In 1 year, 180000 enterprises were newly added, and there are three categories of players under the virtual digital human concept stock

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Source:"Smart things" (ID: zhidxcom), Author: Xu ShanΒ 

Original title: "The hottest concept stock in the Yuan universe, four types of players red through half the sky"

"Open the curtains when you are small", "Hey, Siri, set an alarm clock for me", "Little Love, remind me to bring an umbrella tomorrow"... In the past, these intelligent voice assistants, who can neither see nor touch, like intimate butlers, will help us arrange everything.

However, in 2022, new changes have taken place. The virtual digital human track is gradually warming up, and many "intimate butlers" have their own image.

With the existence of virtual digital human, the interaction between people and devices is no longer limited to the interaction between people and machines, but the mobile phone is accompanied by users as a new "character". In the age of Internet information, people's sense of loneliness is growing day by day. Mobile phones have become the longest objects to accompany them. Humanizing such objects will also give users more warmth.

β–² Huawei Digital Person Yunsheng

The virtual digital human race track has also attracted more and more entrepreneurs and investors. Moreover, the first batch of popular virtual digital people have made a lot of money.

Tianyancha data shows that there have been 22 investment and financing events in the field of virtual digital human since 2022, and the number of investments and the amount involved are more than the whole year of 2021. According to relevant bank research reports, the core market size of China's virtual human will be 6.22 billion yuan in 2021. It is estimated that by 2030, the overall market size of China's virtual human will reach 270 billion yuan. The concept stocks of virtual digital people also became one of the several concept stocks with higher growth.

What new markets and wealth passwords are hidden in the virtual digital people track where internet giants such as Tencent, ByteDance, Baidu and mobile phone giants such as oppo and Xiaomi are all betting? Which players will gain a lot from it? What impact will virtual digital people bring to people's lives?We have discussed this in depth.

01. Is it an employee, a star or a mascot? The identity of virtual digital person changes

Now, we can see more and more virtual digital people on the billboards on the street, in the shopping studio, in the company and even on the stage of the Spring Festival Gala.According to the classification of application scenarios, the current virtual digital people can be divided into identity virtual digital people and service virtual digital people.

Among them, identity based virtual digital people are mostly virtual idols, fashion spokesmen, or real person avatars. They are mainly good in appearance or have their own characteristics. The latter are more like virtual assistants, virtual employees, virtual customer service, etc., who can provide users with certain services.

β–² Service oriented virtual digital person CCTV network digital anchor small C

Since the end of last year, the press conferences of major manufacturers have had a new way of playing. Many product speakers no longer stand in front of the stage to talk about products, but instead are their virtual avatars. Some virtual avatars will imitate their own archetypes, and some virtual avatars will take on a different look.

For example, at the baidu World Conference, Robin Lee, CEO of Baidu, chose to completely recreate his image, while at the NVIDIA conference, another kind of virtual digital person, cartoon version of "Lao Huang", was presented. Not only that, some manufacturers also create virtual digital people according to their own company positioning as the company's brand symbol.

β–² virtual digital person of Robin Lee, founder, chairman and CEO of Baidu

Another kind of virtual idol has become one of the new marketing methods. Liu Yexi, a famous beauty figure who became popular overnight, Luo Tianyi, who stepped on the stage of the Spring Festival Gala, and A-SOUL, the hottest virtual idol group in China, all kinds of virtual digital people support the whole virtual idol market.It is reported that in 2021, the core market size of virtual idol will be 6.22 billion yuan, which is expected to reach 12.08 billion yuan in 2022.

β–² Virtual idol group A-SOUL

On the whole, virtual digital people have begun to penetrate into all walks of life, and can achieve the same effect as "real people" in publicity and communication.

In 02.1, 180000 enterprises were added, and there were three categories of players under the concept stock

According to Tianyancha data, there are more than 386000 enterprises related to "virtual human" and "digital human" in China, of which nearly 180000 new registered enterprises will be added in 2021, with a growth rate of 155.2%. Some people believe that the virtual digital human industry is beginning to enter an explosive period.

