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| 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
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| Playable media & games market research
Copyright © 2016 SuperData Research. All rights reserved. | www.superdataresearch.com
| Playable media & games market research
Copyright © 2016 SuperData Research. All rights reserved. | www.superdataresearch.com 3
4
| Playable media & games market research| Playable media & games market research
Stephanie Llamas @StephiNaners
Director, Research and Insights Head of VR/AR Strategy
VR’s Killer App, SVVR 2016 | Copyright © 2016 SuperData Research. All rights reserved. | www.superdataresearch.com
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| Playable media & games market research
February 2015
VR’s Killer App, SVVR 2016 | Copyright © 2016 SuperData Research. All rights reserved. | www.superdataresearch.com
6
| Playable media & games market research
February 2015 January 2016
VR’s Killer App, SVVR 2016 | Copyright © 2016 SuperData Research. All rights reserved. | www.superdataresearch.com
7
For the full report, visit www.superdataresearch.com
| Playable media & games market research
VR’s Killer App, SVVR 2016 | Copyright © 2016 SuperData Research. All rights reserved. | www.superdataresearch.com
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| Playable media & games market research
Report title, Month Year | Copyright © 2015 SuperData Research. All rights reserved. | www.superdataresearch.com
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VIRTUAL REALITY INDUSTRY
LANDSCAPE
| Playable media & games market research
VR’s Killer App, SVVR 2016 | Copyright © 2016 SuperData Research. All rights reserved. | www.superdataresearch.com
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| Playable media & games market research
VR’s Killer App, SVVR 2016 | Copyright © 2016 SuperData Research. All rights reserved. | www.superdataresearch.com
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$2.9B 2016E VIRTUAL REALITY REVENUE
| Playable media & games market research
VR’s Killer App, SVVR 2016 | Copyright © 2016 SuperData Research. All rights reserved. | www.superdataresearch.com
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
| Playable media & games market research
VR’s Killer App, SVVR 2016 | Copyright © 2016 SuperData Research. All rights reserved. | www.superdataresearch.com
| Playable media & games market research
VR’s Killer App, SVVR 2016 | Copyright © 2016 SuperData Research. All rights reserved. | www.superdataresearch.com
25%
50%
75%
100%
1960 1970 1980 1990 2000 2010 2020E
Color TV
VCRPC
Internet
Cell phone
MAJOR U.S. TECHNOLOGY ADOPTION RATES BY HOUSEHOLD
| Playable media & games market research
VR’s Killer App, SVVR 2016 | Copyright © 2016 SuperData Research. All rights reserved. | www.superdataresearch.com
25%
50%
75%
100%
1960 1970 1980 1990 2000 2010 2020E
MAJOR U.S. TECHNOLOGY ADOPTION RATES BY HOUSEHOLD
VR
| Playable media & games market research
VR’s Killer App, SVVR 2016 | Copyright © 2016 SuperData Research. All rights reserved. | www.superdataresearch.com
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
| Playable media & games market research
VR’s Killer App, SVVR 2016 | Copyright © 2016 SuperData Research. All rights reserved. | www.superdataresearch.com
17
| Playable media & games market research
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
VR’s Killer App, SVVR 2016 | Copyright © 2016 SuperData Research. All rights reserved. | www.superdataresearch.com
18
| Playable media & games market research
