Kechuang Biotechnology's entry into the VR field is very promising from public opinion to capital levels.
Because the brain-computer connection has a huge impact on VR and can bring richer functions.
Nowadays, mainstream VR games are limited by the operation methods, and it is difficult to realize spatial movement in VR.
Previously, the mainstream method was through universal treadmills, but there were very few players who could buy universal treadmills at home, and it was too difficult to get started.
This difficulty is almost equivalent to being able to afford an e-sports cabin. This kind of VR is only suitable for a very small number of rich players.
As for the analog controller, it also requires space to place it, which is not practical for ordinary players.
The brain-computer connection can realize continuous movement in space, which means that there are more game types that can be displayed on VR.
Some media have regarded the future of science and technology as the masterpiece of the Metaverse. The metaverse sector of Big A followed the riots.
The gaming industry also responded strongly. MiHoYo was the first to say that if conditions are ripe, it will develop a new game for brain-computer connection VR.
At the same time, we will also consider moving Genshin Impact to a brain-computer connected VR.
This year, game version numbers were limited, making it impossible for medium-sized game manufacturers to replicate the success of Genshin Impact.
Goose Factory has stated that it will definitely develop China’s own masterpiece for brain-computer connection VR.
Overseas digital enthusiasts responded strongly to Kechuang Biotech’s entry into the VR field:
“Brain-computer connection to VR, it’s very cool to think about it!”
"Is the scene in Ready Player One about to become a reality? Through brain-computer commands to achieve movement, VR games are no longer a single-threaded experience and can interact with the game world."
"What I am most concerned about is whether Kechuang Biotech's brain-computer connection technology has improved. Can they achieve force feedback? Or is it a one-way signal transmission like the brain-computer connection to a mobile phone?"
Force feedback means that players can get feedback and feel the effect of force when colliding and striking in VR games, which is somewhat similar to the realism mentioned in online games a long time ago.
"Force feedback exoskeletons are too expensive. I experienced it at a VR exhibition. It was really cool, but a set costs 20,000 to 50,000 yuan. I hope Kechuang Biotech can achieve a breakthrough in force feedback!"
With the widespread popularity of English-language brain-computer-connected mobile phones, Kechuang Biotech has become very famous in overseas markets, and Zheng Li has also received a lot of publicity. He is regarded by foreigners as the Iron Man of China.
Just a biological version of Iron Man.
The benefit that corporate reputation brings to Kechuang Biotechnology is that they can easily poach Secondmind’s technical team when they are poaching it.
It is much easier to make AI chips in the monopoly field than to fight in the Red Sea of autonomous driving, not to mention that the treatment provided by Kechuang Biotechnology is 50% higher.
"I just hope that the price of the brain-computer-connected VR developed by Kechuang Biotechnology can be cheaper. The brain-computer-connected mobile phone is 200 yuan more expensive than an ordinary mobile phone. If the brain-computer-connected VR is only 200 yuan more expensive than an ordinary VR, I think it is completely possible. accept."
"Brain-computer connection should have been combined with VR a long time ago. When the brain-computer connection mobile phone came out, I predicted that Kechuang Biotech would develop brain-computer connection VR, but it took so long to develop."
"Why are they Chinese technology products again? We want to boycott Chinese digital products!"
"Shut up, those above. Musk's brain-computer connection to mobile phones is far inferior to that of Science and Technology. I am a consumer and use the best products as a matter of course. I won't make a dime by connecting Musk's brain-computer to mobile phones." Divide me!"
After the news came out, some media went to interview Musk. Musk said: "It is a very good idea to connect brain-computer VR to brain-computer VR. Neuralink has always thought about connecting VR to brain-computer, but the technology was not mature before."
"We will work hard in this direction in the future. I am very optimistic about brain-computer connection VR, and I am also very optimistic about Kechuang Biotechnology. However, this field is a very broad market and can accommodate many players. It is not a zero-sum game. We and Kechuang Biotechnology It’s not a relationship between competitors.”
"We are more like cultivators, working together to expand the market size of brain-computer connection!"
Musk is very good at confusing concepts. In his words, Neuralink and Kechuang Biotech are classified into the same level of companies.
The chairman of Kechuang Future is concurrently served by Zheng Li, and the specific executive general manager is an executive sent by Goose Factory.
