2022元界游戏发展洞察白皮书

2022元界游戏发展/r/n洞/r/n察白皮书/r/n2022年10月/r/n)/r/n/r/n均系沙利文独有的高度机密性文件/r/n/r/n(在报告中另行标明出处者除外)/r/n/r/n。未经沙利文/r/n/r/n/r/n/r/n三方代表沙利文开展商业活动。/r/n2/r/n要/r/n弗/r/n若斯特沙利文咨询有限公司谨此发布《/r/n/r/n2022元/r/n/r/n界游/r/n戏/r/n发展洞察白皮书》/r/n/r/n。/r/n/r/n本报告旨在分析元界/r/n/r/n游/r/n戏/r/n行业的发展现状/r/n/r/n、/r/n/r/n行业特点/r/n/r/n、/r/n/r/n驱动因素及未/r/n/r/n来发展趋势。/r/n本/r/n报告从元界游戏产业出发，/r/n/r/n具体分析了当前元/r/n/r/n界/r/n游/r/n戏现状/r/n/r/n、/r/n/r/n挑战及痛点，/r/n/r/n阐述了中国元界游戏/r/n/r/n行/r/n业市场规模及驱动因素，/r/n/r/n并展望了中国元界游/r/n/r/n戏/r/n行业的未来发展趋势。/r/n本报/r/n告所有图/r/n/r/n、/r/n/r/n表/r/n/r/n、/r/n/r/n文字中的数据均源自弗若斯/r/n/r/n特沙/r/n利/r/n文/r/n/r/n(北京)/r/n/r/n咨询有限公司，/r/n/r/n数据均采用四/r/n/r/n舍五入/r/n。/r/n关键词/r/n/r/n：元界游戏/r/n/r/n、市/r/n场规模/r/n元/r/n宇/r/n宙仍然处于概念萌芽阶段，尽管目前不同公司和个/r/n/r/n人都对元宇宙有不同的定义和看法，但大家对元宇宙是下/r/n一/r/n/r/n代/r/n互联网普遍达成了共识/r/n/r/n。2021年是“元宇宙元年”，/r/n/r/n元宇宙/r/n/r/n产业将成为未来/r/n中/r/n国数字经济的重要组成部分/r/n/r/n。2021年，/r/n/r/n中/r/n/r/n国/r/n元/r/n界游戏市场规模达到790/r/n/r/n.7亿元，/r/n/r/n仍处在起步阶段；/r/n/r/n预/r/n/r/n计未/r/n来/r/n市场增幅明显，/r/n/r/n2021年至2026年的年复合增长率可/r/n/r/n达/r/n到/r/n40.4%。/r/n关键/r/n词/r/n/r/n：互联互通/r/n/r/n、沉浸感/r/n受限于元宇宙的各项技术仍未发展成熟，/r/n/r/n目前市面上/r/n大/r/n/r/n多数元宇宙概念游戏依然处于元界游戏的初期阶段，/r/n/r/n即概/r/n念/r/n/r/n融合/r/n阶/r/n段，局限于各自小宇宙的发展，/r/n/r/n且较少依赖于交互设/r/n/r/n备实现沉浸感，/r/n/r/n尚未实现真正意义上互联互通的沉浸式元/r/n界/r/n/r/n游戏世/r/n界/r/n，/r/n/r/n随着各项技术的发展，/r/n/r/n元界游戏发展过程将面临/r/n/r/n诸/r/n多挑战/r/n/r/n。/r/n宙具备先发优势/r/n关键词/r/n/r/n：游戏引擎/r/n/r/n、交/r/n互设备/r/n强/r/n大的游戏引擎不仅能够实时渲染虚拟场景/r/n/r/n、构建拟真/r/n/r/n环境/r/n，/r/n/r/n形态已经基本成熟的开放世界游戏更是最接近理想的/r/n/r/n元/r/n宇宙架构，/r/n/r/n而/r/nVR/r/n眼镜等交互设备也将首先依赖于游戏起/r/n/r/n量/r/n/r/n，/r/n/r/n并在不断的游戏迭代中升级/r/n沉浸式体验，/r/n/r/n因此我们认为/r/n/r/n游戏/r/n公/r/n司在元宇宙初期能够率先占领流量入口，/r/n/r/n具备强力的/r/n/r/n先/r/n发优势。/r/n元/r/n宇宙相关的网络技术/r/n/r/n、虚拟现实技术以及相关数字算/r/n/r/n法在/r/n过/r/n去数年间飞速发展，/r/n/r/n元宇宙的实现有了基础的技术支/r/n/r/n撑/r/n/r/n。/r/n/r/n目前元宇宙的发展总体上仍处/r/n在早期阶段，/r/n/r/n行业的焦点/r/n/r/n需要/r/n被/r/n放在基础设施/r/n/r/n、设备以及开发工具上，特别是核心基/r/n/r/n础/r/n设施/r/n/r/n、关键设备/r/n/r/n、基本技术框架以及生态系统的搭建。