Escape From Uncanny Valley: The Quest for VR's Killer App1. | Playable media & games market research
Escape from Uncanny Valley
The Quest for VR’s Killer App
SVVR 2016
VR’s Killer App, SVVR 2016 | Copyright © 2016 SuperData Research. All rights reserved. | www.superdataresearch.com
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Stephanie Llamas
@StephiNaners
Director, Research and Insights
Head of VR/AR Strategy
VR’s Killer App, SVVR 2016 | Copyright © 2016 SuperData Research. All rights reserved. | www.superdataresearch.com
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February 2015
VR’s Killer App, SVVR 2016 | Copyright © 2016 SuperData Research. All rights reserved. | www.superdataresearch.com
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February 2015 January 2016
VR’s Killer App, SVVR 2016 | Copyright © 2016 SuperData Research. All rights reserved. | www.superdataresearch.com
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For the full report, visit
www.superdataresearch.com
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VR’s Killer App, SVVR 2016 | Copyright © 2016 SuperData Research. All rights reserved. | www.superdataresearch.com
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Report title, Month Year | Copyright © 2015 SuperData Research. All rights reserved. | www.superdataresearch.com
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VR’s Killer App, SVVR 2016 | Copyright © 2016 SuperData Research. All rights reserved. | www.superdataresearch.com
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$2.9B2016E VIRTUAL REALITY REVENUE
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VR’s Killer App, SVVR 2016 | Copyright © 2016 SuperData Research. All rights reserved. | www.superdataresearch.com
12. 2016E 2017E 2018E 2019E 2020E
$40.3B
$22.7B
$11.8B
$5.7B
$2.9B
12
WORLDWIDE VIRTUAL REALITY
REVENUE BY PLATFORM
SUM TOTALS OF HEADSETS, PERIPHERALS AND SOFTWARE
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VR’s Killer App, SVVR 2016 | Copyright © 2016 SuperData Research. All rights reserved. | www.superdataresearch.com
13. | Playable media & games market research
VR’s Killer App, SVVR 2016 | Copyright © 2016 SuperData Research. All rights reserved. | www.superdataresearch.com
14. 25%
50%
75%
100%
1960 1970 1980 1990 2000 2010 2020E
Color TV
VCR
PC
Internet
Cell phone
MAJOR U.S. TECHNOLOGY ADOPTION RATES BY HOUSEHOLD
| Playable media & games market research
VR’s Killer App, SVVR 2016 | Copyright © 2016 SuperData Research. All rights reserved. | www.superdataresearch.com
15. 25%
50%
75%
100%
1960 1970 1980 1990 2000 2010 2020E
MAJOR U.S. TECHNOLOGY ADOPTION RATES BY HOUSEHOLD
VR
| Playable media & games market research
VR’s Killer App, SVVR 2016 | Copyright © 2016 SuperData Research. All rights reserved. | www.superdataresearch.com
16. 25%
50%
75%
100%
1960 1970 1980 1990 2000 2010 2020E
VR
VR U.S. ADOPTION RATES BY HOUSEHOLD
5%
10%
15%
20%
2010
2011
2012
2013
2014
2015
2016E
2017E
2018E
2019E
2020E
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VR’s Killer App, SVVR 2016 | Copyright © 2016 SuperData Research. All rights reserved. | www.superdataresearch.com
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HTC Vive
Oculus Rift
PlayStation VR
Samsung Gear VR
0 1000000 2000000 3000000 4000000
3.5M
2.6M
0.7M
0.4M
WORLDWIDE VIRTUAL REALITY HEADSET SHIPMENTS, 2016E
VR’s Killer App, SVVR 2016 | Copyright © 2016 SuperData Research. All rights reserved. | www.superdataresearch.com
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HTC Vive
Oculus Rift
PlayStation VR
Samsung Gear VR
