China XR Developer Report - 2020 VRCORE
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2020 VRCORE China XR Developer Report
Contents 1. FOREWORD 2. GRADUALLY FORMED INDUSTRY PATTERN ——SITUATION OF XR CONTENT TEAMXR 3. THE DUAL-LANE ——BUSINESS DEVELOPMENT DIRECTION OF XR CONTENT TEAM 4. NEW TECHNOLOGY, NEW STIMULATION ——SELECTION OF HARDWARE, PLATFORM AND TECHNOLOGY 5. TRANSFORMATION AND PERSISTENCE ——DEVELOPMENT NEEDS OF XR CONTENT TEAM 6. CONCLUSION
1
THE PROPORTION OF DEVELOPER’S
POSITIONS PARTICIPATING IN THE
SURVEY
FOREWORD
For the XR industry, 2019 is a relatively stable year. From the
hardware point of view, on the one hand, VR devices are
gradually upgrading to inside-out and standalone devices; on the
Project director other hand, a new generation of head-mounted AR devices also
14.8% begin to enter the market, providing more platforms and more
choices for developers. With 5g becoming the key word of VR
industry in the past year, VR industry is also looking forward to
Operation /Business
new technology to expand more consumers.
16.4%
Team Decision maker In order to show the whole industry the appearance of content
60.7% Developer developers in 2019 and the plan for 2020 more visually, VRCORE
3.3% conducted a questionnaire survey in April 2020. Team decision
Others makers account for 60.7% of the respondents, which basically
4.9% represents the overall appearance and development trend of
China VR content R&D teams.2
GRADUALLY FORMED INDUSTRY
PATTERN
Situation of XR Content TeamBACKGROUND AND SCALE
Duration of Working in VR Team until 2019 Team Scale in 2019
59.8% 57.4% 3.9%
55.0% 52.9% Personnel Developer 5.4%
45.1% 2-5 19.6%
21.4%
33.8% 32.8% 21.6%
28.1% 5-10 16.1%
10-20 31.4%
25%
12.2% 9.8% 11.3% 21.6%
20-50 19.6%
2.0%
More than 50 2.0%
12.5%
Less than 1 year 1-3 years More than 3 years
2018 2019
2016 2017 2018 2019
- After a downturn in the industry, new teams have begun to join the VR content development industry
in 2019.
- For the former medium-sized (10-50 person) team, the team with stable business support began to
gradually expand the team size, while the team failed to obtain stable business support began to
reduce the team size. In the future, the differentiation of team size will gradually expand with the
accumulation of business.
5FINANCING
Financial Situation SITUATION IN
2019
Financing in 2019
- In terms of financing, there are
47.60% still a small number of content
Yes
teams favored by capital in 12.68%
Not-yet 43.14%
42.90% 2019, and the financing teams
mainly focus on angel
29.30% investment. Overall, the whole No
Series Angel 33.33% pattern of team financing has 87.32%
30.40% not changed too much；
FINANCING
18.30% - Follow the trend shown in the PLAN IN 2020
Series A 15.69% chart that the odds of content
16.10% teams getting financing will get
smaller and smaller；
4.90%
No
Series B & Others 7.84% - The content team still has 37.50%
10.70% positive financing intentions in Yes
2020. 62.50%
2017 2018 2019
6Financial Situation
The Situation of Team Revenue in 2019
58.3%
44.4%
39% 38.9%
35.29%
29.3%
25% 25.49%
22%23.53%
15.69%
11.1% 9.8%
8.3% 5.6% 8.3%
Large loss Slight loss Break even Profit
2017 2018 2019 Plan for 2020
- In 2019, the break even team is the highest figure in recent years, reaching 60%. However, the team
that cannot achieve self-creation and obtain stable business were eliminated on a large scale；
- At the same time, the proportion of profitable teams decreased。
7Financial Situation
Source of Revenue in 2018(multiple
choice)
- At present, the ToB project still the main revenue
52.80%
source of the content team. Among them, the ToB
industry project occupies the main position；
36.10% - For theToC Market, online platforms are more
25.00%
important than offline platforms. On the one hand,
19.40% the number of online users is increasing and the
ToC online market is gradually expanding; on the
8.30%
other hand, offline platforms are rapidly transforming
from small individual experience stores to large
chain experience stores, thus gradually shrinking
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83
THE DUAL-LANE