Since Zheng was in Kuala Lumpur, he delegated many decisions to Li Miaomiao, and he only made judgments on key nodes.
After the establishment of Kechuang Future at the end of March, progress has been rapid, and VR technology has become relatively mature.
Although there are no relative standards, the upstream and downstream supply chains are very mature.
The future of Kechuang is backed by Kechuang Bio, Goose Factory and Rice. It can be said that all domestic VR upstream and downstream suppliers want to get on this giant ship.
Li Miaomiao has also seen the power of rice to squeeze the supply chain. They want to squeeze suppliers to the limit.
A single component can only make the other party five yuan, but Rice will never let the other party earn ten yuan.
So much so that Li Miaomiao repeatedly asked the person in charge of the supply chain department: "Can they guarantee to provide us with the best parts by squeezing suppliers like this?"
The person in charge of the supply chain said directly: "Absolutely not, but the parts they provide must pass our acceptance test before we will pay."
"If we set a price like this, the parts they give us will definitely not be of the best quality, but only B or C. You can't get A products at this price."
Li Miaomiao continued to ask: "Why don't we increase some prices and use the best parts to give users the best experience?"
Li Miaomiao doesn't understand the electronic product supply chain at all. She needs to learn on the job. Her advantage is that she will ask questions clearly if she is unclear and will not pretend to understand.
The supply chain leader from Rice replied: "Because there is no need."
"VR is similar to mobile phones. It is best to iterate products on a year-by-year basis. We do not need to use the best parts. The quality can be used by users for five to ten years."
"We only need to ensure that it can be used normally within the warranty period. Using too good parts will be detrimental to the company's profits."
"Controlling the quality of parts can make a profit in terms of cost control, and users can make profits by replacing their machines. This is how the company's interests are maximized."
The rice 6 produced by rice back then was of such good quality that many users still use it today.
Li Miaomiao completely understood: "What about the iPhone?"
The other party replied: "The logic of iPhone is different from that of other brands. It is more like an electronic luxury product in a certain sense. Users who should upgrade to a new phone every year will not refuse to upgrade just because last year's iPhone is still usable."
"The iPhone also retains its value the best in the second-hand market, which also leads to the starting price of the iPhone. There are a number of regular users who change their phones every year to provide protection for the iPhone, so they can use the best parts."
(In addition, I said that the author is a rice fan. I have only used one rice phone and my experience was not very good. I have been using iPhone since I graduated from college. When I was in college, I used Meizu the most. I can’t say that. I am a spiritual rice fan...
I just bought a rice ultrasonic glasses cleaning machine not long ago, and it broke within two months...)
Li Miaomiao: "Okay, I understand."
The person in charge of the supply chain added: "If we can ensure that the brain-computer connection technology iterates new functions every year, then I think it is okay for us to use the best components and follow Apple's route."
“We can force users to upgrade to new devices through technical updates, rather than forcing users to upgrade to newer devices through reduced user experience on older devices.”
Back in September, the R&D team at the Lion City R&D Center, led by Zheng Li, carried out targeted optimization of brain-computer connection technology.
Kechuang Biotech's first MSC chip specially developed for brain-computer connection VR has also been designed.
The brain-computer-connected VR prototype has been finalized. Li Miaomiao asked her staff to send her the product report and test experience of the prototype, and make a brief report on it.
"At the technical level, the system developed by Goose Factory for brain-computer connection VR is still under testing. The joint technical team of Goose Factory and Rice stated that the VR system will still need time to complete development."
The operating system is no ordinary trouble. Rice and Goose Factory have mobilized more than 5,000 technical personnel to form a dedicated development team.
Goose Factory internally regards this as the most important task in the past five years, which can support the company's development in the next ten years.
However, due to the need to remotely connect with the R&D team in Lion City, the functions that brain-computer connection can achieve need to be clarified, and the requirements for brain-computer connection VR need to be clarified. By September, there will only be a rough prototype.
This time progress has been faster than expected.
Take Huawei’s Hongmeng OS, whether you say it’s a fake Android or fake self-developed system. It took more than 4,000 engineers about two years for Huawei's Hongmeng to go online from project establishment to launch.
FB started talking about developing a specialized VR operating system in 2022, but in 2022 there has been no news, but the slogans are loud and the company name has been changed to meta.
