Driven by the 5g concept, VR / AR has made a “comeback”, and the momentum of AR is more intense. At CES this year, 327 Ar + VR exhibitors and AR new products “blowout”.

This time, VR gyro interviewed Yu Hai, CEO of realmax, and talked about the development of AR optical technology, 5g ar application maturity and other topics from mass production, delivery and market trend.

At this stage, the AR supporting industry chain is becoming more and more mature, and immersive scenes are needed for super large viewable and thin ar glasses

Looking back last year, as domestic mobile phone manufacturers joined the war, the AR head display market showed a prosperous scene. According to rough statistics, nearly 40 AR & Mr products (including publicly announced prototype products) have been announced or listed from 2019 to now. Most of the forms are glasses. Among them, hololens 2, magic leap and realmax adopt the helmet ar all-in-one machine scheme in the market. Why?

Yu Hai believes that: “Ar products have different sounds from the moment they were born. I think this is an effective promotion for innovation. Now the industry uses synthetic video too much to prove the beauty of AR applications, so that the public is full of expectations for ar. how to meet the expectations of users? For this reason, realmax’s optical scheme adopts the freedom of immersive ar experience with super large viewing angle The curved off-axis double reflection optical system adopts mainstream chips to achieve large-scale mass production, combined with our own cloud platform layout to achieve better computing power and real-time rendering, which can meet the customers in education informatization, home entertainment, cultural exhibition hall and other scenes. Only in this way can we have deliverable products that can not skip tickets to our partners. “

So far, realmax has constantly challenged its height. In 2017, SDIC made a one-time strategic investment of 200 million yuan, becoming one of the few high-value financing in the industry. On CES in 2018, realmax released the first industrial smart glasses and realseer ar glasses, which won the topic of the report “China power on CES” on the national government network of Xinhua news agency; In 2019, realmax and web ar development platform were successfully released at CES, and won the award of “best ar hardware in 2019 consumer electronics exhibition” issued by Tom’s Guide.

Ar content ecology has not been established, and the value of future ar scenes cannot rely solely on synthetic video

Figure: carefully waiting for the “ar world” start command

Yu Hai said, “The main reason for our investment in the national investment is that it carries the national strategy of” Internet plus “and” big data “. In the process of transformation from the mobile Internet to the industrial Internet of things,” visualization, digitalization and scenario “are important carriers for creating value of the Internet of things. The commanding height of creating value. At this point, realmax is not just a hardware company, but in the whole process of industrial development, hardware is a necessary carrier and tool. Without a carrier that can intuitively collect and display the content of digital scenes, the whole value point can not be stimulated, understood, adopted and promoted. “

Ar content ecology has not been established, and the value of future ar scenes cannot rely solely on synthetic video

The off-axis double reflection optical system with large free-form surface can actually measure the horizontal viewing angle of 107 degrees, the vertical viewing angle of 53.2 degrees, and the diagonal viewing angle of 119 degrees. Single eye (the above is the third-party measurement report).

From a technical point of view, the development of large curved surface reflective optical technology has been very mature. This technology has good imaging effect and large field of view angle, which brings users a high immersion experience. Users can wear glasses. Representative products include realmax, Lenovo mirage AR, meta glass, in multiplayer ar games, theme parks There have been many successful cases in offline scenarios such as education and industrial training.

However, the cost of adopting this optical technology is that the volume of this product cannot be reduced to the shape and size of glasses. Why not adopt an optical scheme that can achieve the shape of glasses?

Yu Hai said: “At this stage, the whole ar hardware industry chain is not perfect, and key devices such as screens and optical modules have not reached large-scale production capacity. On the other hand, realmax has high standards and requirements for product quality. When we cooperate with domestic top OEM factories, we have very strict quality control against falling, heat dissipation and so on. Of course, we can also understand users’ demands in terms of volume, but Under such a hardware industry chain, we should constantly iterate new technologies sufficient for mass production after meeting the requirements of mass commerce. “

“In the future, AR must be in the form of glasses.”

“At present, the biggest bottleneck of AR technology is optics. If you don’t have a large enough immersive FOV for viewing angle, AR glasses are quite an unnatural screen, like cataracts blocking your eyes, which is very anti-human. That’s why AR can’t fall on the C-end at this stage. On the other hand, there are costs.”