Business development direction of XR content teamBUSINESS PATH
Business Direction in 2019
- In 2019, with the improvement of the team's
ToB financial situation, some teams start to try to
21.43% develop the ToC content again. But overall, the cash
flow from ToB remains critical to the content team,
so the team only doing ToC content is actually
ToB + ToC （ToB > ToC) decreased compared with that in 2018 (22%)；
32.14%
- It can be predicted that after the market and
industry more mature, the business differentiation
ToB + ToC （ToB < ToC） more clear, ToB and ToC business will be further
separated in the future
30.36%
ToC
16.07%
10TOC BUSINESS DIRECTION
ToC content Categories in 2018(multiple
choice) - At present,ToC game content is
62.8% still the dominant position, but the AVERAGE EXPERIENCE
60.8%
50.0% 50.0% proportion of ToC film content TIME
39.3%
35.3% was increased in 2019.This is not
28.6%
17.7% only because the original ToC >60min
11.8%
5.4% game production team is more 8.7%
inclined to transform the 20-60min
VR Game VR Film VR App AR Content Others
production of ToB content, but 10.7%TOC VR GAMES
Genre of VR Games Made by Content Teams in 2019(multiple Target Group of ToC Game
choice) Contents
56.4% 42.3%
53.8% 38.5%
30.8%
38.5%
23.1%
16.1% 15.4%
11.5% 11.5% 9.2% 7.7%
3.8%
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- In the field of ToC game contents, shooting and action are still stable in the top two；
- Because of the rapid expansion of LBE(Location-Based Entertainment),40% of the content teams began to
try to develop the LBE；
- At present, there are still many games that do not distinguish the target groups. We suggest that
developers can distinguish the target groups as soon as possible and find the target customers of their
own games. This will help the game stand out from the fierce competition on online platforms.
12TOC VR FILM
Genre of VR Film in
2019(multiple choice)
CG-original IP 57.1%
CG-VR of Existing IP 42.9% - In the content of TOC VR film, there is little
Real Shots Fiction 42.9%
difference among various types；
Real Shots Documentary 35.7% - The resolution of film content is mainly 4K,
which is supported by the mainstream hardware
devices at present.With the update of hardware,
Resolution of VR Film
the resolution of film content will increase
simultaneously in the future.
2K 28.6%
4K 78.6%
8K 28.6%
13TOC AR CONTENT
Project Completed Number
Genre of AR contents (multiple choice) of AR contents
70% 89.7%
25% 25%
10%
5% 6.9% 3.4%
Entertainment Tourism Advertising Work Others 1-3 3-6 More than 7
marketing instruction
- With a large amount of entertaining AR content facing the consumer market, AR
content has become an important part of ToC content；
- Most of the ToC AR content teams have completed 1-3 titles in the past year.
14TOB CONTENTS SITUATION
Project Completed Number of PROJECT
Each Team in 2019 COMPLETED Average Project Cycle in 2019
NUMBER OF EACH
TEAM IN 2019 / IT IN 72.2%
52.0% 2018RATIO
41.7% 44.4% 57.5%
37.0% Less than Last Year
200%以上 33.3%
5.6% 30.0%
13.9% 150%-200% 16.7%
11.0%
5.6% 7.5%8.3%
5.0%2.8%
120%-150%
1-3 3-12 More than 12 8.3% Within 1 month 1-3months 3-6months 6-12months
100%-120%
2018 2019 2018 2019
47.2%
- In the ToB contents, the number of orders received by the content team generally has
increased in 2019 , only about 30% of the content team projects decreased in 2019；
- At the same time, the R & D cycle of the project is shortening. Projects cycle within three
months account for 75%.
15TOB CONTENTS SITUATION
Average Capital Scale of Each Project in Budget of XR(contain software and hardware)/
2019(CNY in million) Total Budget Ratio in 2019
52.5%50.0% 35.0%36.1%
32.5%
30.6%
36.1%
30.0%
17.5%19.4%
15.0%13.9%
7.5% 8.3% 10.0%
5.6%
10 50 100 More than 100 Less than 30% 30%-50% 50%-80% 80%-100%
2018 2019 2018 2019
- In terms of the budget, XR projects are still in the minority, and slightly decreased
compared with 2018；
- From the overall of the project, the XR project is not the main part.Only about 30 % of
the XR budget is more than half of the total budget. For more projects, the XR part
still exists as multimedia.
