优惠论坛
Well123
注册
找回密码 |
天策评选的优秀公司,所有会员与公司发生的问题我们将负责尽力协助处理。
收起/展开
新晋公司
 

新晋公司具有驻站代表,并不在论坛纠纷服务范围内,请会员自行判断选择

  • 356
S级信誉公司
ManBetX万博
YZ
12BET
乐天堂
乐投
188金宝博
E世博
A级信誉公司
吉祥坊
星宝合营
乐动体育
B级信誉公司
bet365
C级合作公司
CMP
金星
LOKI
平博
  • 推荐主题
  • 热门活动
  • 币圈快讯
  • 商城动态
重要通知
 
天策搜索
论坛搜索
              搜索
Array ( [fid] => 6980 [description] => [password] => [icon] => [redirect] => [attachextensions] => [creditspolicy] => Array ( [post] => Array ( [usecustom] => 1 [cycletype] => 1 [cycletime] => 0 [rewardnum] => 75 [extcredits1] => 0 [extcredits2] => 0 [extcredits3] => 0 [extcredits4] => 0 [extcredits5] => 0 [extcredits6] => 0 [extcredits7] => 0 [extcredits8] => 0 [rid] => 1 [fid] => 6980 [rulename] => 发表主题 [action] => post [fids] => 32,52,67,447,1120,1151,1156,6750,6762,6763,6766,6769,6772,6773,6787,6796,6808,6809,6810,6813,6814,6820,6829,6830,6846,6856,6864,6865,6827,6930,6931,6776,6858,6880,6764,6932,6871,6758,6905,1116,6788,6812,6798,6736,6759,6842,6966,6767,6828,6924,6935,6936,6938,6940,6941,6826,6909,6803,6919,6911,6908,6881,6920,6912,6913,6921,6925,6922,6789,6818,6819,6872,6928,6969,6889,6888,6917,6939,6947,6961,6937,6943,6970,6869,6900,6902,6783,6817,1111,6870,6821,6951,6876,6952,6954,6960,6942,6910,6949,6962,6963,6964,6927,6926,6973,6728,6929,6874,6894,6896,6885,6857,6868,1113,6778,56,6844,6878,6802,6933,6811,6923,6877,6875,6918,6892,6757,6832,6833,6795,6793,6848,6837,6849,6850,6851,6852,6853,6854,6863,6882,6836,6790,6838,6794,6791,6873,555,6895,6934,6958,6944,6945,6907,6779,6886,6950,6904,6956,6862,6957,6855,6955,6959,6914,6965,6971,6972,6953,6975,6976,6799,6974,6824,6815,6891,6866,6979,6977,6765,6903,6948,6845,6879,1121,6980 ) [reply] => Array ( [usecustom] => 1 [cycletype] => 4 [cycletime] => 0 [rewardnum] => 0 [extcredits1] => 0 [extcredits2] => 0 [extcredits3] => 0 [extcredits4] => 0 [extcredits5] => 0 [extcredits6] => 0 [extcredits7] => 0 [extcredits8] => 0 [rid] => 2 [fid] => 6980 [rulename] => 发表回复 [action] => reply ) [digest] => Array ( [usecustom] => 1 [cycletype] => 4 [cycletime] => 0 [rewardnum] => 0 [extcredits1] => 0 [extcredits2] => 0 [extcredits3] => 0 [extcredits4] => 0 [extcredits5] => 0 [extcredits6] => 0 [extcredits7] => 0 [extcredits8] => 0 [rid] => 3 [fid] => 6980 [rulename] => 加精华 [action] => digest ) ) [formulaperm] => a:5:{i:0;s:0:"";i:1;s:0:"";s:7:"message";s:0:"";s:5:"medal";N;s:5:"users";s:0:"";} [moderators] => [rules] => [threadtypes] => Array ( [status] => 1 [required] => 0 [listable] => 0 [types] => Array ( ) ) [threadsorts] => Array ( ) [viewperm] => [postperm] => [replyperm] => [getattachperm] => [postattachperm] => [postimageperm] => [spviewperm] => [seotitle] => [keywords] => [seodescription] => [supe_pushsetting] => [modrecommend] => Array ( [open] => 0 [num] => 10 [imagenum] => 0 [imagewidth] => 300 [imageheight] => 250 [maxlength] => 0 [cachelife] => 0 [dateline] => 0 ) [threadplugin] => Array ( ) [replybg] => [extra] => a:2:{s:9:"namecolor";s:0:"";s:9:"iconwidth";s:0:"";} [jointype] => 0 [gviewperm] => 0 [membernum] => 0 [dateline] => 0 [lastupdate] => 0 [activity] => 0 [founderuid] => 0 [foundername] => [banner] => [groupnum] => 0 [commentitem] => [relatedgroup] => [picstyle] => 0 [widthauto] => 0 [noantitheft] => 0 [noforumhidewater] => 0 [noforumrecommend] => 0 [livetid] => 0 [price] => 0 [fup] => 6974 [type] => sub [name] => 币圈资讯 [status] => 1 [displayorder] => 0 [styleid] => 0 [threads] => 50922 [posts] => 50990 [todayposts] => 0 [yesterdayposts] => 0 [rank] => 60 [oldrank] => 61 [lastpost] => 2688723 美国2024年大选已花费147亿美元,或为史上最贵 1730688420 比推快讯 [domain] => [allowsmilies] => 1 [allowhtml] => 1 [allowbbcode] => 1 [allowimgcode] => 1 [allowmediacode] => 0 [allowanonymous] => 0 [allowpostspecial] => 1 [allowspecialonly] => 0 [allowappend] => 0 [alloweditrules] => 0 [allowfeed] => 0 [allowside] => 0 [recyclebin] => 1 [modnewposts] => 0 [jammer] => 0 [disablewatermark] => 0 [inheritedmod] => 0 [autoclose] => 0 [forumcolumns] => 0 [catforumcolumns] => 0 [threadcaches] => 0 [alloweditpost] => 1 [simple] => 16 [modworks] => 0 [allowglobalstick] => 1 [level] => 0 [commoncredits] => 0 [archive] => 0 [recommend] => 0 [favtimes] => 0 [sharetimes] => 0 [disablethumb] => 0 [disablecollect] => 0 [ismoderator] => 0 [threadtableid] => 0 [allowreply] => [allowpost] => [allowpostattach] => )
打印 上一主题 下一主题
Meta掉队 「果链」摔倒 元宇宙是蜜糖还是毒药?
[复制链接]
avatar
跳转到指定楼层
1#