/r/nGameF/r/n/r/ni/r/n/r/n(金融化游戏)/r/n/r/n概念开始形成，/r/n/r/nNFT/r/n+/r/n/r/nDefi/r/n+/r/nP/r/n2/r/nE/r/n/r/n为其构建了游戏体系，/r/n/r/n将/r/nDefi/r/n的规则游戏化，/r/n/r/n将游戏道具/r/n衍/r/n/r/n生品/r/nNFT/r/n化/r/n/r/n。/r/n/r/n游戏元宇宙中，/r/n/r/nPUGC/r/n或将作为主要的内容产/r/n/r/n出/r/n/r/n，其/r/n内/r/n容多样性/r/n/r/n、产出数量将成倍增加。/r/n2/r/n022元界游戏发展洞察白皮书/r/n/r/n|/r/n/r/n2022/10/r/nu/r/n第一章——元/r/n界/r/n游戏市场综述/r/n/r/n /r/n/r/n/r/n7/r/nu/r/n元界游戏市场概览/r/n/r/n/r/n /r/n/r/n/r/n8/r/n•/r/n/r/n元宇宙的概念与定义/r/n/r/n /r/n/r/n/r/n/r/n9/r/n•/r/n/r/n元宇宙的层级架构/r/n/r/n/r/n /r/n/r/n/r/n1/r/n0/r/n•/r/n/r/n元界游戏的概念与定义/r/n/r/n/r/n /r/n/r/n/r/n1/r/n1/r/n•/r/n/r/n元宇宙八大组成要素/r/n/r/n /r/n/r/n/r/n1/r/n2/r/n•/r/n/r/n元宇宙六大支撑技术/r/n/r/n /r/n/r/n/r/n1/r/n3/r/nu/r/n元界游戏发展历程/r/n/r/n /r/n/r/n/r/n1/r/n4/r/nu/r/n元界游戏市场驱动因素/r/n/r/n /r/n/r/n/r/n/r/n1/r/n7/r/n•/r/n/r/n科技/r/n/r/n、疫情及资本驱动/r/n因素/r/n/r/n /r/n/r/n/r/n1/r/n8/r/n•/r/n/r/n经济/r/n/r/n、社会驱动因素/r/n/r/n /r/n/r/n/r/n1/r/n9/r/nu/r/n中国元界游戏市场政策解读/r/n/r/n/r/n /r/n/r/n/r/n2/r/n0/r/n•/r/n/r/n政策梳理/r/n/r/n/r/n /r/n/r/n/r/n2/r/n1/r/n•/r/n/r/n《上海市培育“元宇宙”新赛道行/r/n动方案/r/n/r/n(/r/n/r/n2022/r/n/r/n-/r/n2025年)/r/n/r/n》/r/n/r/n案例解读/r/n/r/n/r/n /r/n/r/n/r/n2/r/n4/r/nu/r/n元界游戏现状/r/n/r/n、挑战及痛点/r/n/r/n/r/n /r/n/r/n/r/n2/r/n5/r/n•/r/n/r/n元界游戏现状分析/r/n/r/n/r/n /r/n/r/n/r/n2/r/n6/r/n•/r/n/r/n元界游戏痛点分析/r/n/r/n/r/n /r/n/r/n/r/n2/r/n9/r/n•/r/n/r/n元界游戏面临的挑战/r/n/r/n /r/n/r/n/r/n3/r/n1/r/nu/r/n第二章——元界游/r/n戏/r/n市场分析/r/n/r/n /r/n/r/n/r/n3/r/n6/r/nu/r/n元界游戏产业链分析/r/n/r/n/r/n/r/n /r/n/r/n/r/n3/r/n7/r/n•/r/n/r/n元界游戏产业链上游/r/n/r/n /r/n/r/n/r/n3/r/n9/r/n•/r/n/r/n元界游戏产业链中游/r/n/r/n /r/n/r/n/r/n4/r/n6/r/n•/r/n/r/n元界游戏产业链下游/r/n/r/n /r/n/r/n/r/n4/r/n8/r/nu/r/n游戏企业开发元宇宙的优势/r/n/r/n /r/n/r/n/r/n/r/n/r/n4/r/n9/r/n4/r/n2/r/n022元界游戏发展洞察白皮书/r/n/r/n|/r/n/r/n2022/10/r/nu/r/n中国元界游戏市场规模/r/n/r/n /r/n/r/n/r/n/r/n/r/n5/r/n4/r/n•/r/n/r/n中国元界游戏市场规模/r/n/r/n/r/n /r/n/r/n/r/n5/r/n5/r/n•/r/n/r/n中国元界/r/n游戏市场发展痛点/r/n/r/n /r/n/r/n/r/n5/r/n6/r/n•/r/n/r/n中国元界/r/n游戏市场发展机会/r/n/r/n /r/n/r/n/r/n5/r/n7/r/nu/r/n中国元界游/r/n戏市场投融资情况/r/n/r/n /r/n/r/n/r/n5/r/n8/r/nu/r/n第三章——元界游戏市场的未来发展趋势/r/n/r/n /r/n/r/n/r/n6/r/n1/r/nu/r/n中国元/r/n界/r/n游戏市场的未来发展趋势/r/n/r/n /r/n/r/n/r/n6/r/n2/r/nu/r/n元界游戏案例分析/r/n/r/n /r/n/r/n/r/n6/r/n9/r/nu/r/n方法论/r/n/r/n/r/n /r/n/r/n/r/n7/r/n9/r/nu/r/n法律/r/n声明/r/n/r/n /r/n/r/n/r/n8/r/n0/r/n5/r/n2/r/n022元界游戏发展洞察白皮书/r/n/r/n|/r/n/r/n2022/10/r/n/r/nCONTENTS/r/nu/r/nChapter/r/n/r/nI/r/n:/r/n/r/nOverview/r/n/r/nof/r/n/r/nMetaverse/r/n/r/nMarket/r/n/r/n /r/n/r/n/r/n7/r/nu/r/nMarket/r/n/r/nOverview/r/n/r/nof/r/n/r/nMetaverse/r/n/r/nGame/r/n/r/n/r/n /r/n/r/n/r/n8/r/n•/r/n/r/nDefinition/r/n/r/nof/r/n/r/nMetaverse/r/n/r/n/r/n /r/n/r/n/r/n9/r/n•/r/n/r/nHierarchy/r/n/r/nof/r/n/r/nMetaverse/r/n/r/n /r/n/r/n/r/n/r/n/r/n1/r/n0/r/n•/r/n/r/nDefinition/r/n/r/nof/r/n/r/nMetaverse/r/n/r/nGame/r/n/r/n/r/n/r/n /r/n/r/n/r/n1/r/n1/r/n•/r/n/r/n8/r/n/r/nIngredients/r/n/r/nof/r/n/r/nMetaverse/r/n/r/n/r/n/r/n /r/n/r/n/r/n1/r/n2/r/n•/r/n/r/n6/r/n/r/nCore/r/n/r/nTechnologies/r/n/r/nof/r/n/r/nMetaverse/r/n/r/n /r/n/r/n/r/n1/r/n2/r/nu/r/nHistorical/r/n/r/nDevelopment/r/n/r/nof/r/n/r/nMetaverse/r/n/r/nGame/r/n/r/n /r/n/r/n/r/n1/r/n5/r/nu/r/nMarket/r/n/r/nDrivers/r/n/r/n /r/n/r/n/r/n/r/n1/r/n7/r/nu/r/nPolicy/r/n/r/nAnalysis/r/n/r/n /r/n/r/n/r/n2/r/n0/r/n•/r/n/r/nChinese/r/n/r/nPolicy/r/n/r/nCompendium/r/n/r/n/r/n /r/n/r/n/r/n2/r/n1/r/n•/r/n/r/nCase/r/n/r/nStudy/r/n:/r/n/r/nActionPlanforShanghaito/r/nCultivateaNew/r/n"/r/nMetaverse/r/n"/r/nTrack/r/n(2022-2025)/r/n/r/n /r/n/r/n/r/n2/r/n4/r/nu/r/nCurrent/r/n/r/nStatus/r/n,/r/n/r/nChallenges/r/n,/r/n/r/nand/r/n/r/nPain/r/n/r/nPoints/r/n/r/nof/r/nMetaverse/r/n/r/nGame/r/n/r/n /r/n/r/n/r/n2/r/n5/r/n•/r/n/r/nAnalysis/r/n/r/nof/r/n/r/nCurrent/r/n/r/nStatus/r/n/r/nof/r/n/r/nMetaverse/r/n/r/nGame/r/n/r/n /r/n/r/n/r/n2/r/n6/r/n•/r/n/r/nAnalysis/r/n/r/non/r/n/r/nPain/r/n/r/nPoints/r/n/r/nof/r/n/r/nMetaverse/r/n/r/nGame/r/n/r/n /r/n/r/n/r/n2/r/n9/r/n•/r/n/r/nAnalysis/r/n/r/non/r/n/r/nChallenges/r/n/r/nof/r/n/r/nMetaverse/r/n/r/nGame/r/n/r/n /r/n/r/n/r/n3/r/n1/r/nu/r/nChapter/r/n/r/nII/r/n:/r/n/r/nAnalysis/r/n/r/nof/r/n/r/nMetaverse/r/n/r/nGame/r/n/r/nIndustry/r/n/r/n /r/n/r/n/r/n3/r/n6/r/nu/r/nValue/r/n/r/nChain/r/n/r/nAnalysis/r/n/r/n/r/n/r/n /r/n/r/n/r/n3/r/n7/r/n•/r/n/r/n/r/n/r/nUpstream/r/n/r/nof/r/n/r/nMetaverse/r/n/r/nGame/r/n/r/nIndustry/r/n/r/n /r/n/r/n/r/n3/r/n9/r/n•/r/n/r/n/r/n/r/nMidstream/r/n/r/nof/r/n/r/nMetaverse/r/n/r/nGame/r/n/r/nIndustry/r/n/r/n /r/n/r/n/r/n4/r/n6/r/n•/r/n/r/nDownstream/r/n/r/nof/r/n/r/nMetaverse/r/n/r/nGame/r/n/r/nIndustry/r/n/r/n /r/n/r/n/r/n4/r/n8/r/nu/r/nAdvantages/r/n/r/nfor/r/n/r/nGame/r/n/r/nCompanies/r/n/r/nDeveloping/r/nMetaverse/r/n/r/n/r/n /r/n/r/n/r/n4/r/n9/r/n2/r/n022元界游戏发展洞察白皮书/r/n/r/n|/r/n/r/n2022/10/r/n/r/nCONTENTS/r/nu/r/nMarket/r/n/r/nSize/r/n/r/nAnalysis/r/n/r/nof/r/n/r/nMetaverse/r/n/r/nGame/r/n/r/nIndustry/r/n/r/nin/r/n/r/nChina/r/n•/r/n/r/nMarket/r/n/r/nsize/r/n/r/nof/r/n/r/nMetaverse/r/n/r/nGame/r/n/r/nIndustry/r/n/r/nin/r/n/r/nChina/r/n•/r/n/r/nDevelopment/r/n/r/nPain/r/n/r/nPoints/r/n/r/nof/r/n/r/nMetaverse/r/n/r/nGame/r/n/r/nIndustry/r/n/r/nin/r/n/r/nChina/r/n•/r/n/r/nDevelopment/r/n/r/nOpportunities/r/n/r/nof/r/n/r/nMetaverse/r/n/r/nGame/r/n/r/nIndustry/r/n/r/nin/r/n/r/nChina/r/nu/r/nInvestment/r/n/r/nStatus/r/n/r/nin/r/n/r/nChina/r/n’/r/ns/r/n/r/nMetaverse/r/n/r/nGame/r/n/r/nI/r/nndustry/r/nu/r/nChapter/r/n/r/nIII/r/n:/r/n/r/nFuture/r/n/r/nTrends/r/n/r/nof/r/n/r/nMetaverse/r/n/r/nGame/r/n/r/nI/r/nndustry/r/n•/r/n/r/nFuture/r/n/r/nTrends/r/n/r/nof/r/n/r/nMetaverse/r/n/r/nGame/r/n/r/nIndustry/r/n/r/nin/r/n/r/nChina/r/n•/r/n/r/nCase/r/n/r/nStudy/r/nu/r/nMethodology/r/nu/r/nLegal/r/n/r/nStatement/r/n /r/n/r/n4/r/n /r/n/r/n5/r/n /r/n/r/n6/r/n /r/n/r/n/r/n/r/n5/r/n7/r/n /r/n/r/n8/r/n /r/n/r/n/r/n/r/n6/r/n1/r/n /r/n/r/n2/r/n /r/n/r/n9/r/n /r/n/r/n9/r/n /r/n/r/n0/r/n7/r/n第一章/r/n/r/n——/r/n元/r/n界游戏市场综述/r/n核心洞察/r/n：/r/n0/r/n1/r/n/r/n元界游戏市场概览/r/n/r/n但大家对元/r/n宇宙是下一代互联网普遍达成了共识/r/n/r/n。