“天价”头显撑得起Meta的元宇宙吗

北京商报2022-10-13

一年前的Connect活动上，扎克伯格以自身虚拟形象正式宣布，公司由Facebook正式更名为Meta，取自元宇宙英文“Metaverse”的前半部分，以表明公司转向元宇宙的决心。将近一年过去，不仅扎克伯格遭到了群嘲，数百亿美元也打了水漂。如今，Meta带来全新的沉浸式VR设备头盔，但高昂的价格恐怕会劝退很多普通消费者。从元宇宙的概念被扎克伯格引爆之后，人们似乎看见了人类的未来文明是什么样的。但...

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红金鱼辣椒
2022-10-13
红金鱼辣椒
不好說🤔
- 红金鱼辣椒:
  嗯嗯
JWZ137
2022-10-13
JWZ137
Wow

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Meta","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/582eb616bde467d1b85379d164d8eb07","symbols_score_info":{},"content_text":"一年前的Connect活动上，扎克伯格以自身虚拟形象正式宣布，公司由Facebook正式更名为Meta，取自元宇宙英文“Metaverse”的前半部分，以表明公司转向元宇宙的决心。将近一年过去，不仅扎克伯格遭到了群嘲，数百亿美元也打了水漂。如今，Meta带来全新的沉浸式VR设备头盔，但高昂的价格恐怕会劝退很多普通消费者。从元宇宙的概念被扎克伯格引爆之后，人们似乎看见了人类的未来文明是什么样的。但Meta交答卷的那一天，目前看来还十分遥远。售价过万元当地时间10月11日晚，Meta正式发布了旗下首款旗舰级虚拟现实设备Quest Pro，采用了全新的处理器及用于混合现实应用的彩色视频推送功能，售价为1499美元，折合人民币约10700元。自发布起，Quest Pro在22个国家/地区开始预购，设备将于10月25日发货。和上一代的Quest 2相比，其价格比其此前发售的头盔高出1100美元。扎克伯格之前就对媒体宣称，Quest Pro将定位高端，如今Meta再次证实Quest Pro和Quest 2是两条产品线，互不影响，同时销售。但当扎克伯格在发布会上说出这个价格时，直播的弹幕区还是出现了满屏的惊叹号和问号。Meta称，Quest 2的用户群喜欢健身、游戏和其他娱乐活动，而Quest Pro的目标用户则是能够负担得起更高价格的企业和专业人士。除了继续构建元宇宙之外，这次的Connect大会还有一个关键词“Together”。在主题演讲中，微软CEO纳德拉意外现身。纳德拉表示，微软将把Teams、Office、Windows以及Xbox云游戏一口气全部引入Meta的Quest VR头显。据了解，Meta正式与微软展开合作，全新的Quest Pro将支持多项来自微软的游戏、会议及办公服务。对于Meta和微软的具体合作以及计划，北京商报记者分别联系了两家公司，但截至发稿还未收到回复。此前，微软和Meta在元宇宙这件事上还处于竞争状态，比如Teams和Workroom都在虚拟工作空间上大做文章，Xbox的VR也一直在议程之中。但今天在Meta的Connect大会上，两家公司却宣布了自十多年前Facebook在Windows Phone中集成之后的第一次大型深度合作。据路透社报道，风险投资家马修认为这种合作关系很重要，因为它们暗示了公司之间对互操作性的承诺，或者不同系统应该相互连接的想法。他说：“市场上有很多人怀疑可互操作和开放的元宇宙是否可能。”还有分析指出，此次的合作说明微软在VR领域的定位更加明确。公司牵手Meta似乎表明，已经决定不在VR领域做制造商，而是将自己定位于向VR设备提供软件和生产力工具的公司。转型阵痛一年前，Meta通过“改名换命”的方式选择All in元宇宙，是为了给自己现有业务寻找一条新的出路。一年后，元宇宙却成为Meta棘手的难题之一。一方面，自己的主营社交和广告业务接连下滑。另一方面，“元宇宙”研发投入巨大，但盈利还遥遥无期。但结果并不如人意。Meta的Reality Labs部门在2019年、2020年、2021年亏损分别为45亿美元、66亿美元和102亿美元，而在2022年上半年就已亏损了超过57亿美元。据统计，Meta已经在其“元宇宙”项目中砸入了270亿美元，可现阶段除了VR头显以外，其他项目推进进程缓慢。今年以来，Meta股价更是一路下跌近60%。截至当地时间11日美股收盘，Meta市值收于3000亿美元，已经缩水至2017年的水平。究其原因，中国移动通信联合会元宇宙产业委员会执行主任于佳宁认为，问题在于市场和用户对于元宇宙的预期和实际技术发展并不在同一水平面。市场对于元宇宙期望之高，使得用户给予了高调布局元宇宙的Meta极高的厚望。但在另一层面，于佳宁指出，VR设备仅仅只是元宇宙的入口，元宇宙的应用还在不断探寻和发展中，它的爆发将取决于其他信息技术的发展和融合创新，是一个相对比较长期的旅程。这也导致了许多用户对Meta的希望有多大，失望就有多大。此前Meta开发的元宇宙社交平台Horizon Worlds在法国和西班牙上线，但扎克伯格发布的虚拟自拍极为简陋致使其被网友群嘲就可以说明这点。事实上，这不仅仅是Meta的心病，也是不少同行的软肋。“对于任何一个新趋势而言，其发展速度都看似迟缓，处于沉默且不被人看好的探索期。市场对新趋势的反馈都会存在一段时间的阵痛期。”于佳宁坦言。前狼后虎对科技企业来说，元宇宙确实是一片蓝海。在VR头显领域，Meta仍然一家独大。据VR陀螺统计，2022年上半年全球VR头显的出货量约684万台，其中Quest 2上半年累计销量约为590万台。