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手機廠商啓動元宇宙佈局 蘋果、三星、華爲和小米都往哪投?
uSMART盈立智投 11-26 10:17

繼移動互聯網之後,被視爲“3D互聯網”的元宇宙成爲了科技巨頭搶奪新一輪流量的關鍵入口。目前,除了互聯網公司外,蘋果、三星、華爲以及小米等頭部手機公司也加速對這一領域的佈局。

有消息稱,蘋果 VR/AR 頭顯將於2022末到2023年初推出,隨後在2023年至2025年期間發佈 AR 智能眼鏡,而明年發佈的 iPhone 14將搭載與頭顯直連的 Wi-Fi6E 技術,通過無線高速傳輸數據實現“元宇宙”體驗。

國內手機廠商中,雖然討論氛圍較濃,但公開表示啓動元宇宙技術積累的目前只有小米。

但從專利的佈局來看,全球頭部手機廠商已經開始了技術的爭奪賽。

11月25日,第一財經記者從智慧芽獲悉,目前蘋果在元宇宙技術專利儲備領域擁有的授權發明專利達到1.8萬餘件,主要方向集中在顯示器、頭戴式、圖像傳感器、增強現實等領域。而三星緊隨其後,擁有授權發明專利1.3萬餘件,集中於無線通信系統、物聯網、智能服務、神經網絡等領域。

國內廠商方面,華爲在元宇宙領域的授權發明專利達到3800餘件,覆蓋人工智能、通信方法、神經網絡、圖像處理等領域,小米及其關聯公司的授權發明專利達到500餘件。此前,小米相關負責人表示,小米關注元宇宙周邊相關機會,在手機、視頻、顯示等方面都進行了相關投入以及相關準備。

智慧芽諮詢專家對記者表示,從技術上看,“元宇宙”可以被視作是一個綜合性的技術合集,囊括了人工智能、區塊鏈、電子遊戲、顯示技術、網絡及算力等諸多前沿技術。由於專利所對應的技術與其實際的應用場景不一定是一一對應的,因此上述數據主要是呈現各家企業適用於元宇宙領域的專利概貌。

“以虛擬現實爲代表的顯示技術,作爲元宇宙中虛擬世界和現實世界的連接口,在元宇宙技術發展中處於重要的地位。”上述專家對記者表示,四家企業也在虛擬現實領域佈局了一定量的專利。

具體來看,蘋果在虛擬現實技術領域的專利佈局覆蓋顯示器、頭戴式、虛擬對象、光學系統等,三星除了顯示裝置外,還佈局了傳感器、光電器件、無線通信系統。相較之下,華爲的專利集中在通信技術領域,並覆蓋數據傳輸、顯示器、預編碼矩陣等。

“小米目前的授權發明專利集中在虛擬現實眼鏡、位置信息、虛擬物體,也擁有顯示屏幕技術的儲備。”上述專家對記者表示,蘋果及其關聯公司共有6300餘件虛擬現實技術領域的專利申請,其中授權發明專利3000餘件,三星、華爲以及小米在授權發明專利上的數量分別爲2900、620以及130餘件。

蘋果CEO庫克曾表示,AR 技術和智能手機市場一樣大。“現在幾乎每個人都在使用智能手機。iPhone 不是針對特定人口、國家或垂直市場的產品,AR 市場也應該如此。”

國內的一家頭部廠商負責人對記者表示,目前供應鏈對於VR/AR頭顯設備的備貨熱情較爲積極,但能否真正帶動消費力依然有待觀察。

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