2022 Qatar World Cup kicked off, and domestic enthusiasm for watching the game is high.
Central Radio and Television Station issued a statement on World Cup copyright protection, Douyin , Shanghai Five Star Sports Channel, Guangdong Sports Channel, Guangzhou Nanguo Metropolitan Channel and Guangzhou Competition Channel have been authorized by the General Channel.
It is reported that in order to obtain the broadcast rights of the 2022 Qatar World Cup, China Mobile's two domestic live broadcast giants, Migu and Douyin, spent more than 1 billion yuan.
It is worth mentioning that China Mobile (00941.HK) (600941.SH) and Douyin both empower the broadcast of this World Cup with metaverse technology, launching the Qatar experience that allows viewers to be immersive, which will help promote and popularize VR and other related devices, and help the commercialization of Metronomical Universe .
Open Source Securities believes that based on the continuous advancement of Metaverse in application scenarios (VR World Cup), it continues to recommend paying attention to the progress of Metaverse commercialization, and increasing the layout around tracks such as digital people, virtual scenes, AIGC and XR (VR/AR/MR) that are being implemented faster, and we will focus on recommending Mango Super Media (300413.SZ), Zhaoxun Media(301102.SZ), and the beneficiaries include Dafeng Industry (603081.SH), Visual China (000681.SZ), blue cursor (300058.SZ), Chinese Online (300364.SZ), Kaiying Network (002517. SZ), Zhongshe Games (00302.HK), etc.
Meta Universe Empowerment Event Relay
In order to attract C-end traffic, China Mobile and Douyin use Meta Universe Empowerment in broadcasting World Cup events, aiming to enhance the experience of domestic fans watching the game.
Migu's official WeChat said that Migu launched the "Ledong Yuan Universe, Trendy World Cup" event, which allows domestic audiences to watch the World Cup in the Yuan Universe, realizing the dual interactive experience of watching football games on site and music appreciation.
In addition, there are virtual people, virtual concerts, immersive viewing, cloud games, etc., which also allow viewers to shop, order catering, and buy derivatives around the World Cup, as if they are in a Qatar scene in the metaverse.
Another broadcaster, Douyin, launched the "Watch the World Cup on PICO, is approaching" event.
It is reported that the PicoVR all-in-one machine on Douyin will launch the multi-person viewing function. Users can enter the Pico Video World Cup main venue, watch the live broadcast of the World Cup events through the ultra-clear giant screen, and invite friends to enter the room to chat and interact in real time, and enjoy a more immersive viewing experience.
At the same time, Pico will also launch peripheral columns such as "DOU Comes to the World Cup" and VR live and VR on-demand content related to the World Cup. Peter Moore, former CEO of Liverpool Club, said, "In the future, sports events are no longer pure 2D content, they will definitely be immersive and give people a more realistic experience. Secondly, on sports marketing , brands can also be ‘moved’ into the meta universe and guide users through immersive interaction."
Kaiyuan Securities believes that VR devices will bring users a new viewing experience. Considering the particularity of this World Cup being held in winter and the COVID-19 pandemic still spread in many places, watching the World Cup at home may become the first choice for most domestic fans. Pico VR watching the World Cup has a large potential demand, which may drive the sales of Pico 4 and fully popularize the meta-universe experience.
helps the meta-universe landing
The market generally believes that the meta-universe will most likely be the next stage of the Internet and the traffic environment of the new era. As one of the top major companies in China, ByteDance behind Migu and Douyin have both made achievements in the metaverse.
At the end of 2021, Liu Xin, general manager of China Mobile Migu Company, shared the MIGU evolution roadmap of Migu Yuan Universe at the 2021 China Mobile Global Partner Conference ; in 2022, Migu established the Migu Yuan Universe headquarters in Xiamen and planned to build the "Gulangyu Yuan Universe".
Relying on 5G and China Mobile's underlying technology, Migu's meta-universe journey layout is advanced. ByteDance is not much inferior in the metaverse.
In 2021, ByteDance acquired Pico (VR hardware provider) for US$1.5 billion, gaining an advantageous position in the VR hardware field. This year, the company successfully acquired Beijing BoPetic Technology, which focuses on two-dimensional virtual social networking and has related technologies such as virtual image and virtual character action driving.
Previously, the company was exposed to be developing the meta-universe social product "Pixsoul". The acquisition of virtual social may help the company gain another victory in the field of virtual people in addition to gaining VR advantages.
Some analysts believe that with the help of the popularity of this World Cup, Migu and ByteDance both launched a rich meta-universe experience for C-end users. In addition to helping the two companies obtain huge traffic, it will also help the commercialization of meta-universes such as VR, virtual people, and cloud games.
CICC said that there is still a lot of catalysis in the subsequent VR/metauniverse industry. In addition to the meta-universe experiences related to China Mobile Migu and ByteDance Pico, the VR field has also frequently appeared. For example, Pico's VR small gathering field, three-body/spirit cage and other heavy VR content will be gradually launched; next year, Sony PSVR2 (the first batch of 2 million units are available), Apple MR and Quest 3 will also attract a lot of attention from the outside world.
Author: Li Ying
