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Sony at the end of last year announced that it had teamed up with Manchester City to create a digital game for the Etihad team home stadium for fans around the world to play almost. It was a weekly announcement, investors said, but the sound of a ball being tossed into the street was deafening.
Companies exhibiting at the Consumer Electronics Show in Las Vegas this week are expecting a similar interpretation of their offerings. The enthusiasts include Samsung, which offers consumers the opportunity to decorate homes simulated with digital colors of its home appliances. “It’s no longer fashion, but the established culture of the future,” Samsung said metaverse.
As one viewer puts it, metaverse – a term that combines the theory that people will ruin their lives more than ever. countries are almost deep – does not have enough meaning for everyone to claim to be a normal player.
But for many, the sections are already clear enough to highlight the importance of weight for other items. In particular, said the manager of the world’s largest technical fund, 2022 may be the first year that investors, after years of frustration, have been considered. real-world sensors very deep.
“Businesses need to think about the state of affairs in the computer system and the disruption of anything that has not been disrupted,” said Simon Powell, an economist at US bank Jefferies. He also said that flexible projects such as the one between Sony and Manchester City could be linked to real-world events that take place in real places.
This approach, he said, will ultimately require more processors, more computer power and wearable devices that can drive the need for more features similar to the early years of mobile phones. Manufacturers of equipment such as semiconductors, servers, sensors, cameras and screens benefit.
“Think back to the early days of the online retail market. The best bets in the early stages were on hardware – picks and shovels,” Powell said.
Apple wa $ 3tn market price, added Powell, may have already been encouraged by the mere thought that it was about to reveal headphones that have revolutionized consumer technology like the original iPhone.
Rising prices for US chipmaker companies Nvidia and TSMC of Taiwan say metaverse bets in search of computer power and cloud storage have already begun to fill up, said expert Damian Thong at Macquarie in Tokyo.
A recent report by Citigroup experts identified 12 shares, including Taiwanese server maker Wiwynn and Chinese manufacturer GoerTek, whose sales are also in high demand due to misuse.
For Japanese and Korean companies that have not been on the list, the joy of building around this season represents an urgent call for arms.
“Most Korean lawmakers have a problem that they can’t change unless they get used to the technology. . . That is why they may be the first to adopt this, ”said Choi Joon-chul, chief of VIP Research and Management.
Korean sports and entertainment companies are already buying moviegoers and software developers to enhance their appearance and make their products more suitable for metaverse, according to James Lim, US hedge fund expert Dalton Investments.
Com2uS acquired WYSIWYG Studios. Hybe installed Won4bn [$3.3m] in Giantstep. They are trying to find software developers who can produce images faster if they have the capacity, ”said Lim.
For consumers, the types of hardware purchases they make will depend on how they use the metaverse – either almost offices or attendance singing songs performed within the video game, the fundraisers said. How deep the metaverse can be depends on the type of reality involved, said Choi of VIP Research and Management.
“3D animation was introduced with great pleasure but the demand for it has diminished. Metaverse requires highly sophisticated visual acuity to aid real-time realization. For example, what happened on Naver’s Zepeto platform is still not fully understood,” he added.
Arthur Lai, a technical analyst at Citigroup, said investors should acknowledge that these changes could significantly affect people’s use of television and entertainment as well as their interaction with one another. Phones, PCs and physical activity can be adjusted only once with the touch of technology in voice, eye movements and high-end hands as well as audio sensors. to destroy their reputation as “stupid and heavy”.
But this does not happen immediately. Even according to the most promising manufacturers, the headset market will remain for many years, Lai said. “But it’s not about real-world versus smartphones. It’s about moving smart devices that are more closely related.”
There are various theories about what kind of metaverse events will eventually dominate. Metaverse events can be varied real real to real real real, a virtual reality and virtual reality (XR), which includes elements made from synthetic materials that are compatible with the real world.
In any case, says Lai, investors looking for component manufacturers should expect at least 15 cameras and sensors to be installed in future generations of headphones.
Making small batteries, very powerful, durable can make headphones light and comfortable to wear for long periods of time, a major problem with modern technology. Common names are included Google Oculus the series, Sony’s micro-OLED displays, which experts expect to be among Apple’s future glasses or goggles, and Taiwanese manufacturer Genius, said Lai.
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Lee Kyung-hak, chief of Warp Solution, Korea’s leading manufacturer of wireless weapons, said the need to use metaverse would begin in the second half of the year, and mass deployment could happen by 2023.
“But the problem is not fatal, so people are not interested,” Lee said, pointing out that the sector will not be eliminating mobile phones within the next 10 years.
Ultimately, metaverse development will depend on the next generation of VR, AR and XR weapons, says Kim Young-woo, an expert at SK Securities. It relies heavily on Dram chips and imaging sensors, the Korean brands Samsung, SK Hynix and LG Innotek are global leaders.
South Korean companies are not making direct access devices, while Samsung stopped producing VR devices in 2019 due to a severe shortage. “However, companies like Samsung can develop a new tool to work with, if needed,” Kim said.
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