Digital Kingdom

Once the leader of the virtual reality industry, ML, launched its first-generation product one, which was met with cold reception as soon as it went public and the market performed poorly.

There are magic mirror series of pearls and jade in front, although ML company has repeatedly claimed that one is only for "small groups of users" to test whether the company's core technology is mature and officially launch commercial product two. It will not be until next year.

However, it is still unavoidable to be compared with Magic Mirror 2.0, especially the price of the two is the same at $2,000.

After evaluation, M.Lone was completely blown up by Magic Mirror 2.0 in terms of parameters and user experience.

A large number of critics and enthusiasts have posted ridicules, and there is a tendency to beat down dogs.

This is because in the past period of time, the ML company has made a splash and grabbed its attention. In the virtual reality industry, it is almost comparable to the magic leap, which has triggered the public's rebellious psychology.

Among them, "South Florida Business Magazine" stated that ML could not find its own position. At this stage, it launched a virtual reality all-in-one machine, which is simply messing around with investors' money.

In the past October, ML received an astronomical US$800 million in round B financing without any product listing, setting a new high in the capital market. This financing was led by Chinese e-commerce giant Ali.

In addition, there is gossip that ML Company is carrying out Series C financing, which is expected to exceed 1 billion US dollars.

It is conceivable that the envy and jealousy of everyone, the magic company soared to the sky, it was because of the emergence of explosive models, which were recognized by the market, and they were made with one shot.

Your ML company relies on bragging, the market value has soared repeatedly, and there is no product that can support it, don't blame everyone for staring at you with a magnifying glass to find the problem.

But on the other hand, it also shows the popularity of the virtual reality industry. The success of ML financing also indicates the confidence of the capital market. Many industry analysis institutions have predicted that the market will have a big outbreak next year.

For a time, hot money kept pouring in, and VRMRAR became popular again, as if it was a bit outdated if you didn't talk about virtual reality.

As soon as one went public, it was bought and dismantled by Magic Feiyue Company. Soon after Zhao Ziming received the report, it was highly professional but not practical.

Because it is not threatening, the Digital Group has not paid much attention.

Seeking truth from facts, one is still very strong in terms of hardware, with stable image quality and realizing the authenticity of AR tracking in a small area.

In some respects, it has surpassed Magic Mirror 2.0. After all, the position of the ML industry is not boasted. It has a solid accumulation of technology, holding more than 150 patents, and Magic Leap has to exchange technology with it.

However, its biggest problem is that the conversion from test products to products is not done well.

The user experience is too bad, according to netizens’ complaints,

"Charge for two hours and play for ten minutes", this is the problem of battery life.

"Blind, you can only see the front 50 degrees, and the field of view is reduced by two-thirds." The human field of view is 120 degrees, and one can imagine the awkwardness.

"There are very few third-party applications, so you can only play an egg." There are too few complaints, and there is only one egg in a virtual game.

...

Criticism was raging, and the CEO of ML had to come out to explain, with a calm attitude and sincere language, without covering the defects of one, the central meaning was only one, please rest assured that Thetwo will never let everyone down.

Amidst the disturbances, the Digital Group has been keeping a cold eye.

Although there are constant interviews with reporters, "talk about one's views on one", "what are the measures for magic power" and so on,

Because of the leadership's request, no comment or participation, most reporters returned in disappointment.

The boss of the industry must have the boss pattern, not to mention that one is still a semi-finished product, even if it really poses a threat, it does not rely on lip service.

Although one has such shortcomings, its listing also shows that the virtual reality industry created by Magic Leap has officially entered a mature period.

There are several indicators for judging which stage an industry is in. Two of the most important ones are the mature core technology, the emergence of representative products (Magic Mirror 2.0), and the detonation of a large number of followers, and a large number of applications (represented by M.Lone ).

As the industry matures, on the one hand, the difficulty of penetration has increased, and on the other hand, competition has begun to intensify.

Although ML failed to make a blockbuster, it is also a signal that the era of a single company dominating the market is coming to an end.

There is a first challenger, there is a second challenger.

According to news from major giants, there will be more than a dozen VR models on the PC side in the market next year, including Facebook's cv1, HTC's Vive, Sony's PSVR, Microsoft's Win10VR, Google's DaydreamVR, etc.

Samsung launched GearVR on the mobile terminal this year. Although the sales are average, it will benefit from market development, and there should be a big explosion next year.

The cruel competition is about to detonate, and it is still unknown who will die.

Under such circumstances, it is no wonder that Magic Leap is about to prepare for war.

Although there is a first-mover advantage, it has not reached the point of disregarding the crowd.

The key to the success of Magic Leap lies in its good control over the industrial chain and strong productization capabilities.

Insufficient power and few related applications are not a big problem in a laboratory environment.

Only after the market test can we know where the pain points are.

After two generations of product polishing, except for some core components, Magic Leap has almost been in the position of leader and controller in the industrial chain structure and the relationship between all parties in the industry.

It may be slightly inadequate than patents and scientific research, but the ability of technology to leapfrog science is definitely overwhelming ML.

It is confident and able to meet any challenges that follow.

No matter how the various companies brag, mass production capacity represents technological strength.

It is precisely by this that Magic Leap can quickly occupy the market.

However, ML has also realized this, and the alliance with Ali is to use the mainland's large-scale productivity to prepare for the next generation of products.

Alibaba set the largest Ipo last year, with a market value of more than 200 billion U.S. dollars, which is the time for ambitions.

Multi-faceted attack, advance layout, the virtual reality industry is one of the important areas, it is not surprising that a lot of money has been invested in this.

Before investing in the ML company, Ali and Zhao Ziming had contact, and the two sides did not negotiate, and Ali turned to support ML.

Although Zhao Ziming did not agree with the other party’s strategy, he was shocked by its ambitions. Ali intends to rely on Taobao to build the world’s largest “3D” product library, optimize future shopping experience, open up the film industry, music, video, shopping, etc., and establish VR content output Standards promote the output of high-quality VR content.

When it comes to standard setting and the status of the industry, it is naturally impossible for Zhao Ziming to give in and give the other party the initiative.

Besides, with the ability of Magic Mirror 2.0 to attract money, there is no need for financing.

Ali did not have the idea of ​​being a little brother, and there are fundamental differences between the two sides.