Now, if you don't know what VR is, you are embarrassed to say hello to people. It's true that VR is overwhelming, and the huge potential for development is perhaps unimaginable at this stage. According to Deutsche Bank, Oculus sales will reach 1 million units by the end of 2016, HTC Vive sales will reach 1 million units, and Sony PS VR sales will reach 2.5 million units. By 2017, these figures will be even larger. Behind such a huge amount is the huge development potential of the two upstream manufacturers in the next few years. NVIDIA and AMD have started a new round of struggle in the rise of this era.
The emerging giants of VR will be NVIDIA and AMD. The current VR presentation methods basically include three types: PC high-end VR rendering, game console VR rendering and mobile VR rendering. The presentation of the mobile terminal mainly uses the mobile phone as the display carrier, and the final effect is affected by many factors, and the hardware performance can only meet some simple requirements. Relatively speaking, PC high-end VR rendering and game console VR are two ways to bring a better experience. At this stage, the game console represented by PS VR is definitely the best choice. The total price of the host + VR device is at the margin of the range accessible to ordinary users, and the high-end users can fully purchase it. But most people are staring at the shining companies in front of the stage, but they ignore the upstream giants. The biggest advantage of the PC side is that it has the highest quality and the best effect, and can be continuously expanded by hardware to improve the final result. In the future, if the shipment of VR equipment continues to increase according to the research expectations, and the product cost can continue to decline, the PC-side display will gradually show greater competitiveness. The biggest bottleneck on the PC side is the performance of the graphics card GPU. This is the main field of NVIDIA and AMD. The development experience, patent and manufacturing process of the graphics card GPU computing accumulated over the years will become a powerful foundation for NVIDIA and AMD. . All manufacturers as long as the PC-side VR presentation must be inseparable from the patented technology and support of the two giants, which is why I am optimistic that NVIDIA and AMD two traditional giants will rise again in the VR wave super.
NVIDIA will always maintain strong momentum
R&D investment trends of NV and AMD in recent years
Currently in the GPU market, NVIDIA is in a very strong position both in terms of market share and product competitiveness. Recently, NVIDIA has just released two flagship graphics cards, GTX1070/GTX1080, which are the first to push up the GPU performance level in the VR promotion wave. In the field of GPU performance, NVIDIA is undoubtedly the strongest on the planet. The recent exposure news, the follow-up product line distribution, continue to grasp the market possession for the purpose of the GTX1060 has come to the fore, the mobile version of GTX1080M performance has just been exposed. It can be said that NVIDIA is using a speed that rivals can't fight and establish its own industry leading position. If VR Wave is a running race, then NVIDIA has undoubtedly led the way in the starting stage, opening a good start for the next process.
Misplaced competition makes AMD always very embarrassed
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