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
•PRODUCTION CANNOT KEEP UP WITH DEMAND
VR’s Killer App, SVVR 2016 | Copyright © 2016 SuperData Research. All rights reserved. | www.superdataresearch.com
19
| Playable media & games market research
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
•PRODUCTION CANNOT KEEP UP WITH DEMAND •BACKORDER UNTIL MAY-AUGUST
VR’s Killer App, SVVR 2016 | Copyright © 2016 SuperData Research. All rights reserved. | www.superdataresearch.com
20
| Playable media & games market research
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
•PRODUCTION CANNOT KEEP UP WITH DEMAND •BACKORDER UNTIL MAY-AUGUST •GOOD FOR VR IN THE LONG-RUN
VR’s Killer App, SVVR 2016 | Copyright © 2016 SuperData Research. All rights reserved. | www.superdataresearch.com
21
| Playable media & games market research
VR and the Next Killer App, April 2016 | Copyright © 2016 SuperData Research. All rights reserved. | www.superdataresearch.com
EXPERIENCE IT
| Playable media & games market research
VR’s Killer App, SVVR 2016 | Copyright © 2016 SuperData Research. All rights reserved. | www.superdataresearch.com
22
| Playable media & games market research
VR and the Next Killer App, April 2016 | Copyright © 2016 SuperData Research. All rights reserved. | www.superdataresearch.com
WATCH IT
| Playable media & games market research
VR’s Killer App, SVVR 2016 | Copyright © 2016 SuperData Research. All rights reserved. | www.superdataresearch.com
23
| Playable media & games market research
VR and the Next Killer App, April 2016 | Copyright © 2016 SuperData Research. All rights reserved. | www.superdataresearch.com
ADOPT IT
| Playable media & games market research
VR’s Killer App, SVVR 2016 | Copyright © 2016 SuperData Research. All rights reserved. | www.superdataresearch.com
24
| Playable media & games market research
VR and the Next Killer App, April 2016 | Copyright © 2016 SuperData Research. All rights reserved. | www.superdataresearch.com
52%AMERICANS
WITH NO INTEREST IN OR KNOWLEDGE OF
VR
25
| Playable media & games market research
VR and the Next Killer App, April 2016 | Copyright © 2016 SuperData Research. All rights reserved. | www.superdataresearch.com
52%AMERICANS
WITH NO INTEREST IN OR KNOWLEDGE OF
VR
35-44
45-54
55-64
64+ 62%
60%
58%
55%
| Playable media & games market research
VR’s Killer App, SVVR 2016 | Copyright © 2016 SuperData Research. All rights reserved. | www.superdataresearch.com
26
| Playable media & games market research
AVERAGE AGE
39
EARLY ADOPTERS IN THE US
VR’s Killer App, SVVR 2016 | Copyright © 2016 SuperData Research. All rights reserved. | www.superdataresearch.com
27
| Playable media & games market research
AVERAGE AGE
39INTENT TO SPEND
$379
EARLY ADOPTERS IN THE US
VR’s Killer App, SVVR 2016 | Copyright © 2016 SuperData Research. All rights reserved. | www.superdataresearch.com
28
| Playable media & games market research
AVERAGE AGE
39INTENT TO SPEND
$379INTENT TO USE
5 Days per week
EARLY ADOPTERS IN THE US
VR’s Killer App, SVVR 2016 | Copyright © 2016 SuperData Research. All rights reserved. | www.superdataresearch.com
$5B
$10B
$15B
$20B
$25B
2016E 2017E 2018E 2019E 2020E
WORLDWIDE VIRTUAL REALITY REVENUE BY PRODUCT SUM TOTALS OF PC, CONSOLE AND MOBILE
29
| Playable media & games market research
SOFTWARE HARDWARE
VR’s Killer App, SVVR 2016 | Copyright © 2016 SuperData Research. All rights reserved. | www.superdataresearch.com
$5B
$10B
$15B
$20B
$25B
2016E 2017E 2018E 2019E 2020E
30
| Playable media & games market research
WORLDWIDE VIRTUAL REALITY REVENUE BY PRODUCT SUM TOTALS OF PC, CONSOLE AND MOBILE
