Super data vr summit seoul presentation_6202016

Using Market Insights to Conquer Virtual Reality

VR Summit Seoul 2016

HERE BE DRAGONS

Copyright © 2016 SuperData Research. All rights reserved. | www.superdataresearch.com

http://www.superdataresearch.com

2

| Playable media & games market research

Copyright © 2016 SuperData Research. All rights reserved. | www.superdataresearch.com


4

| Playable media & games market research| Playable media & games market research

Stephanie Llamas @StephiNaners

Director, Research and Insights Head of VR/AR Strategy

Here Be Dragons, VR Summit Seoul 2016 | Copyright © 2016 SuperData Research. All rights reserved. | www.superdataresearch.com


5


February 2015



6


February 2015 January 2016



7

For the full report, visit www.superdataresearch.com




8


Report title, Month Year | Copyright © 2015 SuperData Research. All rights reserved. | www.superdataresearch.com


9

VIRTUAL REALITY INDUSTRY

LANDSCAPE




10




11

$2.9B 2016E VIRTUAL REALITY REVENUE




2016E 2017E 2018E 2019E 2020E

$40.3B

$22.7B

$11.8B

$5.7B$2.9B

12

WORLDWIDE VIRTUAL REALITY REVENUE BY PLATFORM SUM TOTALS OF HEADSETS, PERIPHERALS AND SOFTWARE




25%

50%

75%

100%

1960 1970 1980 1990 2000 2010 2020E

Color TV

VCRPC

Internet

Cell phone

MAJOR U.S. TECHNOLOGY ADOPTION RATES BY HOUSEHOLD




25%

50%

75%

100%

1960 1970 1980 1990 2000 2010 2020E

MAJOR U.S. TECHNOLOGY ADOPTION RATES BY HOUSEHOLD

VR




25%

50%

75%

100%

1960 1970 1980 1990 2000 2010 2020E

VR

VR U.S. ADOPTION RATES BY HOUSEHOLD

5%

10%

15%

20%

2010

2011

2012

2013

2014

2015

2016E

2017E

2018E

2019E

2020E




17


HTC Vive

Oculus Rift

PlayStation VR

Samsung Gear VR

0 1000000 2000000 3000000 4000000

3.5M

2.6M

0.7M

0.4M

WORLDWIDE VIRTUAL REALITY HEADSET SHIPMENTS, 2016E



18


HTC Vive

Oculus Rift

PlayStation VR

Samsung Gear VR

0 1000000 2000000 3000000 4000000

3.5M

2.6M

0.7M

0.4M


•PRODUCTION CANNOT KEEP UP WITH DEMAND



19


HTC Vive

Oculus Rift

PlayStation VR

Samsung Gear VR

0 1000000 2000000 3000000 4000000

3.5M

2.6M

0.7M

0.4M


•PRODUCTION CANNOT KEEP UP WITH DEMAND •GOOD FOR VR IN THE LONG-RUN



20


HTC Vive

Oculus Rift

PlayStation VR

Samsung Gear VR

0 1000000 2000000 3000000 4000000

3.5M

2.6M

0.7M

0.4M


•PRODUCTION CANNOT KEEP UP WITH DEMAND •GOOD FOR VR IN THE LONG-RUN •DISCOVERABILITY AND AWARENESS NEED TO GROW



21


VR and the Next Killer App, April 2016 | Copyright © 2016 SuperData Research. All rights reserved. | www.superdataresearch.com

EXPERIENCE IT





22



WATCH IT





23



ADOPT IT





24



52%AMERICANS

WITH NO INTEREST IN OR KNOWLEDGE OF

VR


25



52%AMERICANS

WITH NO INTEREST IN OR KNOWLEDGE OF

VR

35-44

45-54

55-64

64+ 62%

60%

58%

55%





26


AVERAGE AGE

39

EARLY ADOPTERS IN THE US



27


AVERAGE AGE

39INTENT TO SPEND

$379




28


AVERAGE AGE

39INTENT TO SPEND

$379INTENT TO USE

5 Days per week




$5B

$10B

$15B

$20B

$25B

2016E 2017E 2018E 2019E 2020E

WORLDWIDE VIRTUAL REALITY REVENUE BY PRODUCT SUM TOTALS OF PC, CONSOLE AND MOBILE

29


SOFTWARE HARDWARE



$5B

$10B

$15B

$20B

$25B

2016E 2017E 2018E 2019E 2020E

30


WORLDWIDE VIRTUAL REALITY REVENUE BY PRODUCT SUM TOTALS OF PC, CONSOLE AND MOBILE

SOFTWARE HARDWARE

$12B



22%

78%

Other

2016E

Worldwide VR software revenue

$0.5B

Games


31

SOFTWARE CATEGORIES: • PLAY • MEDIA • SOCIAL • COMMERCE • INNOVATION • EXPLORATION



Other

Social

Entertainment & Media

Games

11%

14%28%

2020E

WORLDWIDE VR SOFTWARE REVENUE

$24.2B22%

78%

Other

2016E

Worldwide VR software revenue

$0.5B

Games


32

45%



33

IMMERSION









PRESENCE






INNOVATION



Super data vr summit seoul presentation_6202016

Technology

Transcript of Super data vr summit seoul presentation_6202016