlasses-free 3D, the players in the sector have also received great attention from the capital market. Especially the explosion of the metaverse this year has also indirectly boosted the industry.
Glasses-free 3D plates.
Maybe when you wear 3D glasses in the cinema ** movie, you never thought that you could also reflect the feeling of 3D after taking off your glasses.
Behind the plate fire, it is mainly due to the recent flowering of naked-eye 3D, which has even become a landmark in many cities. For example, in front of the L-shaped big screen on Chunxi Road in Chengdu, it is difficult for people to stop and take pictures, like during the Mid-Autumn Festival, many Disney stars (such as Lena Belle) appeared on this big screen.
According to the author's preliminary statistics, there are more than in the domestic market30 piecesThe naked-eye 3D large screen has been put into operation. The fire of naked-eye 3D, whether it is a gimmick for business drainage, or will it become a high-growth outlet in the future, the author will take you to a ** today.
First, the core technology, from naïve to mature
Many electronics enthusiasts must remember that in June this year, Apple released its first (mixed reality) headset (Vision Pro), bringing digital content into the real world, but just over half a year, glasses-free 3D without the help of VR glasses, headsets and other devices has become the next new force.
To put it simply, the effect of glasses-free 3D essentially uses both eyesParallax principle, that is, to change the form of the work through the principle of perspective, so as to form a sense of space and three-dimensionality.
If we turn the clock back 12 years ago, Nintendo's game consoles have allowed consumers to experience the image effect of glasses-free 3D, and mobile phone players such as Motorola and LG have also begun to try to launch mobile phones that support glasses-free 3D, but due to a series of technical problems (such as low resolution, image crosstalk, etc.) and the extremely poor experience brought to consumers (easy to produce dizziness), there has been no large-scale promotion.
Until the past two years, with the gradual maturity of the ultra-high-definition ** industry and the upgrading of intelligent terminal equipment, it has become possible to land glasses-free 3D. Just two years ago, the author had a very impressive thing, that is, Google demonstrated a 3D light field display scheme at the conference, creating a 3D** chat room, users can have a holographic ** conversation with people thousands of miles away without wearing glasses, which shocked the author at that time.
In the middle of this year, player Nubia officially released its first oneAI glasses-free 3D flat plate(priced at more than 10,000 yuan), that is, it can provide 3D visual effects through AI technology, human eye recognition and other algorithms. Moreover, the national development plan also clearly regards naked-eye 3D graphic display as one of the directions of future innovation.
According to estimates from professional institutions, it is expected that the scale of investment in the naked-eye 3D industry this year is9.400 million yuanIn the future, with the growth of investment scale, the market capacity will exceed 3 billion yuan in two years, and the compound growth rate is close, which is a typical small but beautiful market.
Glasses-free 3D market space**.
Second, multi-point together, looking for a breaking point
According to the author's communication with industry insiders, some radicals shouted out the assertion that "the spring and acceleration period of the naked-eye 3D industry has arrived", regardless of whether the industry can achieve rapid growth in the future, many players have been seizing itFirst-mover advantageAfter all, the landmark and Internet celebrity attributes of the 3D large screen are getting stronger and stronger, and it is easier to form secondary communication on social networks and increase the degree of content on the screen.
From the perspective of business model, its model is similar to other outdoor advertising, that is, the operation player purchases relevant advertising space in the way of self-construction or **, and then gives the advertising space to advertisers, and whether the operator can make a profit depends on many factors, such as ** degree, screen area, location, etc.
For example, Mega-info Media (301102) will be glasses-free 3D as a business to build the company's second growth curve, and recently connected 4 3D glasses-free LED works, judging from the announcement they issued in the middle of last year, it is expected that the total investment in this field will be exceeded400 million yuan
Naked-eye 3D project yield calculation.
In the first three quarters of this year, Mega-info Media's net profit declined, and from the net profit in recent years, it can be seen that it is also close to the ceiling, so with the help of the recently popular naked-eye 3D, it can be said that it kills two birds with one stone, but the actual profitability of naked-eye 3D has to be carefully studied from the future report card.
Mega-info Media's net profit.
In addition, there are some players who are actively planning, such as Su Daweig (300331) has independently developed prototypes such as transparent light field display and naked-eye 3D based on diffractive optics, but it has not yet been mass-produced. The panel leader BOE (000725) did not endure loneliness and obtained a patent for naked-eye 3D display technology, which was released this year110 inches 8kThe naked-eye 3D commercial display can be said to be the largest in the world, and it will also play a good role as a "shovel seller" in the future.
3. Can you win now?It's too early
There is no end to the future of technology.
Glasses-free 3D has indeed sprung up on CBD screens everywhere this year, and everyone wants to be a crab eater. But this absolutely does not mean that the industry has matured, and the rest is the player's horse race.
Only on a technical level, a 3D image is not like 2D, it has a negative impact on the deviceComputing powerHigher requirements are put forward. At present, the SoC chip of flagship mobile phones, as far as the author knows, is still difficult to achieve a smooth**ultra-high-definition naked-eye 3D**. In addition, at present, core technologies such as ultra-high-definition displays are still in the hands of Japanese and Korean players, which means that it is difficult to reduce the cost of this piece, and the cost of making a naked-eye 3D** film source is at least500,000 yuanAfter all, there must be a customized design scheme.
Therefore, it is still unknown when the public will actually be able to take off 3D glasses.
Note: This article does not constitute any investment advice. **There are risks, and you need to be cautious when entering the market. There is no harm in buying and selling.