Text | VR Gyro Vivian
I only talked about the story for three years. I think this story should be for 20 years.
In the VR industry, fast-paced death is the norm. Even if there is a "sinking boat" on the side, he also wants to be the leader in the "thousands of sails." The ants who chose to withdraw from the five academies of the space science and technology as their CEOs, started business in 2014 and received a million US dollars in Series A financing in the same year. In 2015, they again won 300 million yuan in Series B financing. This may be the earliest large-scale financing in the domestic VR industry. It has increased the domestic VR financing by 30% for a time. Since then, VR hardware manufacturers have been arguing in the clamor of crowdfunding and financing.In June, at the booth of CES Asia Ants in Shanghai, the ants talked with the CEO and VR Gyro. From the story of whether the company can achieve break-even to the 300 million financing and then to the antigao follow-up plan, facing the big problem of the VR gyro, Yu Zheng is frank and logical. 300 million financing credited to 150 million hope to achieve break-even balance this year The current ant visual team has more than 130 people, of whom R & D personnel accounted for about 65%, sales staff accounted for 20%. Asked whether or not to achieve a break-even balance, Zhai Zheng said that at this stage it cannot. “We need to rely on 20% of our sales staff to sell things to earn the cost of 65% of people, but we still won't make it back. We hope to achieve break-even at the end of this year. In the future, as little as possible depends on financing and the capital side's blood transfusion.†Before Ant’s announcement announced that it had invested 300 million yuan, outside agencies could not confirm its financing amount and valuation, but it still caused enough curiosity. Take this opportunity to ask VR Gyro for this incident, he gave a detailed explanation. “Our premise is that we do not accept gambling. In the second half of 2015, we sought a lot of investors. We estimate that the development of this industry is a long-term issue, but people tend to overestimate short-term development and underestimate long-term development. But many Investors are very short-sighted, so it is difficult to contact. Finally found our investors, he is let go let us do it. And last year, down the whole year, we exceeded the expected sales of the investors completed. For the 300 million financing is fully credited, his answer is "that financing was divided into one billion and two hundred million, arrived in batches. At present the actual account of about 1.5 billion, the other amount will be divided as we need In simple terms, the investing party’s money is on them, they can use it, and now we have money on the account, so he’s not in a hurry, and we’re not in a hurry, so negotiation is done in batches. We’re not in a hurry. To get the money, the future will rely as little as possible on the financing and capital side of the blood. "But in VR, in 2017, relying on VR hardware to make money, facing huge challenges, VR hardware vendors are looking for a way out. Ant's vision is further opened to the market through the "Transformers" IP license. Acquired the "Transformers" IP license, but later IP does not have to rely on the "Transformers 5" will be released at the end of June craze, Antvision launched the "Transformers" limited edition customized second-generation VR helmets.
In terms of function, the ants view the second generation VR "Transformers" limited edition uses the original inside-out space positioning technology of the ant-view second-generation helmet. OLED dual screen design and liquid crystal light valve technology, screen resolution of 2160 * 1200, with a viewing angle of 110 degrees, comes with panoramic sound headphones and pupil distance adaptive function. The current ant VR "Transformers" custom version has landed on the Taobao crowdfunding platform, participating in crowdfunding can be more favorable purchase products. The walking position of this product (including a helmet, 2 controllers, a carpet) retails for 4599 yuan, sells 3799 yuan during crowdfunding; hand positioning (including 1 helmet, 2 controllers), retail The price is 3899 yuan and the crowdfunding price is 3199 yuan. In addition to cooperation on hardware, ant will also shoot VR video at the "Transformers 5" movie conference and premiere and set up a VR experience area for the audience to experience as an opportunity to market. Ruan Zheng itself is a fan of science fiction fans and Transformers. He knows the fans' mentality. "Transformers fans can buy Transformers at the same price as the original, and it is a welfare for them. The genuine authorized “Transformers†peripheral products are of collectable value for them. At the same time, we also collaborate on 4 IP games of the MechAssembly. The crowd of people like “Transformers†is very similar to the crowds who like mechs and sci-fi games. It is high, so they will like this product.†Of course, the process of winning the “Transformers†IP was never simple. After more than four months of long-term review, it was authorized, so far the “Transformers "IP is also the first time licensed to VR hardware companies. Asked whether it will cooperate with other IPs afterwards, Yu Zheng stated that this is mainly a traditional marketing method, first look at the effect. Moreover, IP only meets the needs of the previous promotion. If you want to make a popular product, you do not need IP, and the most important thing is to do a good job. This year's direction: abandon the VR box, the main PC sales are mainly B-side"This year will be the main PC, another similar one machine form will replace the previous mobile product line." While talking about the direction of this year, Takuya administration also mentioned the sales of ant-based devices. “The sales volume of PC-side equipment is tens of thousands of units, while the data of mobile-side VR boxes is nearly one million. 70% of the orders are from Lenovo, Hisense, and 360 customers, and each order is collaborated with them. Two thousand units on the PC side and 10,000 on the mobile side.