The Ministry of Industry and Information Technology and other five departments jointly released the "Virtual Reality and Industry Application Integration Development Action Plan (2022-2026)" (referred to as the "Action Plan") recently, proposing that by 2026, the overall scale of my country's virtual reality industry (including related hardware , software, applications, etc.) more than 350 billion yuan.

　　The "Action Plan" pointed out that virtual reality (including augmented reality and mixed reality) is an important frontier direction of the new generation of information technology and a major forward-looking field of the digital economy, and a strategic window period for industrial development has already formed.

　　The "Action Plan" also mentioned a clear goal. In 2026, my country's virtual reality terminal sales will exceed 25 million units. It is necessary to cultivate 100 backbone enterprises with strong innovation capabilities and industry influence, and create 10 regional influence and leading virtual reality. In the agglomeration area of ​​realistic ecological development, 10 industrial public service platforms have been built.

　　Hong Yanfei, director of the market ecological development department of the domestic AR company Liangfengtai, told Yicai that the "Action Plan" signal release is very clear, and it is mentioned that the industry has reached the window period, and then its market value will be released.

　　In addition, the "Action Plan" pointed out the direction of the integration of virtual and real. "When it comes to applying technology to the industry, it basically sets a tone. The important direction of the new generation of information technology is to integrate with the real industry." Hong Yanfei believes that , this time the Ministry of Industry and Information Technology jointly issued a document with other ministries and commissions, stating that this plan is not only about technology and communication, but also about the combination of technology and various industries.

　　The "Action Plan" was jointly issued by the Ministry of Industry and Information Technology, the Ministry of Education, the Ministry of Culture and Tourism, the State Administration of Radio and Television, and the State Sports General Administration.

At the same time, it is mentioned in the article that the qualified industries will be promoted to carry out large-scale application pilots, and breakthroughs will be achieved in key application fields of virtual reality such as industrial production, cultural tourism, integrated media, education and training, sports and health, business creativity, and smart cities.

　　Lin Qiong, founder of Intervision Technology, also told Yicai that this action plan provides directional guidance for the next step of the Metaverse, and repeatedly mentioned the integration of virtual and real, reflecting its importance.

But at the same time, most of the current lightweight head-mounted devices are a virtual screen projection function, and they do not have the SLAM interaction ability that AR glasses should have, and there is no effect of virtual and real integration, which means that the perception interaction done by companies in the industry is valuable. , with greater confidence.

　　According to IDC China's September report, the overall shipment of China's AR/VR market in the first half of 2022 reached 586,000 units.

Hong Yanfei said that based on the average annual calculation, the domestic virtual reality terminal (including VR, AR) shipments this year may be around 1.2 million units.

　　The "Action Plan" mentions that the number of terminals to be reached in 2026 is 25 million units, "equivalent to a 20-fold increase in the industry within 5 years, and this growth will inevitably lead to the improvement of the upstream and downstream supply-side capabilities of the industrial chain. There will even be a group of bright companies emerging.”

　　Shi+AR CGO Jiang Shuhong told Yicai that as a practitioner, she was inspired by the "Action Plan".

"The exchange group in the industry is discussing at the first time, and the company's internal management is also learning. The plan is indeed equivalent to some directions pointed by the state, and many of the content are already familiar to the industry itself." She was also surprised at the policy's understanding of the details of the industry and grasp.

　　Jiang Shuhong said that there have been some virtual reality guidance at the policy level before, but they are often mentioned in a certain chapter and are relatively vague. The difference this time is that the "Action Plan" is a big plan and goal, and it is rich in technical details. A specific and complete plan for industrial application planning.

　　The "Action Plan" mentioned that it is necessary to promote the integration and innovation of key technologies.

Specifically pointed out the key subdivision areas such as near-eye display, rendering processing, perceptual interaction, network transmission, content production, compression coding, security and trustworthiness, to optimize the "virtual reality +" endogenous capabilities, strengthen virtual reality and 5G, artificial intelligence In-depth integration of new generation information technologies such as big data, cloud computing, blockchain, and digital twin.