Tencent’s acquisition of Black Shark to open the “metaverse era” of gaming mobile phones?

Opportunities are equal for everyone, who can seize it, and see the future.

Little by little, Tencent’s rudder is turning in a new direction.

According to 36Kr reports, Tencent plans to acquire Black Shark Technology, a gaming mobile phone company. After the acquisition, Black Shark will be integrated into the business group led by Tencent Chief Operating Officer Ren Yuxin. It is reported that after the completion of the acquisition, Black Shark Technology will carry out business transformation, and the business focus will shift from gaming mobile phones to VR devices as a whole.

Tencent's acquisition of Black Shark to open the "metaverse era" of gaming mobile phones?

Since the end of 2021, Tencent has continuously adjusted its strategy and reduced its stake in investment companies. The reason is that the traffic ceiling of the mobile Internet has come, and there are not many targets for the capital market to choose. For Tencent, in such an environment, looking for industries with more potential in the future has obviously become the top priority of the moment.

And the metaverse, which is regarded as a potential entrance to the next era, has become a new battlefield for Internet giants.

Dachang Gets Together Metaverse

The word “metaverse” spread across the globe overnight. According to Google Trends, in January 2022, the global index for the “metaverse” will reach 100. Before January 2021, the use of this keyword did not even exceed 1.

In foreign markets, the market value of Roblox, the “first stock of the Metaverse”, once exceeded 70 billion; later, Facebook changed its name to “Meta” and turned to the Metaverse. At home, the competition in the metaverse is equally fierce.

From the Baidu Create 2021 (Baidu AI Developers Conference) held on the Metaverse APP “Xiyang” at the end of last year, to the establishment of a partnership between Alibaba Cloud and the game development studio JP GAMES… The domestic Internet giants are Get together on the “Metaverse” track.

In addition to the software level, on the hardware side, giants have also begun to open their wallets to “buy, buy, buy”.Facebook acquired VR head-mounted display device brand Oculus for $20; ByteDance wholly-owned VR hardware manufacturer Pico; and this time Tencent acquired Black Shark Technology.

Tencent's acquisition of Black Shark to open the "metaverse era" of gaming mobile phones?

It is obvious that when human beings are about to move towards a virtual future where online and offline integration is deeper, it has become the consensus of major manufacturers to simultaneously cut into the metaverse track from both the soft and the hard side.

From the perspective of current technology, VR technology is the most in line with the concept of “metaverse”. Facebook has said that the hardware carrier of the future metaverse will not be a computer or mobile phone, but a VR headset.Since the VR headset can completely wrap the user’s field of vision, it provides a virtual world with a free perspective and a high sense of immersion. Therefore, VR will be an integral and important part of the metaverse era.

Extending the time line, the hardware entrance of the Metaverse will show a diversified trend. In addition to common terminals such as VR and AR, it also includes tactile gloves, somatosensory clothing, smart glasses, brain-computer interfaces, etc. to strengthen and enhance user immersion, bringing Peripheral hardware for multi-dimensional interactive experience. Hardware devices, as the entrance to the metaverse, will be the key to opening the door to the future.

It just needs to be noted that the Metaverse involves technologies such as VR, AR, AI, 5G, NFT, and the Internet of Things. At the current level of technology, it is still impossible to create a virtual world that can deceive human senses. Some “metaverses” are just a collection of high-tech human beings at present. But from the perspective of the future, working together from both hard and soft sides is undoubtedly the best option to seize the high ground of the Metaverse.

“Penguin” and “Black Shark”, how much imagination can you have in the metaverse?

In fact, Tencent has already made some moves in the Metaverse track. Before the IPO, Roblox received $150 million in Series G financing with a valuation of about $4 billion, and Tencent appeared on the list of investors.

Today, although the market value has fallen, Roblox’s market value is still as much as 10 times its previous valuation.Perhaps the rich returns from investing in Roblox have inspired Tencent, and Tencent is secretly working on the metaverse track. However, it is difficult to find such a company in the domestic market where the related industries have just started.

So, why did you choose Black Shark?

Tencent will choose to “hold hands” with the Black Shark, in fact, there are already signs. As early as January 2020, Tencent reached a cooperation with Black Shark Technology, and the two parties explored innovations in game functions at the software and hardware levels.

Tencent's acquisition of Black Shark to open the "metaverse era" of gaming mobile phones?

Based on the existing cooperation, Tencent and Black Shark will not need to go through a running-in period, which will help accelerate Tencent’s advancement of virtual reality hardware technology. In addition, Black Shark has already begun to explore related products such as VR, and the cooperation between the two parties is icing on the cake.