SOFTWARE HARDWARE
$12B
VR’s Killer App, SVVR 2016 | Copyright © 2016 SuperData Research. All rights reserved. | www.superdataresearch.com
31
| Playable media & games market research
TOP
VR DEVELOPMENT TOOLS
VR’s Killer App, SVVR 2016 | Copyright © 2016 SuperData Research. All rights reserved. | www.superdataresearch.com
•GEAR VR •HTC VIVE
•OCULUS RIFT •PLAYSTATION VR
COST: 5% OF GROSS REVENUE IF 3,000+ PER QUARTER
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| Playable media & games market research
TOP
VR DEVELOPMENT TOOLS
PLATFORMS:
VR’s Killer App, SVVR 2016 | Copyright © 2016 SuperData Research. All rights reserved. | www.superdataresearch.com
•GEAR VR •HTC VIVE
•OCULUS RIFT •PLAYSTATION VR
COST: 5% OF GROSS REVENUE IF 3,000+ PER QUARTER
33
| Playable media & games market research
TOP
VR DEVELOPMENT TOOLS
PLATFORMS:
COST: PAY WHAT YOU WANT; CRYTEK SELLS ITEMS IN ASSET STORE
•HTC VIVE •OCULUS RIFT •PLAYSTATION
VR
PLATFORMS:
VR’s Killer App, SVVR 2016 | Copyright © 2016 SuperData Research. All rights reserved. | www.superdataresearch.com
•GEAR VR •GOOGLE
CARDBOARD •HTC VIVE
•HOLOLENS •OCULUS RIFT •PLAYSTATION VR
•GEAR VR •HTC VIVE
•OCULUS RIFT •PLAYSTATION VR
COST: 5% OF GROSS REVENUE IF 3,000+ PER QUARTER
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| Playable media & games market research
TOP
VR DEVELOPMENT TOOLS
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:
VR’s Killer App, SVVR 2016 | Copyright © 2016 SuperData Research. All rights reserved. | www.superdataresearch.com
22%
78%
Other
2016E
Worldwide VR software revenue
$0.5B
Games
| Playable media & games market research
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SOFTWARE CATEGORIES: • PLAY • MEDIA • SOCIAL • COMMERCE • INNOVATION • EXPLORATION
VR’s Killer App, SVVR 2016 | Copyright © 2016 SuperData Research. All rights reserved. | www.superdataresearch.com
Other
Social
Entertainment & Media
Games
11%
14%28%
2020E
WORLDWIDE VR SOFTWARE REVENUE
$24.2B22%
78%
Other
2016E
Worldwide VR software revenue
$0.5B
Games
| Playable media & games market research
36
45%
VR’s Killer App, SVVR 2016 | Copyright © 2016 SuperData Research. All rights reserved. | www.superdataresearch.com
37
GREAT SOFTWARE FOR VR MEANS…
| Playable media & games market research
VR’s Killer App, SVVR 2016 | Copyright © 2016 SuperData Research. All rights reserved. | www.superdataresearch.com
38
IMMERSION
VR and the Next Killer App, April 2016 | Copyright © 2016 SuperData Research. All rights reserved. | www.superdataresearch.com
| Playable media & games market research
VR’s Killer App, SVVR 2016 | Copyright © 2016 SuperData Research. All rights reserved. | www.superdataresearch.com
39
CONNECTION
VR and the Next Killer App, April 2016 | Copyright © 2016 SuperData Research. All rights reserved. | www.superdataresearch.com
| Playable media & games market research
VR’s Killer App, SVVR 2016 | Copyright © 2016 SuperData Research. All rights reserved. | www.superdataresearch.com
40
PRESENCE
VR and the Next Killer App, April 2016 | Copyright © 2016 SuperData Research. All rights reserved. | www.superdataresearch.com
| Playable media & games market research
VR’s Killer App, SVVR 2016 | Copyright © 2016 SuperData Research. All rights reserved. | www.superdataresearch.com
41
| Playable media & games market research
Report title, Month Year | Copyright © 2015 SuperData Research. All rights reserved. | www.superdataresearch.com
| Playable media & games market research
42VR’s Killer App, SVVR 2016 | Copyright © 2016 SuperData Research. All rights reserved. | www.superdataresearch.com
THANKS!