†Although the sales of the mobile terminal are not too bad in the domestic branded VR equipment, the government has its own view. “We will not be mobile this year, even though we last year The sales volume is not bad, but many customers feel that the historical mission of the mobile has been completed.First of all, the VR box will not be able to fire, and secondly, the VR box experience will not reach the imagination level. This year we will switch the mobile terminal to become Similar to the one-piece machine but with a different form and a higher-end mobile version, this "mobile VR with a different form from the traditional one-piece machine" is currently preparing for mass production, and is expected to replace the mobile terminal as a new product line in the second half of this year. The biggest difference from the conventional ones in terms of form may be thinner and lighter to meet more usage scenarios. Of course, with the development of AR technology, Ant Vision does not rule out the possibility of adding AR technology on the existing basis. However, the current ant's more focus will still be on the PC side VR. It is expected that the ants will launch the third generation of helmets from June to July next year. “Each 2-3 months will launch some new batches of optimization and transformation, and iterate a new product every 2 years or so,†which is the speed in the government plan. The main products sold by Ants are the IMS II helmets, ANT VR cameras, ANTVR Cameras, and VR mobile glasses. The sales channels mainly include e-commerce, major customers, and customized customers in the industry. Overall, they are concentrated on the B-side. Channel Sales. When cooperating with B-side customers, the government has summarized three points that customers are concerned about: one is the ability to upgrade products; the second is the core technology, that is, the originality of the patent system and technology; the third is the brand awareness. , that is, not to drastically reduce the profitability of the price war to consume the brand. Positive response to a generation of products is not enough to chat. Yu Zheng repeatedly mentioned “iterationâ€. However, when the Ant Vision VR helmet was launched, he was controversial and could not achieve mass production. He also responded. “The generation of PC VR and the generation of cameras, we basically did not mass-produce, and only a few thousand units were finished. The state at the time was not good, and the effect we felt was normal. But in 2015, there is no brand in the VR market. We were the first to have a brand, and of course when we introduced the first generation of products, we had a variety of problems. After all, it was the early days of the company. The technical staff and customer resources were limited, so 2015 was not very smooth. We basically did not make any sound, and we were reflecting on iterating products.†By July 2016, Ant Vision released its second-generation VR helmet and returned to people's horizons again. Since then, Ant Vision has participated in ChinaJoy in 2016, released second-generation VR cameras in October, and also interspersed with the live broadcast of pepper VR and CCTV European Cup cooperation. According to the rumor, the sales of Antvision have steadily increased this year, but the increase is not significant. One of the reasons is the competition from peers, followed by the fact that the VR industry has become cold this year and is in a period of turmoil in the industry. “The turbulent period of the industry is the time to test the strength of the company. In 2014, we were talking about concepts. In 2015 and 2016 we were talking about products. In 2017 we are talking about business models. By 2018 we may return to new concepts because At that time, there will be new products coming out, doing the right things and doing things at the right time, don't care too much about the status of the industry, have your own plans, do it according to your own plans, at the right time To achieve our goal, our biggest goal now is sales, we must complete sales goals in order to complete the follow-up plan.†After VR industry ups and downs in recent years, jumped into the VR industry into three years Zhai Zheng seems to have seen a lot. “The VR industry is still a wasteland stage. I still have 20 years of stories to tell.†Facebook invested $2 billion in Facebook's acquisition of Oculus in 2012. As the fuse of the VR industry, many giants have successively laid out VR, and the VR in 2016 is going strong. No two. In 2014, politicians who entered the VR industry felt that the current VR industry is still in a stage of reclamation. “For us, we are still in a slash-and-burn abandonment era. We are still far away from the civilized world. Although we can see the direction, but there is no big road, we need to continue to explore and try. This land is full of weeds. Although there will be surprises, but still have to find a way to go.If the luck is good to find the way that is best, of course, on the road can not starve to death, do not want to eat a big meal, have to be on the roadside Take some wild fruits and eat it.†In 2014, Antwatch won a crowdfunding prize of US$260,000 with a VR helmet in Kickstarter in the United States, breaking the crowdfunding record of Kickstarter in China. It was announced in late 2015; The 300 million B round of financing was revealed at the beginning of 2016 as a scandal involving “squeezing employees and crowdfunding.†After six months of silence, the ants regarded the ant as the second generation VR helmet in July 2016 and responded to the “scandal†with “Ha haâ€. Along the way, the five-person startup team has now grown to a scale of more than 130 people. However, Zeng Zheng does not believe that he has achieved success. In his eyes, financing and listing are just secular successes. His ideal success is to finish the story.
"When I say OK, I can say so much. Even if it is a small thing, I think I have succeeded. But now I only talk about this story for 3 years. I think this story should be about 20 years."
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