16TOB PROJECTS
ToB Project Categories in 2019 (multiple choice)
37.1%
34.3%
31.4% 31.4%
31.4%
25.7% 25.7%
22.9% 22.9%
20.0%
17.1% 17.1% 17.1%
14.3% 14.3%
11.4% 11.4%
8.6% 8.6% 8.6%
5.7%
2.9%
Marketing Tourism Real Estate Education Education Industrial Party Security Medicine Driving Others
-Training -K12 manufacturing building simulation
Completed in 2019 Plan for 2020
- In terms of industry, Marketing, Tourism, Real Estate, Education are the main contents of
projects. But Marketing and Real Estate are not leading the way in the 2020 development plan
any more；
- The content team is more interested in expanding into fields such as Education and Industrial
manufacturing, where content customization is smaller and easier to productize , also can
bring higher profits.
174
NEW TECHNOLOGY，
NEW STIMULATION
Selection of Hardware, Platform and TechnologySELECTION OF ENGINE
Engine Used Situation(multiple choice) - In terms of the selection of engine tools,
there was no significant difference in usage
56.9% rate between the two tools. But in the 2020
UE4 66.7%
74.4%
plan, UE4 has some leading advantages；
58.8%
Unity 64.1% - The proportion of content teams using two
66.7% engines has rapidly increased from about
Independent
2.0% 15% in 2018 to 30% in 2019, and will be
0.0% further increased to 40% in 2020. Using the
Developed
2.6%
two engines can enrich the technical means
0.0%
Other Third of the content team and provide more
0.0%
Party Engine
0.0% flexible solutions in the face of different
needs, so as to enhance the content team's
Used in 2018 Used in 2019 Plan for 2020 competitiveness in obtaining ToB projects.
19SELECTION OF VR DEVICE
VR Device Used Situation(multiple choice)
- Overall, the Console /PC HMD's usage rate is
90.2%
HTC Vive/Vive Pro 74.4% decreasing and the Standalone's usage rate is
64.1%
increasing；
Vive Cosmos 17.9%
25.6%
27.5% - HTC Vive series (CE & Pro) is still the first choice
Vive Focus 25.6%
for developers, but its occupation ratio has
23.1%
54.9% shrunk dramatically because of the change of
Oculus Rift/RiftS 46.2%
38.5% developers' development methods. In the past,
Oculus Quest 43.6% developers would generally use Vive to develop
38.5% and then migrate to the target device. But with
19.6%
PS VR 10.3% the accumulation of technology, now some
15.4%
41.2%
developers will skip Vive and develop the target
Windows MR 25.6% device directly；
23.1%
China Standalone 39.2%
48.7%
（Pico/Skyworth etc.） 38.5% - The usage rate of China Standalone ranks
25.5% second in 2019. This result is due not only to the
Oculus Go/Xiaomi 20.5%
10.3% increase of ToB projects but also to the
17.7% improvement of China standalone’s performance
Other Mobile HMD 2.6%
2.6%
；
Other Console/PC HMD 0.0%
0.0%
2.0% - Vive Cosmos and Oculus Quest, as two key
Not yet Launched 2.6% products be launched in 2019, have attracted
Used in 2018 Used in 2019 Plan for 2020
market attention.
20SELECTION OF AR DEVICE
AR Device Used Situation(multiple
choice)
50.0% - More mature handheld devices (Android devices
Android device 72.2%
and iPhone/iPad devices) are currently the main
43.6%
61.1%
position for AR content developers. The huge base
iPhone/iPad device 61.1% of this kind of devices can provide a broader
71.8%
market for developers；
Nreal 22.2%
25.6% - Among wearable devices, Nreal and HoloLens
series are more popular with content developers.
HoloLens series 16.7%
20.5% Nreal as a local enterprise can not only provide
competitive equipment, but also provide extensive
Magic Leap 5.6% and in-depth support for China developers.
5.1%
HoloLens series has won a good reputation in ToB
Other wearable device field, and has become the first choice of many
industry users.