于佳宁指出，元宇宙作为第三代互联网Web3.0，是人类未来娱乐、社交甚至工作的数字化空间，是生活方式的主要载体，是一个人人都会参与的数字新世界。在元宇宙时代，数字化技术给产业带来的变化绝非简单的技术升级，而是全行业的底层商业模式和产业链条的革新。近期购买了一款国产VR一体机的玩家飞飞对北京商报记者表示，这类设备的体验确实不错，身边很多朋友也被“种草”了。“其实很多人只是没亲自试过，随着市场普及，未来潜在的消费者应该很多。”不过，在于佳宁看来，元宇宙并非是互联网发展的一个赛道，而是在PC互联网和移动互联网之上更高维度的数字化空间。元宇宙时代会有与现在完全不一样的产业图景和商业形态，将会促进数字经济与实体经济实现更深层次的融合，从而助力“百行千业”全面转型升级，为实体企业开辟全新的发展空间，让各行各业都能找到“第二曲线”新发展空间。如果说Facebook在社交网络最大的压力来自TikTok，Meta在元宇宙里最担心的可能是苹果。苹果CEO库克曾表示：“AR是一项与iPhone一样具有广阔前景的技术。以后的某个时间起，AR会变成像一日三餐那样平常，会成为人们生活的一部分，就像手机一样。”不过目前。苹果尚未发布VR头显，也没有证实相关工作。但分析师和媒体都认为，这家iPhone制造商准备推出一款 VR 设备——与Quest Pro类似，它可以利用外部摄像头将视频实时传输到高清屏幕上。对于苹果的VR头显，飞飞也表示期待：“按照苹果的研发实力，不出手则已，一出手有可能就是王炸。其设备很可能会和手机电脑等生态打通，让用户体验感倍增。”此次虽然扎克伯格与以往一样，并没有明确提到苹果，但他却表示，竞争对手都在重点开发受到严格控制的VR平台，从而将消费者锁定在特定操作系统中。尽管他没有明确点出苹果的名字，但是暗示意味明显。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":9980969662,"gmtCreate":1665629000957,"gmtModify":1676537639080,"author":{"id":"4090706723019730","authorId":"4090706723019730","name":"红金鱼辣椒","avatar":"https://static.tigerbbs.com/3c95079e353131bb0c2ebda843413a5d","vip":1,"hat":"https://static.tigerbbs.com/a3dee1aa3a3a3c1814833a4d3f8a5669","crmLevel":2,"crmLevelSwitch":1,"idStr":"4090706723019730","authorIdStr":"4090706723019730"},"htmlText":"不好說🤔","listText":"不好說🤔","text":"不好說🤔","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9980969662","repostId":2275665547,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":104329603,"gmtCreate":1665629008738,"gmtModify":1665629012114,"authorId":4090706723019730,"author":{"id":4090706723019730,"idStr":"4090706723019730","authorId":4090706723019730,"name":"红金鱼辣椒","avatar":"https://static.tigerbbs.com/3c95079e353131bb0c2ebda843413a5d","vip":1,"crmLevel":2,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":9980969662,"type":1,"supId":0,"prevId":0,"content":"嗯嗯","text":"嗯嗯","html":"嗯嗯"}],"langContent":"CN"},{"id":9980024818,"gmtCreate":1665619547934,"gmtModify":1676537636151,"author":{"id":"3575067142498671","authorId":"3575067142498671","name":"JWZ137","avatar":"https://static.tigerbbs.com/842968796125e5a418b21a3b4ab603ef","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"3575067142498671","authorIdStr":"3575067142498671"},"htmlText":"Wow&nbsp;","listText":"Wow&nbsp;","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9980024818","repostId":2275665547,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":17,"commentSize":2,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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