"But the VR system call layer has been developed. We can provide the call interface and usage instructions for brain-computer connection to game manufacturers. Game manufacturers can now start simultaneous development."
"But the negotiations have been slow to come to an end, and the 50-50 profit split is unacceptable to major game manufacturers."
For example, the Apple tax on the Apple system is 30%. This fee will be charged whenever you use Apple's applications, except for transfer purchases.
The Android system does not have this fee, but if you want to list it in the app stores of major mobile phone manufacturers, you also need to pay. This fee is called a channel fee.
Kechuang will work hard to build a brain-computer connection system in the future, and naturally hopes to collect taxes like Apple, which is equivalent to landlords collecting rent, and game manufacturers are tenants.
Li Miaomiao said: "It's better to talk as soon as possible. We can lower the proportion appropriately."
The subordinate replied: "In negotiations with game manufacturers, the other party can only accept a maximum of 20% commission, and Pig Factory said that Goose Factory's games will need to pay the same proportion of commission if they are to be used in Kechuang Future VR."
The patent rights and software copyrights of the VR operating system belong to Kechuang Future, but the software applications of Goose Factory, whether it is games, the related rights belong to Goose Factory.
Li Miaomiao said: "The goose factory will definitely need to pay commission. I think I can agree to this, but 20% is too different from our expectations. Let's talk slowly."
"You can wait until the goose factory makes a demo sample and show it to them during negotiations. There will always be manufacturers who will make concessions in order to get the first bite of crab."
This is a game. VR manufacturers need software to enrich their ecology, and software manufacturers also need to log in to hardware devices to gain users and gain benefits.
The biggest advantage of self-developed operating systems is that you can reap profits in the future. As long as the ecosystem is well established and the number of users is large enough, the current investment will come back in hundreds or even thousands.
Otherwise, given Goose Factory's temperament, how could it be possible to invest in operating an operating system? The VR operating system is a blue ocean, while the operating systems of mobile phones and PCs are a red ocean.
"In addition, the industrial design for brain-computer connection VR has been finalized, and the specially developed MSC chip foundry is negotiating for cooperation. Among them, SMIC hopes to be deeply involved in this project."
"They expressed their hope to be deeply involved in the brain-computer connection chip project and hope to participate in chip design. The two parties can cooperate by establishing a joint venture."
Putting chip design and chip foundry together is actually conducive to maximizing chip performance.
The models of Samsung and Intel have more advantages than the models of HiSilicon, Kirin and TSMC. They are not only performance advantages, but also cost advantages and consistency of design routes.
The consistency of the design route means that when Samsung designs 14nm mobile phone chips, it will plan the 5nm together, and the technology research and development has continuity and consistency.
Of course, HiSilicon doesn’t want to integrate design and production, but it really can’t.
Li Miaomiao replied: "Our generation of MSC brain-computer connection chips has been finalized. If cooperation is needed for the second generation, we can consider it, but it will not be through a joint venture."
The same brain-computer connection VR patent was injected into Kechuang Future, but the brain-computer connection chip and related personnel still belong to Kechuang Biotech.
"In addition, if conditions permit, we should appropriately favor SMIC, at least not entrust all production capacity to TSMC."
Since Huawei was blocked, Chinese companies, especially technology companies with real technical strength, have to be prepared. What should they do if they are blocked?
There is indeed a gap between SMIC and TSMC in terms of yield, production capacity, and performance. However, if the industry chain is completely dependent on others, it will be easy to be caught off guard when emergencies occur.
Kechuang Future has planned to support China's internal chip foundries from the beginning. If the brain-computer connection VR sells well, the brain-computer connection chip alone will be enough to support SMIC's 14nm group.
After Li Miaomiao finished handling all the matters, it was already past nine o'clock in the evening. She was just about to call the driver to take her home when another call came:
"Mr. Li, the latest news is that the Europa Union said that once Kechuang Bio's brain-computer connected mobile phone is sold in the Europa Union, it will impose antitrust fines on Kechuang Bio."
"There is no word on the exact amount of the fine, but Europa Commission officials said that Kechuang Biotech abused its dominant position in the field of brain-computer connectivity and engaged in predatory pricing."
"Abusing its market dominance to force consumers to use its chips."
