Domestic semi-annual financing is the sum of the past ten years
Spring River Plumbing Duck Prophet
Whether an industry is hot or not, the scale of financing is one of the important indicators.
According to the latest report released by McKinsey, the global interest in the Metaverse will surge in 2022. So far, more than 120 billion US dollars (about 804.48 billion yuan) have been invested in the Metaverse Track, which is more than double the investment of 57 billion US dollars last year.
According to the report, among the relevant investments, investors are mainly divided into three categories, namely large technology companies (such as Meta, Microsoft, Nvidia, Apple and Google), venture capital institutions (Paradigam, Coatue, YugaLabs, etc.) and those who are investing resources. companies and brands.
In the domestic capital market, the “China Metaverse Investment and Financing Data Report” released by the E-commerce Research Center of Netease on July 4 shows that during the ten years from 2011 to 2021, the total financing of China Metaverse was 5.77 billion yuan, and the total number of financing was 81. ; From January to June 2022, the number of financings in just six months reached 41, with a financing amount of 5.46 billion yuan, which is almost the sum of the financing in the past ten years. This data is open to question, probably including the Metaverse infrastructure, hardware such as ARVR, artificial intelligence, blockchain and other related industries.
The explosion of the Metaverse has also attracted many investment institutions to enter the game.The “Report” shows that the active investors in the domestic Metaverse include Wuyuan Capital, Shunwei Capital, Zhichun Capital, Hillhouse Ventures, Sequoia Capital, Vientiane Culture , etc., as well as Tencent, Alibaba, ByteDance, NetEase and other industries capital.
2022 Q2: 37 companies in the “Metaverse” track have been invested, and some companies have received more than 800 million
The good results in the above six months were mainly contributed by Q2.
According to incomplete statistics from Lei Bao, in the second quarter of this year, there were 39 investment and financing events in the “Metaverse” field, involving 37 companies.
In terms of amount, there are 4 investment events involving an amount exceeding 100 million yuan: the highest amount is ” Magic Technology “, which announced the completion of B rounds and C rounds of financing on April 6, with a total amount of 130 million US dollars; ” Cocos ” completed a $50 million Series B financing, Cocos is one of the world’s leading digital interactive content development platforms; ” BUD ” received a $36.8 million Series B investment from NetEase,Northern Lights Ventures, Kai Ming Investment, Jiyuan Capital, etc., is a Metaverse social platform.
From the perspective of the industry, 13 “digital collection” companies have been invested, with over 30 million yuan or the highest amount; 7 “virtual human” related investments: some companies have completed two rounds of financing, with an amount exceeding 800 million yuan.
Active investment and financing in the hardware field
Among the many fields of the Metaverse, the hardware field of the Metaverse is favored by capital, especially the field of XR (extended reality, which is the general term for VR, AR, and MR), which is known as the first entrance to the Metaverse.
According to incomplete statistics, from January to June 2022, there will be more than 30 investment and financing events related to XR and Metaverse in China, and the largest single disclosed financing amount is 700 million yuan.
From the more than 30 investment and financing events, it can be seen that the related fields favored by capital in the past six months are relatively wide, including hardware fields such as optical modules, VR complete machines, and related chips, and hot fields such as human-computer interaction, digital twins , and virtual humans. Product solutions and VR content production tools and platforms.
Most of the investees are companies that have a certain reputation in the virtual reality segment and have the needs of deep cultivation of technology, market expansion, and talent attraction. The overall value drive is more obvious.
In terms of investment and financing amount, it shows the characteristics of a large scale of single investment and financing. Among the investment and financing events disclosed in the first half of the year, there was no financing of one million yuan, all of which were more than 10 million yuan, and there were more than 7 large-scale financings of more than 100 million yuan.
From the perspective of financing rounds, the most investment and financing events occurred in the A round, accounting for more than half. There are 7 cases of B round of investment and financing, 3 cases of C round of investment and financing, and only 1 case of angel round of investment and financing. Generally speaking, investment and financing events are concentrated in a more mature stage.
The investment and financing boom has just begun
The industry believes that driven by the concept of the Metaverse, the investment boom in VR/AR-related fields will continue for a long time.
According to the 2022 V1 “Global Augmented and Virtual Reality Spending Guide” released by market research firm IDC, global VR/AR investment will continue to grow in the next five years.According to IDC, the total global VR/AR investment scale in 2021 is close to US$14.67 billion and is expected to increase to US$74.73 billion in 2026. Among them, the five-year CAGR of the Chinese market is expected to reach 43.8% , ranking first in the world in terms of growth rate. It can be seen that the current VR/AR industry will maintain a continuous growth trend.
“From an institutional point of view, the relevant investment in the Metaverse has just begun.” TongChuangweiye TMT industry partner Tong Ziping said in an interview with the media that from the perspective of Gartner’s technology maturity curve, a new technology development It’s all a quick climb first, then a descent, and then a normal climb. VR/AR set off a wave of investment five or six years ago, and now XR technology has come out of the trough and is in the stage of steady climbing, and it will take a few more years to usher in a bigger explosion.
CITIC Securities also believes that the incremental growth of next-generation technology hardware such as VR/AR will become one of the three major development lines of Metaverse in the next 3 to 5 years. In the next five years, the annual sales volume of VR/AR hardware is expected to increase to 50 million units. If the hardware technology makes further breakthroughs, the medium and long-term sales volume is expected to reach hundreds of millions of units.
This article is from the WeChat public account “MetaPost” (ID: MetaPost23) , author: MetaPostOfficial.
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