0 1000000 2000000 3000000 4000000
3.5M
2.6M
0.7M
0.4M
WORLDWIDE VIRTUAL REALITY HEADSET SHIPMENTS, 2016E
•PRODUCTION CANNOT KEEP UP WITH DEMAND
VR’s Killer App, SVVR 2016 | Copyright © 2016 SuperData Research. All rights reserved. | www.superdataresearch.com
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HTC Vive
Oculus Rift
PlayStation VR
Samsung Gear VR
0 1000000 2000000 3000000 4000000
3.5M
2.6M
0.7M
0.4M
WORLDWIDE VIRTUAL REALITY HEADSET SHIPMENTS, 2016E
•PRODUCTION CANNOT KEEP UP WITH DEMAND
•BACKORDER UNTIL MAY-AUGUST
VR’s Killer App, SVVR 2016 | Copyright © 2016 SuperData Research. All rights reserved. | www.superdataresearch.com
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HTC Vive
Oculus Rift
PlayStation VR
Samsung Gear VR
0 1000000 2000000 3000000 4000000
3.5M
2.6M
0.7M
0.4M
WORLDWIDE VIRTUAL REALITY HEADSET SHIPMENTS, 2016E
•PRODUCTION CANNOT KEEP UP WITH DEMAND
•BACKORDER UNTIL MAY-AUGUST
•GOOD FOR VR IN THE LONG-RUN
VR’s Killer App, SVVR 2016 | Copyright © 2016 SuperData Research. All rights reserved. | www.superdataresearch.com
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VR and the Next Killer App, April 2016 | Copyright © 2016 SuperData Research. All rights reserved. | www.superdataresearch.com
EXPERIENCE IT
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VR’s Killer App, SVVR 2016 | Copyright © 2016 SuperData Research. All rights reserved. | www.superdataresearch.com
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VR and the Next Killer App, April 2016 | Copyright © 2016 SuperData Research. All rights reserved. | www.superdataresearch.com
WATCH IT
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VR’s Killer App, SVVR 2016 | Copyright © 2016 SuperData Research. All rights reserved. | www.superdataresearch.com
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VR and the Next Killer App, April 2016 | Copyright © 2016 SuperData Research. All rights reserved. | www.superdataresearch.com
ADOPT IT
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VR’s Killer App, SVVR 2016 | Copyright © 2016 SuperData Research. All rights reserved. | www.superdataresearch.com
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VR and the Next Killer App, April 2016 | Copyright © 2016 SuperData Research. All rights reserved. | www.superdataresearch.com
52%
AMERICANS
WITH NO
INTEREST IN OR
KNOWLEDGE OF
VR
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VR and the Next Killer App, April 2016 | Copyright © 2016 SuperData Research. All rights reserved. | www.superdataresearch.com
52%
AMERICANS
WITH NO
INTEREST IN OR
KNOWLEDGE OF
VR
35-44
45-54
55-64
64+ 62%
60%
58%
55%
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VR’s Killer App, SVVR 2016 | Copyright © 2016 SuperData Research. All rights reserved. | www.superdataresearch.com
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AVERAGE AGE
39
EARLY ADOPTERS IN THE US
VR’s Killer App, SVVR 2016 | Copyright © 2016 SuperData Research. All rights reserved. | www.superdataresearch.com
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AVERAGE AGE
39
INTENT TO SPEND
$379
EARLY ADOPTERS IN THE US
VR’s Killer App, SVVR 2016 | Copyright © 2016 SuperData Research. All rights reserved. | www.superdataresearch.com
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AVERAGE AGE
39
INTENT TO SPEND
$379
INTENT TO USE
5Days per week
EARLY ADOPTERS IN THE US
VR’s Killer App, SVVR 2016 | Copyright © 2016 SuperData Research. All rights reserved. | www.superdataresearch.com
29. $5B
$10B
$15B
$20B
$25B
2016E 2017E 2018E 2019E 2020E
WORLDWIDE VIRTUAL REALITY