It is not easy to create a virtual digital person, and the manufacturing cost is alsoFrom tens of thousands to hundreds of thousands, professional virtual digital people may needUp to one million expenses。 This is also one of the reasons why the virtual digital human track has been unable to expand for a long time in the past.

However, recently, the manufacturing cost of virtual digital human is gradually declining, includingMaturity of technologyAnd all kinds of players in the virtual digital human race track,Reduced the R&D cost of each link。 "Some interfaces need to be developed by ourselves before. Now other companies can share the cost equally." People close to the virtual digital human industry disclosed to Zhidong.

andLiad, iFLYTEKMost of the players in the virtual digital human concept stocks, such as those with amazing growth, are also distributed in these technology industry chains. There are also some players, such as Baidu, Tencent and Alibaba, whose main business is not deeply involved, who are not listed for the time being, but also potential stocks in this field.

β–² On September 20, the top ten stocks of virtual digital human concept stocks rose and fell

At present, there are three categories of players in different fields in the virtual digital human concept stock, namely marketing communication companies, technology companies and cultural communication companies. They cut into the virtual digital human race track from different fields such as content and technology.

1. Marketing Communication Company: A Place to Give Value to Virtual Digital People

The first type of players are digital communication companies.They often regard virtual digital human as a new "star" and use it as a more concrete IP image.

In recent two years, we can see the figure of virtual digital people from the New Year's Eve parties and theme parties.

According to statistics,At the 2022 Winter Olympics alone, nearly 30 virtual digital people will participateIncluding virtual digital person Meet GU of Gu Ailing, sign language anchor "Tingyu", digital reporter "Xiaozheng", etc. This kind of virtual digital person basically has superior appearance conditions, dialogue ability and even some special "skills".

β–² Xinhua News Agency digital reporter "Xiao Zheng"

From beauty blogger "Liu Yexi" to virtual host "Xiaoyang", virtual digital people bring users and audiences a new sense of freshness and a new way of interpretation.According to relevant research reports, the overall market size and core market size driven by virtual idols in 2021 will be 107.49 billion yuan and 6.22 billion yuan respectively, which are expected to reach 186.61 billion yuan and 12.08 billion yuan respectively in 2022.

It can be seen that the emergence of virtual digital people has given many companies focusing on digital marketing a new starting point.

In concept stocksBlue cursorIn this year, two virtual digital people "Su Xiaomei" and KZhejiang University InternetThen launched the Guofeng Virtual IP "Jun Ru Jin"Huayang LianzhongWith its digital technology partners, it launched the virtual image "Aimee", and virtual digital people have become a new business direction in marketing communication enterprises.

With these virtual digital people, these companies focusing on digital marketing also jumped into the virtual digital people concept stock plate.

2. Technology Company: "Manufacturing Factory" of Virtual Digital Human

Creating a virtual digital person requires not only a certain IP culture for its "attachment", but also many technology companies to provide services.

From image design modeling, to real person motion capture, to real-time driving model, and finally to rendering output, the manufacturing process of virtual digital human will involve many links such as optics, motion capture, model rendering, etc.

The image generation, animation generation, synthetic display and human-computer interaction of virtual digital human all need the participation of visual technology. Therefore, in the concept stocks of virtual digital people, there are many optical manufacturers on the list, such as Lingyunguang, Liade, and some AI manufacturers, such as iFLYTEK.

Ling Yunguang mainly provides optical dynamic capture scheme for virtual digital humanBy installing multiple annunciators on the moving capture server and transmitting signals with the surrounding light towers, users can form more diverse virtual digital human content. At present, Ling Yunguang can solve about 30% of the manual processing through 3D light field modeling, motion capture and virtual photography.

β–² Lingyunguang Virtual Digital Human Scheme

In terms of virtual digital human,LYADE is the core of its business mainly through motion capture technology and products, has launched a number of virtual digital people such as Mengniu virtual anchor, Hunan Satellite TV's "Hello Saturday" virtual host "Xiao Yang".

Unlike the previous two virtual digital human manufacturers focusing on human driven, iFLYTEK mainly creates AI virtual digital human.

