Escape From Uncanny Valley: The Quest for VR's Killer App

| 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

2
Copyright © 2016 SuperData Research. All rights reserved. | www.superdataresearch.com

4
| Playable media & games market research| Playable media & games market research
Stephanie Llamas
@StephiNaners
Director, Research and Insights
Head of VR/AR Strategy

5
February 2015

6
February 2015 January 2016

7
For the full report, visit
www.superdataresearch.com

8
Report title, Month Year | Copyright © 2015 SuperData Research. All rights reserved. | www.superdataresearch.com

9
VIRTUAL REALITY
INDUSTRY
LANDSCAPE

10

11
$2.9B2016E VIRTUAL REALITY REVENUE

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

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

25%
50%
75%
100%
1960 1970 1980 1990 2000 2010 2020E
MAJOR U.S. TECHNOLOGY ADOPTION RATES BY HOUSEHOLD
VR

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

17
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

18
HTC Vive
Oculus Rift
PlayStation VR
Samsung Gear VR
0 1000000 2000000 3000000 4000000
3.5M
2.6M
0.7M
0.4M
•PRODUCTION CANNOT KEEP UP WITH DEMAND

19
HTC Vive
Oculus Rift
PlayStation VR
Samsung Gear VR
0 1000000 2000000 3000000 4000000
3.5M
2.6M
0.7M
0.4M
•BACKORDER UNTIL MAY-AUGUST

20
HTC Vive
Oculus Rift
PlayStation VR
Samsung Gear VR
0 1000000 2000000 3000000 4000000
3.5M
2.6M
0.7M
0.4M
•BACKORDER UNTIL MAY-AUGUST
•GOOD FOR VR IN THE LONG-RUN

21
VR and the Next Killer App, April 2016 | Copyright © 2016 SuperData Research. All rights reserved. | www.superdataresearch.com
EXPERIENCE IT

22
WATCH IT

23
ADOPT IT

24
52%
AMERICANS
WITH NO
INTEREST IN OR
KNOWLEDGE OF
VR

25
52%
AMERICANS
WITH NO
INTEREST IN OR
KNOWLEDGE OF
VR
35-44
45-54
55-64
64+ 62%
60%
58%
55%

26
AVERAGE AGE
39
EARLY ADOPTERS IN THE US

27
AVERAGE AGE
39
INTENT TO SPEND
$379

28
AVERAGE AGE
39
INTENT TO SPEND
$379
INTENT TO USE
5Days per week

$5B
$10B
$15B
$20B
$25B
2016E 2017E 2018E 2019E 2020E
REVENUE BY PRODUCT
SUM TOTALS OF PC, CONSOLE AND MOBILE
29
SOFTWARE
HARDWARE

$5B
$10B
$15B
$20B
$25B
2016E 2017E 2018E 2019E 2020E
30
REVENUE BY PRODUCT
SUM TOTALS OF PC, CONSOLE AND MOBILE
SOFTWARE
HARDWARE
$12B

31
TOP
VR DEVELOPMENTTOOLS

•GEAR VR
•HTC VIVE
•OCULUS RIFT
•PLAYSTATION VR
COST:
5% OF GROSS REVENUE IF 3,000+
PER QUARTER
32
TOP
VR DEVELOPMENTTOOLS
PLATFORMS:

•GEAR VR
•HTC VIVE
•OCULUS RIFT
•PLAYSTATION VR
COST:
PER QUARTER
33
TOP
VR DEVELOPMENTTOOLS
PLATFORMS:
COST:
PAY WHAT YOU WANT;
CRYTEK SELLS ITEMS IN ASSET STORE
•HTC VIVE
•OCULUS RIFT
•PLAYSTATION
VR
PLATFORMS:

•GEAR VR
•GOOGLE
CARDBOARD
•HTC VIVE
•HOLOLENS
•OCULUS RIFT
•PLAYSTATION
VR
•GEAR VR
•HTC VIVE
•OCULUS RIFT
•PLAYSTATION VR
COST:
PER QUARTER
34
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:

22%
78%
Other
2016E
Worldwide VR
software revenue
$0.5B
Games
35
SOFTWARE
CATEGORIES:
• PLAY
• MEDIA
• SOCIAL
• COMMERCE
• INNOVATION
• EXPLORATION

Other
Social
Entertainment
& Media
Games
11%
14%
28%
2020E
WORLDWIDE VR
SOFTWARE REVENUE
$24.2B
22%
78%
Other
2016E
Worldwide VR
software revenue
$0.5B
Games
36
45%

37
GREAT SOFTWARE FOR VR MEANS…

38
IMMERSION

39
CONNECTION

40
PRESENCE

Escape From Uncanny Valley: The Quest for VR's Killer App

Recommended

Recommended

More Related Content

Viewers also liked

Viewers also liked (17)

Recently uploaded

Recently uploaded (20)

Escape From Uncanny Valley: The Quest for VR's Killer App