Debon Securities released a research report saying that content consumption forms such as C-side streaming/sports/games are expected to change with the rollout of Vision Pro.
The Zhitong Finance App learned that Debon Securities released a research report saying that content consumption forms such as C-end streaming/sports/games are expected to change with the rollout of Vision Pro. On the one hand, watching with MR devices is expected to increase the sense of immersion, especially for movies, events, etc. On the other hand, it is expected that more content will be generated natively based on MR devices, and new forms of content will be created. B-side cultural tourism, exhibitions, etc. are expected to take the lead, and other fields, such as virtual shooting, are expected to reduce costs and increase efficiency through XR related technology.
It is recommended to focus on MR and VR related targets: Fantuo Digital Innovation (301313.SZ), Lifeng Sports (002858.SZ), Fengyuzhu (603466.SH), Kaiying Network (002517.SZ), Silk Road Vision (300556.SZ), Roman (605289.SH), Baotong Technology (300031.SZ), Hengxin Oriental (300081.SZ), Shanghai Film (601595.SH), Tom Cat (300459.SZ), etc.; and the streaming platform iQiyi (IQ.US) , Mango Supermedium (300413.SZ), etc.
Event: Apple announced that a series of groundbreaking entertainment experiences will launch on Apple VisionPro, which goes on sale on February 2. Vision Pro has a built-in Apple TV App, and various streaming services and sports apps are available for download, including Disney+, ESPN, MLB, PGA Tour, Max, Discovery+, AmazonPrime Video, Paramount+, Peacock, Pluto TV, Tubi, Fubo, Crunchyroll, RedBull TV, IMAX, TikTok, and Mubi.
Debon Securities's views are as follows:
On the C-side, improving the entertainment experience is one of the important scenarios of MR.
VisionOS seamlessly blends digital content with users' physical spaces, providing an infinite canvas for apps, games, and other spatial experiences. Applications in VisionOS can be placed anywhere in user space and scaled to the perfect size. In terms of the viewing experience, when users start watching a video, the surrounding lights automatically dim as the content gets closer to them. The video can be placed anywhere in their space or in the Environments environment for the most cinematic experience. With the Environments environment, users can enlarge the video beyond the size of the room, and the screen can reach 100 feet wide while maintaining the frame rate and aspect ratio.
Apple's content and ecosystem are rich in usage scenarios and content matrices.
There are over 1 million apps on the new App Store, over 250 fun games on Apple Arcade, and new spatial experiences created just for VisionOS. VisionOS supports a number of unique technologies within the Apple ecosystem to provide a seamless entertainment experience on AppleVision Pro. Through SharePlay, Vision Pro users can watch TV shows and movies with users on other Apple devices, listen to music on Apple Music, and play games from the App Store and Apple Arcade. VisionOS also introduced several new features and technologies, including Travel Mode, Guest User, etc.
On the B-side, XR breaks space limitations and is expected to be the first to be used in exhibitions and art scenes.
“Turing Garden” further integrates art, technology and philosophy, and is a practical application of MR mixed reality technology. Through spatial algorithm recognition, holographic projection, human-computer interaction, sensing technology, etc., the boundary between the virtual world and real space is opened, and the multi-dimensional space and multi-sensory interaction experience are enhanced. As the largest digital art exhibition integrating MR mixed reality, immersive, and interactive in Asia, the audience is no longer a spectator from a third perspective, but can freely travel through virtual and real spaces, experience multi-dimensional interaction, and participate in a creative art journey.
In terms of ticket prices, the minimum is 49/person after the discount. Previously, the first Asian exhibition of the “Lost Pharaoh Horizon of Khufu - An Immersive Exploration Experience Exhibition of the Pyramid of Khufu” was held in Shanghai. It only took 45 minutes to travel through ancient Egypt. After wearing the VR headset, you can look up to the imposing Pyramid of Cheops. Follow the guide inside the pyramid to learn more about its structure and historical context. For art exhibitions, immersion and interaction comprehensively enhance the viewing experience and provide artists with more creative possibilities; for historical and cultural scenes, restoring historical scenery and making the audience experience immersive, it is expected to become a new payment point for exhibitions.
Risk warning: Competition in the industry intensifies; technology development falls short of expectations, application implementation falls short of expectations, etc.