Second, the acquisition of Black Shark will strengthen Tencent’s shortcomings in hardware manufacturing. Black Shark has experience in cooperation with Qualcomm, a major mobile processor chip manufacturer. At the same time, as a sub-brand of Xiaomi, it has the industry chain guarantee of Xiaomi, the leading domestic mobile phone manufacturer. Obviously, it is of great benefit to Tencent’s current layout in the Metaverse.

Last year, Ma Huateng mentioned a term for the first time in Tencent’s internal publication “Three Views” – “Full True Internet”, which is a newly upgraded product of the mobile Internet, providing integrated services from both reality and virtuality. For Tencent, the top priority is to create an entrance that can carry its own virtual-real connection in the field of VR hardware.

Looking at the global metaverse track, the path of giants entering the metaverse is basically the same. From the acquisition of VR manufacturers to the completion of the “soft and hard” development model, this is undoubtedly the most effective way for Internet companies with their own soft power.

According to Tencent’s “full true Internet” development logic, Tencent needs to hold a “key” to open the entrance to the Metaverse. In particular, under the basic logic that the Metaverse is likely to fundamentally change the form of human social interaction in the future, as the owner of WeChat and QQ, the largest social platforms in China, Tencent, which “started” by social networking, is obviously unwilling and unable to live in its own “old”. The Bank’s upside and downside.

“Metaverse”: A new battlefield for game phones?

Perhaps for Black Shark, being brought under the umbrella of Tencent may be a good choice.

In April 2018, the Black Shark mobile phone debuted. In addition to the cost-effectiveness and unique design of the main Mi-series mobile phones, the Black Shark mobile phone has taken a different approach to the problem of high-heat, frequency-reduction and frame-dropping of flagship smartphones in high-load scenarios such as games, which has opened up the mobile phone market. the beginning of.

After that, smartphone brands played the “cooling card”. From “sandwich liquid cooling” to “cascade VC three-dimensional cooling”… Even if you work hard in the cooling process, it is difficult to make a substantial difference compared with flagship mobile phones with the same capabilities.

The reason why gaming laptops can be distinguished from ordinary laptops is that they have fundamental differences in core hardware such as CPU and GPU. In contrast, gaming phones are almost indistinguishable from flagship phones in terms of configuration, and even “less than better”. Under the condition of excessive homogeneity, the living space of game mobile phones is constantly being compressed by ordinary smartphones.

At the same time, the global mobile phone market has become saturated, and its development has fallen into a bottleneck period. According to IDC data, since the beginning of 2017, global smartphone shipments have declined year after year and have entered a state of negative growth.

Tencent's acquisition of Black Shark to open the "metaverse era" of gaming mobile phones?

In this context, Black Shark has to face the squeeze of ordinary smartphones on the one hand, and the competition from other gaming phone brands on the other hand. In order to survive, it is obviously necessary to find a breakthrough in diversified scenarios, such as the metaverse.

In particular, the Metaverse has a natural close relationship with games. As a domestic game mobile phone manufacturer, Black Shark has a certain degree of overlap with the Metaverse. As mentioned above, Black Shark has the experience and conditions of relevant hardware manufacturing, so it has a foundation and heritage to transform into a virtual reality equipment manufacturer.

Zooming in to the entire gaming mobile phone market, in the era of stock competition in the mobile phone market, the already extremely “involute” smartphone market has left the gaming mobile phone’s survival space long ago. In particular, under the reality that there will be no “special version for gaming phones” in upstream chips, gaming phone brands that cannot form fundamental differences in hardware must also think carefully about how to proceed in the future. And the Metaverse may be a good way out for game phones.

However, the path of the metaverse is not as easy as imagined. At present, Black Shark Technology is recruiting VR/AR optical design experts, VR image algorithm engineers and other technical personnel in the field of enhanced implementation. Compared with Pico, a subsidiary of Byte, and Goertek, which manufactures Oculus, other competitors have already entered the market. Black Shark, which is a gaming phone, still needs to start from scratch with basic technologies such as VR/AR product optical module design. Start. There is still a long way to go before Black Shark and Tencent if they want to catch up technically.

At last

The existing metaverse is still in chaos, and what will happen in the future is just an unknown.

Virtual reality may seem close, but it’s actually very far away. As the famous science fiction writer Liu Cixin said: “There are two paths in front of human beings. One is outward, leading to the sea of ​​stars; the other is inward, leading to virtual reality.” Until there is a fundamental breakthrough in technology, the Metaverse will remain just a piece of “virtual reality.”It’s just that whoever gets ready first may be able to lead a new era.

Opportunities are equal for everyone, who can seize it, and see the future.

Posted by:CoinYuppie,Reprinted with attribution to:https://coinyuppie.com/tencents-acquisition-of-black-shark-to-open-the-metaverse-era-of-gaming-mobile-phones/
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