Meta元宇宙的“梦醒时分”来得有些突然。

6月22日,天风国际证券分析师郭明錤在推特上表示,Meta的元宇宙硬件头戴设备业务放缓,出货量预测下调40%,同时推迟了2024年之后的所有新耳机/AR/MR硬件项目。

06a4f2876a28b1a8d2f660cc7baa1d94

来源:郭明錤推特

当天Meta股价稳定,未受言论影响,仅微跌0.76%,但传导至消费电子产业链的连锁效应却引发市场哀嚎一片,歌尔股份应声跌停,立讯精密也跌超5%。

虽然郭明錤当日晚些时候将出货量下修的预测调整为25%-35%,歌尔也做了辟谣,称公司经营、合作正常,但公司股价在23日继续下跌4.4%。

在一轮科技周期行至尽头之时,Meta、苹果等头部厂商带来爆发节点仍充满未知。新周期的红利到来之前,诸如“Oculus减产、歌尔跌倒”的场景只会不断上演。

01 Oculus怎么了

2016年到2018年间的第一次VR热潮褪去后,2020年9月发布的Oculus Quest 2几乎以一己之力改变了VR硬件保有量不足的市场情况。

Quest 2 定价299美元,初衷是在同配置产品中,以超高性价比来抢占市场份额。疫情推波助澜下,Quest 2 在去年年底销量成功突破扎克伯格口中的“奇点”——1000万台。这一数字是上一代Quest的5倍。

此后一年,Meta在铺货速度和力度上火力全开,Oculus市场份额占到整体VR市场八成。

不过好景不长,Steam数据显示,进入今年以来,Oculus Quest 2 用户占比在今年1月从39%跃升至46%后,到今年5月仅上涨了2%,且4、5两月用户量持平,几乎没有增长。

6f2e648385774fe87c57c1eff53b6eb8

来源:Steam平台

与此同时,新品一再难产让Meta的VR硬件青黄不接。Meta公布的四大VR头显系列中,Cambria原计划去年年底推出,却因为供应链产能和研发进度的影响,预计延期至今年9月,而今年9月能否如期发布新品,如今也成了未知数。

据The Information报道,2022年以来,Meta不但放弃了构建全新的VR操作系统框架,而且其自研的处理器也不如高通XR 2处理器。

您需要登录后才可以回帖 登录 | 论坛注册

本版积分规则

:) :( :D :'( :@ :o
:P :$ ;P :L :Q :lol
:loveliness: :funk: :curse: :dizzy: :shutup: :sleepy:
:hug: :victory: :time: :kiss: :handshake: :call:
{:8_286:} {:8_287:} {:8_288:} {:8_289:}
{:8_290:} {:8_291:} {:8_292:} {:8_293:}
{:8_294:} {:8_295:} {:8_296:} {:8_297:}
{:8_298:} {:8_299:} {:8_300:} {:8_301:}
{:8_302:} {:8_303:} {:8_304:} {:8_305:}
{:8_306:} {:8_307:} {:8_308:} {:8_309:}
{:8_310:} {:8_311:} {:8_312:}
{:8_313:} {:8_314:} {:8_315:} {:8_316:}
{:8_317:} {:8_318:} {:8_319:} {:8_320:}
:) :( :D :'( :@ :o
:P :$ ;P :L :Q :lol
:loveliness: :funk: :curse: :dizzy: :shutup: :sleepy:
:hug: :victory: :time: :kiss: :handshake: :call:
:) :( :D :'( :@ :o
:P :$ ;P :L :Q :lol
:loveliness: :funk: :curse: :dizzy: :shutup: :sleepy:
:hug: :victory: :time: :kiss: :handshake: :call:
:hug: :victory:
:) :( :D :'( :@ :o
:P :$ ;P :L :Q :lol
:loveliness: :funk: :curse: :dizzy: :shutup: :sleepy:
:hug: :victory: :time: :kiss: :handshake: :call:
:hug: :victory: :time: :kiss: :handshake: :call:
:hug: :victory: :time: :kiss: :handshake: :call:
:hug: :victory: :time: :kiss: :handshake: :call:
:hug: :victory: :time: :kiss: :handshake: :call:
:hug: :victory: :time: :kiss: :handshake:
未有绑定记录
 


Powered by 天策论坛   © 2007-2024 天策论坛 | 小黑屋 | 手机|
1717 : 0