REVENUE BY PRODUCT
SUM TOTALS OF PC, CONSOLE AND MOBILE
29
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SOFTWARE
HARDWARE
VR’s Killer App, SVVR 2016 | Copyright © 2016 SuperData Research. All rights reserved. | www.superdataresearch.com
30. $5B
$10B
$15B
$20B
$25B
2016E 2017E 2018E 2019E 2020E
30
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WORLDWIDE VIRTUAL REALITY
REVENUE BY PRODUCT
SUM TOTALS OF PC, CONSOLE AND MOBILE
SOFTWARE
HARDWARE
$12B
VR’s Killer App, SVVR 2016 | Copyright © 2016 SuperData Research. All rights reserved. | www.superdataresearch.com
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TOP
VR DEVELOPMENTTOOLS
VR’s Killer App, SVVR 2016 | Copyright © 2016 SuperData Research. All rights reserved. | www.superdataresearch.com
32. •GEAR VR
•HTC VIVE
•OCULUS RIFT
•PLAYSTATION VR
COST:
5% OF GROSS REVENUE IF 3,000+
PER QUARTER
32
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TOP
VR DEVELOPMENTTOOLS
PLATFORMS:
VR’s Killer App, SVVR 2016 | Copyright © 2016 SuperData Research. All rights reserved. | www.superdataresearch.com
33. •GEAR VR
•HTC VIVE
•OCULUS RIFT
•PLAYSTATION VR
COST:
5% OF GROSS REVENUE IF 3,000+
PER QUARTER
33
| Playable media & games market research
TOP
VR DEVELOPMENTTOOLS
PLATFORMS:
COST:
PAY WHAT YOU WANT;
CRYTEK SELLS ITEMS IN ASSET STORE
•HTC VIVE
•OCULUS RIFT
•PLAYSTATION
VR
PLATFORMS:
VR’s Killer App, SVVR 2016 | Copyright © 2016 SuperData Research. All rights reserved. | www.superdataresearch.com
34. •GEAR VR
•GOOGLE
CARDBOARD
•HTC VIVE
•HOLOLENS
•OCULUS RIFT
•PLAYSTATION
VR
•GEAR VR
•HTC VIVE
•OCULUS RIFT
•PLAYSTATION VR
COST:
5% OF GROSS REVENUE IF 3,000+
PER QUARTER
34
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TOP
VR DEVELOPMENTTOOLS
PLATFORMS: PLATFORMS:
COST:
$75/MONTH OR $1,500/LICENSE;
FREE FOR DEVS WITH <$100K IN
ANNUAL REVENUE
COST:
PAY WHAT YOU WANT;
CRYTEK SELLS ITEMS IN ASSET STORE
•HTC VIVE
•OCULUS RIFT
•PLAYSTATION
VR
PLATFORMS:
VR’s Killer App, SVVR 2016 | Copyright © 2016 SuperData Research. All rights reserved. | www.superdataresearch.com
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GREAT SOFTWARE FOR VR MEANS…
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VR’s Killer App, SVVR 2016 | Copyright © 2016 SuperData Research. All rights reserved. | www.superdataresearch.com
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IMMERSION
VR and the Next Killer App, April 2016 | Copyright © 2016 SuperData Research. All rights reserved. | www.superdataresearch.com
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VR’s Killer App, SVVR 2016 | Copyright © 2016 SuperData Research. All rights reserved. | www.superdataresearch.com
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CONNECTION
VR and the Next Killer App, April 2016 | Copyright © 2016 SuperData Research. All rights reserved. | www.superdataresearch.com
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VR’s Killer App, SVVR 2016 | Copyright © 2016 SuperData Research. All rights reserved. | www.superdataresearch.com
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PRESENCE
VR and the Next Killer App, April 2016 | Copyright © 2016 SuperData Research. All rights reserved. | www.superdataresearch.com
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VR’s Killer App, SVVR 2016 | Copyright © 2016 SuperData Research. All rights reserved. | www.superdataresearch.com
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42VR’s Killer App, SVVR 2016 | Copyright © 2016 SuperData Research. All rights reserved. | www.superdataresearch.com
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