Zhitong Finance and Economics learned that Guotai Junan released a research report saying that with the improvement of the game industry and the enrichment of industry competition, the picture level of game content has been significantly improved; In terms of gameplay, the open world that provides full freedom and explorability occupies an important position. All of this means that the demand for 3D modeling in games is rapidly expanding, and due to the high production threshold, there is still a lot of modeling, art and other related costsIt may increase the supply of high-quality games and large-scale games such as open world. Pay attention to game companies that are leading in the accumulation of related technologies, or have outstanding capabilities in game publishing and game operation.
Events:
The AI 3D tool Dust3R has gained traction, ranking second on the GitHub platform trend list as of the evening of March 4.
Guotai Junan's main views are as follows:
Dust3R can be used to generate 3D scene reconstructions in a simple** way, or to change the original production process.
The tool does not require any prior information about camera calibration or viewpoint pose to complete dense or unconstrained 3D reconstruction of arbitrary images. According to the user's measurement, through 2 images**, the tool can reconstruct the scene in 2 seconds, and can generate 3D maps, depth maps, confidence maps and point cloud maps. The project achieved the best results in the three tasks of monocular multi-view depth estimation and relative pose estimation.
3D production is an important part of game production, especially for large-scale games such as open worlds.
With the improvement of the game industry and the enrichment of industry competition, the picture level of game content has been significantly improved. In terms of gameplay, the open world that provides full freedom and explorability occupies an important position. If the rapid modeling technology such as DUST3R matures, it is expected to significantly improve efficiency in this link, or increase the supply of high-quality games and large-scale games such as open world.
Various industries related to 3D asset generation and 2D content generation are expected to benefit.
In addition to games, the construction of 3D assets can be used for: 1) the rapid and massive construction of virtual assets in VR, MR, and the metaverse; 2) Product design, 3D printing and other realistic work scenarios; 3) The establishment of 3D assets can better simulate the spatial relationship and interaction between items, so it can also be used for the generation of 2D related content such as film and television dramas, animations, etc., that is, through the path of "(text generation-)*3D model construction-3D shooting**" to achieve more stable content generation.
Risk Warning:
The development of 3D construction technology is not as expected, and the pace of products of related companies has changed.