原神之后,米哈游元宇宙将再次火爆全球?

蜂巢TechPublicado a 2023-01-18Actualizado a 2023-01-18

Resumen

今年1月,米哈游总算透露了点与它主业沾边的老话题:元宇宙。那么,在全球造势的HoYoverse创立了快半年,它的虚拟世界进展如何了?

手机游戏《原神》的开发商米哈游最近又上了一次热搜。

虽然该公司“2022年年终奖为108薪”的网络传言被官方辟谣,但这家游戏公司的收入仍然惊人。Sensor Tower移动应用情报数据显示,2022年12月,仅《原神》就为米哈游创造了近1.9亿美元的收入,仅次于腾讯《王者荣耀》的2亿美元收入,位列第二。

“有钱”是游戏圈对米哈游的印象之一,这一部分来自于它的吸金能力,另一部分也缘于它最近两年越来越出圈的投资标的。从2021年开始,这家游戏公司先后因投资脑机接口、商用核聚变、商业火箭项目而登上热搜,游戏迷们也很迷:米哈游到底要干啥?

今年1月,米哈游总算透露了点与它主业沾边的老话题:元宇宙。以上海市人大代表身份参加上海“两会”时,米哈游总裁刘伟对媒体表示,希望在2030年打造出10亿人愿意生活在其中的虚拟世界。

但从海内外的进展看,米哈游元宇宙对外仅有个招牌,海外新品牌只搭建了聚合现有产品的网站,而国内流传了2年的“崩坏神域”世界仍是个传说。

借元宇宙噱头全球化‍‍

相较BAT这样的中国互联网科技巨头,以游戏起家的米哈游可以说是最可“元”的那类公司。

无论是国内还是国外,有一种共识性的观点认为,游戏是元宇宙的最佳入口。这不仅是因为游戏已经以虚拟空间的形式渗透到了人们、特别是年轻人的生活中,更重要的是,游戏开始利用VR/AR、AI、区块链等多种技术,实现3D沉浸感、全球跨平台、数字资产沉淀和共创IP内容等体验。

在元宇宙赛道,米哈游有天然优势。这家在2011年创办的公司早早打造出“崩坏系列”IP,以一系列国漫风的手游及内容周边崭露头角,差点挺进A股。2020年,米哈游成功发行的开放世界冒险游戏 《原神》,不仅将它送上了与腾讯、网易齐名的游戏厂牌序列,也将它推入全球游戏市场。

米哈游当然也看到了元宇宙的风口,它已经创立了连国际科技媒体都关注到的元宇宙新品牌——HoYoverse。去年2月,米哈游公告表示,HoYoverse的使命是“创造一个以内容为导向的广泛虚拟世界”,将为玩家融合游戏、动漫和其他多种娱乐类型。7月,HoYoverse在新加坡设立总部。

消息刚出来时,米哈游的粉丝们以为“崩坏神域”要来了——那是从2020年开始就流传于内外部的传说,当时,大家以为这是一款比《原神》更开放的游戏,后来逐渐被期待为“全球10亿人愿意生活在其中的虚拟世界”。

米哈游要元宇宙了,那么,在全球造势的HoYoverse创立了快半年,它的虚拟世界进展如何了?

HoYoverse如同米哈游的海外官网‍

从官网看,HoYoverse几乎是米哈游的海外站,装满了该公司产出的游戏及周边产品的信息:“崩坏系列”的新版本上线了,其他游戏IP在搞活动,《原神》发了新动画片……“米粉”们期待的虚拟世界似乎仍存在于一个个独立的游戏里。

目前,HoYoverse更像是米哈游的全球化基站,它以在海外更流行的“元宇宙”概念为噱头,吸引市场注意力,扩大它在内容制作、技术研究和出版业务的版图。该品牌号称要为“全球玩家”打造虚拟世界体验,除了新加坡,它还在蒙特利尔、洛杉矶、东京、首尔等地区设了办事处,同时以英语为展示招聘高级算法、数据、软件安全等岗位的工程师,但工作内容仍以游戏开发为主。

1月6日,参加上海“两会”的刘伟说,那个“10亿人愿意生活在其中的虚拟世界”希望在“2030年打造出来”。催更“崩坏神域”的人只能再等7年。一些网络小说里,有作者在写“崩坏神域”的故事,虚构的发布时间都设定到了2087年,米哈游公司也被内涵为“马哈鱼”,足见粉丝难耐的情绪。

虚拟世界还是科幻空想?

Flag立下了,时间周期也给到了。作为一家游戏公司,米哈游是否具备打造能容纳10亿人生活的虚拟世界之能力?这就要看它的人、财够不够,资源都布局到了哪里。

米哈游是有钱的,尽管2018年冲击A股失败,但据当时的招股书显示,2017年年度上半年,其营收为5.87亿元,净利润4.47亿元;2016年全年营收4.24亿元,净利润2.72亿元。从成立到递交招股书,米哈游的收入逐年上升。

4年后的米哈游更是突飞猛进。SensorTower的统计数据显示,自2020年9月推出以来,仅《原神》移动端就累计超过40亿美元(折合280多亿元)收入;单2022年12月,《原神》就为米哈游创造了近1.9亿美元(约超13亿元)的收入。米哈游成功与腾讯、网易站在了国内游戏厂商的头部梯队。

米哈游官网显示,公司员工已达到5000人。4年前,这个数字是308人。

有钱有人,米哈游将近10年都一直在游戏相关的赛道里布局,包括它所拥有的资本在内,绝大多数都投入到了游戏开发、二次元内容IP及线上线下的衍生品产出平台上。

米哈游的投资布局出现了脑机、可控核聚变‍‍‍‍‍‍‍

但到了2021年,这家游戏公司不走寻常路了,先后投了“上海交通大学附属瑞金医院脑病中心”、“能量奇点”、“东方空间”三个标的,分别是开发脑机接口技术和临床应用的医院、研制可控核聚变的商业发电解决方案提供商以及造过火箭的商业航天公司。

米哈游的这些投资让外界颇感意外,用户群体多因不解意图而调侃其“人傻钱多”,也有粉丝认为它“脑洞大”要效仿《黑客帝国》造Matrix矩阵,另有媒体解读它在为未来的沉浸式元宇宙提前投入。而在主流游戏厂商、社交应用商广泛布局的VR/AR硬件上,几乎没看到米哈游的身影。

从米哈游现有的游戏业态看,加上硬件,改造社交和支付系统,利用已经投资的内容创作平台,就能让它的全球6000多万用户直接进入到元宇宙初阶版。复旦大学大数据研究院教授、元宇宙与虚实交互联合研究院院长赵星甚至认为,眼下最火的游戏《原神》已经具备为互联网时代玩家提供高自由度、沉浸感和文化教育功能的良好基础,可以去探索“以教育功能为核心”的游戏元宇宙平台。

但从投资布局维度看,米哈游又超越了许多,甚至“科幻”起来。有粉丝直言,“脑机接口,商用核聚变,现在还要搞元宇宙,不如先搞原神NFT,这个比较现实。”

刘伟倒是也认同“元宇宙初期论”,在这条赛道上,他将米哈游所处的时期定位为“尚在底层技术积累阶段”。“10亿人愿意生活在其中的虚拟空间”是米哈游“技术宅拯救世界”的长远之志。但眼下,刘伟说了,要先去参与全球竞争。

或许,《原神》给了米哈游对标海外大厂的自信,连国内厂商都不是它的目标了。而“米粉”的心声是:崩坏神域搞快点。米哈游身后,IP单一的短尾再次若隐若现。‍‍‍‍‍‍‍‍‍

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