2022年巨头元宇宙布局盘点,未来路在何方

巴比特Published on 2023-01-06Last updated on 2023-01-06

Abstract

回顾企业的元宇宙2022年布局动作,既是对企业战略布局的重新审视,也是把握元宇宙探索的脉搏。

2022年,我们几乎绕不开“元宇宙”这个话题,相比于2021年元宇宙的元年爆发,今年的元宇宙世界呈现分化的局面,部分企业在元宇宙浪潮中黯然退场,带来的元宇宙泡沫也淹没在技术和行业的发展变革之中,但仍有许多企业仍然在元宇宙之路上砥砺前行。

回顾企业的元宇宙2022年布局动作,既是对企业战略布局的重新审视,也是把握元宇宙探索的脉搏。

腾讯:社交驱动元宇宙

当微信已经融入到我们生活的方方面面,以为这就是我们社交的全部,谁又曾想到马化腾心中已经在悄然布局元宇宙的社交蓝图。

当人们还沉浸在2021年12月31日腾讯音乐推出的国内首个音乐嘉年华TMELAND跨年晚会,打开了人们通过数字身份探索音乐和互动的大门,2022年春节的“超级QQ”秀则颠覆了人们对传统QQ的认知。用户可以通过虚拟身份在虚拟空间进行社交,不可谓腾讯在QQ上实现的突破创新。

然而故事并没有结束,以社交为核心的腾讯并不满足现状,在2022年6月腾讯光子提出打造“光子宇宙”平台的品牌目标,启用全新海外品牌名称“LIGHTSPEEDSTUDIOS”,并发布旗下“光子映像”与“光子探索实验室”两大子品牌。这一动作被认为是腾讯在动画、影视和剧集方面的探索。

如果说前面的动作是公司围绕自身业务在进行加强和拓展,是对元宇宙的小试牛刀,那可真的低估腾讯的元宇宙的雄心了。

2022年6月,腾讯专门成立了“扩展现实”部门,从组织形式上正式将赌注押在虚拟世界中;

2022年9月,腾讯官方发布了《全真互联网白皮书》,明确了自身对元宇宙的看法和未来发展路径;

2022年12月,腾讯宣布支持支持元宇宙平台Metalife,并在微信官方团队开放社区发布公告即将上线XR微信小程序。

可以看出,2022年的腾讯仍然坚守着社交大本营,然后将元宇宙与社交场景结合起来,实现元宇宙的生态布局。

百度:技术驱动元宇宙

如果说腾讯是在社交方向切入元宇宙,那么李彦宏率领的百度军团则在自己最擅长的技术应用上玩出了新花样。

2022年1月,百度旗下区块链品牌百度超级链宣布上线首个数字藏品平台,得益于公司背后推出的百度超级链XuperChain,这是百度自主研发的区块链技术。

2022年2月,百度正式发布了AI数字人希加加,希加加的精度极高,从发梢到毛孔都清晰可见。这是百度背后的人脸识别和AI技术。

2022年3月,金典、领克、一汽奔腾、蓝色光标等知名企业与百度达成合作,在百度2021年开发的“希壤”平台进行宣传营销。这是百度背后的智能云为代表的技术。

2022年4月,由 intel、百度希壤联合打造的“intel 科技体验中心”正式登陆百度希壤元宇宙平台,探索元宇宙科技数字展馆创新模式。这是百度背后的智能云为代表的技术。

2022年7月,百度世界2022大会上,官方发布了聚焦电商直播、品牌营销、互动娱乐等领域的百度智能云数字人直播平台。这是百度背后的智能云为代表的技术。

2022年12月,国家大剧院联手百度智能云曦灵 打造虚拟员工“Art鹅”。 这是百度背后的智能云为代表的技术。

百度的各种技术并非一朝一夕形成,从2010年开始,百度就开始持续布局AI技术,2018年推出“云+AI”战略,推动百度智能云实现“云智一体”。也正因为百度的智能云平台,在2022年许多场景都能看到它的影子。

阿里:消费驱动元宇宙

从传统的线下消费购物到线上和线下结合的购物消费,再到现在的元宇宙虚拟场景消费,阿里的发展见证了消费路径的变化。而在元宇宙中,阿里也紧紧围绕消费购物进行元宇宙布局。

阿里构建消费入口。2022年3月,公司牵头向国内知名消费级AR眼镜制造商Nreal宣布完成6000万美金(约3.8亿元)C+轮融资,完善进入元宇宙的入口。

阿里布局消费营销。2022 年 4 月,淘宝公布 2022 年直播营销三大方向,其中虚拟主播和 3D 场景成为平台的新驱动力。

阿里布局消费虚拟资产。2022年8月,淘宝中国(阿里资产)平台将正式上线“新文旅频道”, 依托淘宝(中国)软件有限公司旗下的阿里资产平台,搭建的集“新文旅数字”藏品交易和VR、AR藏品交易为一体的全新数字文旅资产交易频道。

阿里布局虚拟场景。2022年双十一期间,淘宝元宇宙以“未来城”之名出现在了淘宝App上,人们可以直接在这里换装试衣,体验3D购物;2022年12月,淘宝计划推出首个元宇宙直播间,有望在春节前上映。

商业生意,离不开“人货场”这一促成供需交易的要素结构。生意的进化,就是“人货场”的重塑与迭代。阿里紧跟时代发展趋势,实现消费者在元宇宙中的沉浸感。

字节跳动:全面出击元宇宙

BAT的元宇宙大战如火如荼,后来居上的字节跳动也不甘示弱,在面临业绩和DAU增速双双放缓的情景下,字节跳动的布局更像一匹“饿狼”呈现进行姿态。

2022年1月,公司上线社交APP派对岛,叫板百度的希壤平台,提供虚拟形象、社交等一列功能,字节与百度的无声战场已经悄然打响。

2022年3月,字节跳动游戏自研团队朝夕光年内部一直在进行 VR 相关内容的开发。今年以来,字节不仅斥资 1 亿人民币投资主打元宇宙概念游戏公司代码乾坤,还花 40 亿美金收购了游戏公司沐瞳科技,在游戏领域与腾讯一较高下。

2022年6月,字节跳动收购北京波粒子科技有限公司,开始涉足二次元虚拟社交;字节跳动旗下的虚拟偶像女团A-Soul也正式入驻了Pico平台,在6月17日晚间举办了首场VR夜谈。并在6月23日上线了Pico好友功能,进一步提升了社交属性。开始侵入腾讯的社交领地。

2022年9月,PICO发布升级换代产品PICO 4 VR一体机,在过去的2022年PICO系列的产品一直牢牢把握国内市占率头把交易,在元宇宙入口方面领先竞争对手。

2022年12月,字节跳动游戏业务朝夕光年调整了组织架构,原国内和国外发行工作室合并为一个新工作室:ONE Publishing Studio,彰显公司进军海外市场的决心。

可以说,字节跳动的元宇宙动作是多方面的,正所谓当活不下去的时候,全力出击是最好的选择。字节跳动在社交、游戏、元宇宙入口等方面不断尝试,寻找适合自己的发展之路。

总结

2022年的元宇宙竞争越发激烈,不论是BAT还是字节跳动,各自的元宇宙布局都是基于自身的业务体系进行拓展和延伸,把握元宇宙的关键要素:入口、场景和内容。腾讯以社区为切入口,百度以技术为切入口,阿里以消费为切入口,字节则是全面出击。是否可以得出这个结论:只有找到自身业务与元宇宙的契合点,才能搭上元宇宙发展的快车道?你认为呢?

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