At the annual meeting in 2022, iFLYTEK proposed to launch professional virtual humans for the first time in 2022. It hoped that in the next two years, iFLYTEK would launch iFLYTEK Hyper Brain 2030 Plan, hoping to launch professional virtual human families and cultivable machine pets, which was also the initial goal of their virtual digital human layout.

The popularity of the track of virtual digital human also drives more and more types of companies to participate in the manufacturing of virtual digital human, reducing the cost of creating virtual digital human from all aspects.

3. Culture Communication Company: Let Virtual Digital People on the "Big Stage"

In the virtual digital human race track, in addition to our common hard technology and marketing communication enterprises, there is also a special kind of players, media companies.

In the virtual digital human concept stock, we can see at least 10 media companies participating, including but not limited to Xinhuanet, Mango Hypermedia, Fengshang Culture, Fengyuzhu, Gravitational Media, Tianzhou Culture, Chuanwang Media, Chinese Online, etc.

β–² Digital Human Culture Recommendation Officer of Xinhua News Agency

For these media companies, virtual digital people can not only add some scientific elements to the program, but also present more diverse content to help people complete some simple and monotonous work.

In addition, many game companies have poured into the virtual digital human race track, and some players in the education, cultural tourism, clothing and communication industries have gradually laid out this direction to seize the opportunities.

On the whole, except for digital marketing companies, most of the enterprises in the virtual digital human concept stocks participate in virtual digital people as their new business, not as their main business.

The data shows that in 2021, among the 28 virtual digital human concept stocks, only 3 companies' annual stock prices will increase by a total of 490.28% and 172.98% respectively, while the annual stock prices of the remaining 25 companies will increase by a total of one year in 2021.

03. Who is holding fire to the virtual digital person? Three major capitals

In the past year, many virtual digital people have been stationed in the "Metauniverse". We found that there are three investors behind this track to promote the development of the entire industry.

Next studios under Tencent, Xiling digital people platform of Baidu AI Cloud created by Baidu AI Cloud, virtual anchor launched by alidharma academy, etcInternet factoryAs early as in the virtual digital human race track, chess pieces fell.

Short video manufacturersIt also launched various variety shows related to virtual digital people, trying to make more people understand the influence that virtual digital people will bring to future life.

More Than This,Mobile phone manufacturersWe are also launching our own virtual digital human. OPPO released Bu Meimei, the first mobile smart assistant of virtual digital human. In 2021, Huawei Cloud launched its own digital person "Yunsheng", and also brought a MetaStudio solution for the digital content production line.

β–² Bu Meimei, OPPO mobile phone intelligent assistant

From these actions, compared with creating a VR head display, creating a VR game, and launching a VR software, virtual digital human has become one of the ways for major manufacturers to connect with the "meta universe".

At the same time, investors in the market are also betting on this track.According to Tianyancha data, from the beginning of 2021 to March 2022, there are 42 investment and financing events related to virtual digital people in China, with an accumulative investment scale of 3.389 billion yuan.

Not only that, the policy is also beneficial to the virtual digital human market.On August 3, Beijing Municipal Bureau of Economy and Information Technology officially released the Beijing Action Plan for Promoting the Innovative Development of Digital Human Industry (2022-2025),The plan aims to break through 50 billion yuan in the scale of digital human industry in 2025We will cultivate 1-2 top digital human enterprises with a revenue of more than 5 billion yuan and 10 key digital human enterprises with a revenue of more than 1 billion yuan. This is the first special support policy for the digital human industry in China, which also means that the government departments are optimistic about the development of the virtual digital human track.

The entry of large factories, optimistic capital and supportive policies are affecting the accelerated development of the entire virtual digital human race track.

04. Conclusion: Virtual Digital Human, the "Fast Track" to the Metauniverse

Nowadays, virtual digital people appear more and more frequently in daily life and begin to play a certain role. It can be seen that under the 30 virtual digital human concept stocks, there are different types of technology companies and traditional entertainment companies involved, and virtual digital human is regarded as one of the ways to quickly connect with the meta universe.

However, there is still a serious homogenization under the virtual digital human. The business model imitates the traditional natural live broadcast and other media, and there is no more mature independent model. The virtual digital human is closely related to the popularity of the meta universe. Time will tell us whether the virtual digital human will sing along.

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