Yu Hai continued “At present, the schemes of array optical waveguide and holographic optical waveguide have a series of problems, such as difficult manufacturing process, low yield, high cost and small field angle. The coaxial air guide scheme has relatively thick volume, low space utilization and small visibility. For the market, the professional tob field and tobtoc Entertainment scene should first provide users with a truly visual experience, Then let’s talk about its volume reduction and appearance optimization, which requires equipment iteration step by step and industrial chain upgrading again and again. “

Yu Hai is very optimistic about the application prospect of AR technology. He believes that “ar head display in the form of lightweight glasses with super large viewing angle will continue to iterate with the maturity of the industrial chain, and better immersive scenes will be realized in the 5g era.”

The AR content ecology has not yet established a cloud platform, which can effectively solve the current problem of lack of AR content

In addition to the development of AR equipment technology, the current ar content ecology is also in its infancy. Many insiders believe that the development of AR is largely limited by the scarcity of AR content. With the continuous deepening and utilization of 5g technology, the viewing form with 2D as the standard visual interface is ushering in change. 5g + cloud makes it possible for the limited local computing power of AR head display at this stage to have a 3D viewing experience with a large amount of environmental identification, spatial map and other information. Reviewing the trends of AR manufacturers this year, it is not difficult to find that major ar hardware manufacturers are developing and establishing their own ar content ecology.

The 5g cloud platforms “stage” and “venue” released by realmax on this ces are the first step for realmax to establish content ecological barriers.

“Stage” is for ordinary ar lovers. Users can design simple models and interactive ways to move 3D objects; “Venue” provides a broader creative space for advanced ar developers. Users can even connect AR with existing Internet of things devices in “venue”, so as to get a more three-dimensional and diversified virtual three-dimensional experience. At the same time, “venue” supports multi-person collaboration and interaction.

“At present, the AR ecosystem has not been established and the industrial chain is not perfect. In realmax’s view, can the cloud platform effectively solve the problem of lack of AR content? If you want to persuade developers to develop ar content, is it still only feasible at the B end?” VR gyro asked.

Yu Hai: “in order to effectively solve the current problem of lack of AR content, we must first have a low-cost and low threshold development platform. The real 5g cloud platform includes multiple systems such as basic capability, middle platform capability, management cloud platform and service cloud platform. At the same time, we should also consider the design of security structure system.” stage “and” venue ” If the above conditions are met, the requirements for users can be based on zero technology. Even if they do not understand the computer language, they can logically associate the rich models in the scene library through a very friendly user interface to create their own content simply and efficiently. At the same time, a general and easy-to-use platform is also needed for the landing application content of various industries Enrich and gather different ar resources, and then gather scattered content into focused channels, so as to realize the content ecology constructed according to application scenarios, and continuously expand and evolve. “

In Yu Hai’s opinion, at present, AR developers are more focused on the development of industrial applications. However, with the gradual popularization of AR terminals and the continuous maturity of technology, especially the multi-user interaction technology combined with 5g high-speed network, AR “killer” applications for individual consumers will soon appear and break out in a short time. “At present, developers can consider how to try and explore the multi person game scene or education scene. I believe that the popular C-end application will be born in our developers’ hands soon in the next time.”

From experience economy to consumption economy, AR needs to realize product iteration by improving scene value

Since the first half of 2019, large-scale ar startups have emerged, and many technology companies have also announced their involvement in the AR field, including Microsoft hololens 2, Google glass 2, Lenovo thinkreality A6, and AR glasses from apple, Facebook and Huawei

Yu Hai said: “such a large number of large-scale and large-scale companies have entered the industry, including oppo’s saying that they want to invest 50 billion in R & D. as insiders, we are very happy. In fact, whether Huawei, oppo or even Samsung and other technology enterprises, they are well aware that the next computing era will be rewritten.”

Of course, this still takes a long time.

“According to the preconditions for applying Moore’s law, how can the production cost, marginal cost and distribution cost be covered, and ensure high universality, link the content ecology, and ensure the landing of applications and scenes? None of them can do it in a short time. At present, the development of AR is still in the early stage. Take the 30-year mobile phone cycle, and AR has only started for 5 years , with the commercialization of 5g, the whole technology industry needs to set off a new round of value chain integration. We are very optimistic about the future. Although it is difficult, it has a bright future. “

At this stage, does the AR hardware have the conditions for consumer? Yu Hai believes that it depends on consumers’ sense of experience.

“The biggest harvest period of all exponential growth is at the end of the growth curve. The only goal to reach the C end is the growth in the past year = the total growth in the previous ten years. We are not confident that consumers can use AR as they like using mobile phones, but this must be the right way from experience economy to consumer economy. As a technology company, I The direction of our efforts is to improve the value of the scene, reduce the application threshold for developers, and feel the convenience and beauty brought by technology in the scene, which is the inevitable condition for consumers to finally pay the bill. “


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