Used in 2018 Used in 2019 Plan for 2020
21PLATFORMS
Platforms Landed Situation (multiple choice)
43.1%
Steam 46.2% - The Steam platform is still the first choice
59.0%
7.8% for developers.The success of 《Half Life:
PS Store 7.7%
28.2% Alyx》will further stimulate developers to
37.3%
Vive Port 38.5% log in to the game on Steam；
30.8%
19.6%
Oculus Home 25.6% - The good performance of Oculus Quest
35.9%
3.9% makes developers focus on Oculus Home
Windows Store 2.6%
7.7% again, making Oculus Home becomes the
Epic Store 5.1% second intended online platform in 2020；
15.4%
App Store 1.6% - A new round of LBE(Location-Based
12.8%
Entertainment)'s expansion boom in 2019
Google Play
5.1% has driven developers' willingness to land
7.8%
Video platform 10.3% on offline platforms.But at the beginning of
15.4%
35.3% 2020, the occurrence of infectious
Arcade platform 48.7% diseases will have a significant impact on
46.2%
19.6% the expansion of offline platforms.
Others 2.6%
5.1%
Landed in 2018 Landed in 2019 Plan for 2020 22TECHNOLOGY CROSSOVER Cooperation mode of
operators
Technical cooperation with COOPERATION WITH 100
other fields 5G OPERATORS
PLAN 77.8%
64.1% 75
5G 66.7%
76.9%
AI 41.0%
51.3% 50
Big Data 20.5%
28.2% Yes
17.9% 46% No 25
nternet of Things 20.5% 54%
7.7%
Others 5.1%
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Done in 2019 Plan for 2020
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- In 2019, XR technology has been gradually combined with more technologies. 5G and AI are the main
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- With the addition of operators, content developers and operators have launched extensive cooperation
on 5G technology. In 2019, nearly half of the developers cooperated with the operators by logging
content onto their platforms. The main purpose is to help operators complete the rapid expansion of the
content through the original content transplantation.
235 TRANSFORMATION AND PERSISTENCE Development needs of XR content team
INDUSTRY SUPPORT
The Support Needed by The R&D Team(multiple choice)
74.3% 77.1%
51.4%
2020
28.6% 31.4%
11.4% 11.4% 11.4% 8.6%
2.9%
Funding Project Consulting IP Licensing Distribution Technology Talents
Matching
(5.0%)
2019
(12.5%) (10.0%)
(10.8%) (13.5%)
(24.3%)
(48.6%)
(60.0%) To C To B
(75.7%)
(90.0%)
- For the content team, although the financial situation has improved in 2009, the survival
pressure is still great. Funding and Project matching are still the main needs of the content
team.
25OVERSEAS EXPANSION
Target of Expanding Overseas (multiple choice)
Overseas Project Plan 74.5%
66.7%
39.2% 39.2%
41.7% 38.9%
23.5% 25.5%
No
11.1% 2.8%
25.5%
No Product Content Technical Public Others
13.9% Sales Purchasing Cooperation Relationship
Not decided 2019 2020
Yes
19.4%
Yes 51.0% - In 2020, the intention of overseas cooperation of
66.7% content team will be greatly improved, and the primary
2020 purpose is still product sales；
Not decided
23.5% - At the same time, the demand for content purchasing is
also on the rise. Many content teams are transforming
2019 in ToB business. In addition to their own R&D, they also
provide services through the cooperation of purchasing
content.
266
CONCLUSION
- Overall, the financial pressure on the XR content developer team in 2019 has eased, but it is
still huge. It is still the biggest challenge to realize the healthy operation of cash flow and
strive for more income in 2020；
- ToC market has recovered slightly over the past year, but it will take time to develop. So ToB
business will still be the main direction for most teams. However, it is expected that the
development of ToC content in 2020 will be improved compared with 2019；
- In terms of hardware, it may be difficult to make a great breakthrough or update in 2020, so
the occupation ratio of standalone and inside-out devices are expected to increase steadily.；
- 5G and LBE have provided more choices and opportunities for the content development team
in 2019. But the occurrence of infectious diseases in 2020 may have different impacts on the
development team, so the future market is more uncertain.THANKS
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