【前瞻分析】2025年全球及中国虚拟现实行业竞争及产品情况

Core Insights - The VR headset shipment in China for 2023 was only 463,000 units, representing a year-on-year decline of 57.9% due to high hardware prices and average user experience [1] - Meta continues to dominate the global VR hardware market with over 70% market share in 2023, while Microsoft and Google lead the VR software market [3] - The Chinese government has been actively promoting the VR industry through various policies since 2016, focusing on technological breakthroughs and integration with AI and 5G [4][5] Industry Overview - Major listed companies in the VR industry include GoerTek (002241), Kunlun Wanwei (300418), 37 Interactive Entertainment (002555), Perfect World (002624), Giant Network (002558), and Tom Cat (300459) [1] - The shipment of standalone VR headsets was 357,000 units, while tethered VR headsets accounted for 106,000 units in 2023 [1] Competitive Landscape - The global VR market is divided into hardware and software segments, with Meta leading in hardware and Microsoft and Google being key players in software development [3] - The software market is categorized into four main factions based on development focus: UI, OS, SDK, and 3D engines, with Microsoft and Google having a broader involvement across these areas [3] Policy Environment - The Chinese government has shown strong support for the VR industry, integrating it into national development plans and issuing multiple policy documents to encourage investment and technological advancement [4][5] - Key policies include promoting VR technology in cultural, tourism, and gaming sectors, as well as fostering collaboration with AI and 5G technologies [4][5]