Break with Google VR, HTC intends to pick the VR platform alone

A hero's three gangs, a world-class company often has several close partners to help their achievements dominance, such as Microsoft and Intel's "Wintel" combination, or Android Age Google and HTC combination. However, this year began a more subtle change in the relationship between HTC and Google. Two months ago, Google invested US$1.1 billion to dig up nearly 2,000 mobile phone R&D elites from HTC, the latter behind Google’s two generations of Pixel phones. In addition to the mobile phone business, Google and HTC's cooperation in virtual reality seems to have come to an end. At the HTC Vive Developer Summit held last week, HTC exposed the latest VR Vive Focus, the device that was first revealed at the Google Developers Conference and was part of Google's Daydream VR platform. However, HTC and Google also confirmed on the same day that they will not introduce the Daydream VR. For the break-up of the two in VR this time, HTC’s claim is to “focus on the Chinese market”. However, what HTC really wants to say may be Google’s lack of control over VR. With the industry advantage that Vive has accumulated over the past two years, HTC will now completely transform the VR platform from its hardware manufacturers and leave it alone. Disappeared Daydream VR At the Google I/O conference in May this year, Clay Bavor, the company's VR/AR business leader, revealed that Google is working with HTC and Lenovo to launch a VR-based machine equipped with Daydream VR. Daydream VR is the core of Google's VR platform. system. The biggest highlight of this device is that with the front camera assembly, the VR all-in-one recognizes space recognition and motion tracking, allowing freedom of movement in a VR like the HTC Vive, but at the same time eliminating cable restrictions. Google claims that this technology that allows the machine to recognize the space environment is "World Sense" and it was born out of the company's Project Tango project, which was integrated into Google's Daydream VR division this year. On November 14th, half a year after the Google Developers Conference, HTC exposed the Vive Focus, a VR all-in-one device. This device is very similar in appearance and functionality to the previous VR all-in-one. However, HTC executives revealed to the media after the conference that HTC will not launch Daydream VR. At the same time, Google VR executive Clay Bavor also announced the same news on Twitter, while revealing that Google and Lenovo's Daydream VR all-in-one program will remain unchanged - people still hope to see this device. Whether Lenovo's Daydream VR or HTC's Vive Focus is developed based on Qualcomm's VRDK solution, the devices are similar in appearance and components, such as the Qualcomm Snapdragon 835 processor. A camera for space recognition. The difference is only at the technical and system level. Google's tracking technology is called World Sense. HTC calls Focus tracking technology as "World Scale", which is one word worse. Google VR's "Muscle Power" It is worth pondering that both parties have adopted an informal method to confirm the news of the collapse of the VR-one collaboration. Google was announced by Clay Bavor on Twitter. HTC was asked by reporters to disclose information. From this detail, it can be seen that, at least for HTC, the importance of Daydream, Google's VR platform, is not so high, and the fact is also true. From the launch of Cardboard in 2014 to the Daydream VR mobile display made from plant materials in 2016, it can be seen that Google still has a certain ambition in mobile VR. Daydream platform requires the user's mobile phone to reach a certain standard. Another way to say that, basically only the flagship models of mobile phone manufacturers can count Daydream ready phones. So, after the introduction of nearly two years, there are no more than 20 mobile phones supporting Daydream platform, and Google’s own Daydream display sales volume is only a few hundred thousand, which is different from the competitor Samsung Gear VR sales of more than 8 million. Great disparity. Even cooperating vendors that support Daydream VR platform may not strictly follow Google's VR hardware design principles. For example, Huawei's Daydream VR heads-up display is more like Gear VR than Daydream. If Google is faced with an intractable fragmentation issue on the Android system because too many companies use it, then the problem with Dayream VR is just the opposite, because the platform is not powerful enough to become a tasteless aspect of the hardware. Across the river and rule, HTC protects the Chinese market After the press conference, the explanation of HTC executives' cancellation of Daydream all-in-one was "to fully focus on the Chinese market." It sounds like a pretext, but in fact it is the truth. After the scrambles of 2014 and 2015, both VR and VR have fallen from the air. Relatively mature markets in Europe and the United States, the rich cultural culture of the amusement hall and the large market in Asia have become the gold nucleus of global VR companies. China’s market is big enough to be the top priority. With regard to geopolitical issues, the HTC Vive business has become more closely connected with the Mainland, and has also placed China in the development of the past two years. HTC's PC-end Vive gave the company the top spot in the VR industry. During the two-year operation, the company also discovered that consumers who bought Vive's head-ends eventually became loyal users of SteamVR. HTC Vive provided a leading room-level motion tracking solution. Only responsible for the production of hardware, the consequences of using other people's systems, HTC has enough lessons in the mobile phone business. Since 2016, HTC has begun the transition from hardware to VR platform: set up Vive X project to gather VR/AR entrepreneurs, launch Vive Studios to produce VR content, and build their own VR store Viveport to win over VR developers. At the press conference on Tuesday, HTC launched Vast Wave, an open mobile VR platform jointly established with Qualcomm, to unify China's mobile VR ecosystem from hardware to software. At the Oculus Developers Conference in October this year, the Facebook-owned VR company exposed the VR all-in-one Oculus Go. This $199 device does not carry the same tracking technology module as Vive Focus or the Snapdragon 835 chip. In other words, the price of Vive Focus is probably twice that of the competitor's product, which is difficult for consumers to accept. However, similar to many VR companies that have already started development, HTC has long realized that the VR device's consumer market in the C-side is hopeful. The real opportunity lies in the extremely promising B-side market. In 2016, HTC has launched Viagra Education's VivEDU, which focuses on the mainland VR education market. The latter is considered to be the most profitable and highly promising market. Many startups have received tens of millions of investment and orders for VR education projects. HTC also cooperates with manufacturing, medical, and training companies to try to push VR+ into these well-funded traditional industries. The $699 VR device is unaffordable for consumers and is quite inexpensive for the B-side commercial customers. If we can seize the needs of these B-side customers in VR, HTC's volume is by no means comparable to Facebook and Google. The latter two cannot, for some reason, promote their VR platforms in China. Interestingly, on the Vive Wave platform of HTC's “River by Rivers,” the first batch of partners included Storm Mirror, Pico, Idealens and Iqiyi, who have a very limited share of the VR market. Huawei, Xiaomi, Da Peng, 3Glasses, and other big brands that have a certain influence in the domestic VR market are all absent. I believe that HTC now also appreciates Google’s difficulties – how easy it is to implement unified standards in a newly emerging market! The road to VR development is still very long, HTC is the same.

Posted on