/r/n2021年是“元宇宙元年”，元宇宙产业将/r/n/r/n/r/n起步阶段；预计未来市场增幅明显，2021年至2026年的年复合增长率可达到40.4%。/r/n0/r/n2/r/n科/r/n技进步带来的游戏媒介的转变/r/n/r/n、突如其来的疫情使大众的生活方式改变/r/n/r/n、资本对于元宇/r/n/r/n/r/n、元宇宙对传统经济困境的突破/r/n/r/n、新时代消费观念的转变以及相关政策对元/r/n/r/n产业发展的关键驱动因素。/r/n0/r/n3/r/n痛点/r/n元界游/r/n/r/n戏的初期阶段，/r/n/r/n即概念融合阶段，局限/r/n于各自小宇宙的发展，且较少依赖于交互设备实现/r/n/r/n/r/n程将面临诸多挑战。/r/n8/r/nChap/r/n/r/n1.1/r/n元界游戏市场概/r/n览/r/n“/r/n”/r/nRoblox/r/n/r/nCEO/r/nDavid/r/n/r/nBaszucki/r/n2/r/n022元界游戏发展洞察白皮书/r/n/r/n|/r/n/r/n2022/10/r/n“/r/n”/r/nRoblox/r/n/r/nCEO/r/nDavid/r/n/r/nBaszucki/r/n/r/n元界游戏市场综/r/n述/r/n口/r/n/r/n/r/n元宇宙的概念与定义/r/n“/r/n元/r/n宇宙”/r/n/r/n(/r/n/r/nMetaverse/r/n)/r/n/r/n概念始创于1992年美国科幻作家尼尔/r/n/r/n·/r/n/r/n斯/r/n/r/n蒂芬森的/r/n科/r/n幻小说《雪崩》/r/n/r/n，/r/n/r/n其中首次提出了一个虚拟世界，/r/n/r/n主角及/r/n/r/n其/r/n他人类通过数字的虚拟化身在元宇宙虚拟的香榭丽舍大道行走和交/r/n/r/n互/r/n/r/n，/r/n/r/n数百万的虚拟人物化身同时在这个虚拟的街区往来穿行，/r/n/r/n具备/r/n了/r/n/r/n现实社会的/r/n诸多元素，如商业活动/r/n/r/n、地产开发/r/n/r/n、社交等。/r/n2018年美国科幻电影《头号玩家》/r/n/r/n中元宇宙概念首次被演绎出来，/r/n/r/n主/r/n角通过/r/nVR/r/n眼镜/r/n/r/n、触感手套/r/n/r/n、/r/n/r/n万向跑步机等交互设备登陆进入“绿洲”/r/n/r/n世/r/n界，/r/n/r/n在绿洲世界中人类不仅可以通过自己的虚拟化身同时与其他多/r/n/r/n人实现/r/n社/r/n交活动，/r/n/r/n绿洲还拥有自己的完整经济系统，/r/n/r/n可以与他人进行/r/n/r/n游戏物品道具的交易从而通关游戏/r/n。/r/n2/r/n0/r/n21年2月/r/nRoblox/r/n在自己的招股说明书中，/r/n/r/n首次描述了其对元宇宙/r/n/r/n的/r/n定义，“元宇宙将是一个持久/r/n/r/n、可共享的3/r/nD/r/n虚拟空间，人们在元宇宙/r/n/r/n”/r/n2/r/n0/r/n21年10月/r/nFacebook/r/n宣布改名为/r/nMeta/r/n,其认为元宇宙将是一个借助/r/n/r/nVR/r/n和/r/nAR/r/n技/r/n术/r/n及设备，/r/n/r/n建立可以进行类似现实生活中人际互动，/r/n/r/n满足工/r/n/r/n作/r/n/r/n、/r/n交流和娱乐的世界。/r/n元宇宙将是一个/r/n元宇宙将是一个/r/n持久/r/n/r/n、可共享的3/r/nD/r/n虚拟空间/r/n，人们在元宇宙中拥有自己/r/n的/r/n/r/n /r/n(/r/n元宇宙)/r/n /r/n(/r/n元宇宙)/r/n/r/n是一个/r/n虚拟数字环境/r/n，你可以在其中与其他人一起出现，/r/n/r/n它是/r/n/r/n一个具身的网络/r/n/r/n(/r/n/r/nEmbodied/r/n/r/nInternet/r/n)/r/n/r/n，每个人都置身其中，/r/n/r/n而非仅仅/r/n是/r/n/r/n观/r/n看/r/n，/r/n/r/n我们相信这将是/r/n移动互联网的继任者/r/nMeta/r/n/r/nCEO/r/nMeta/r/n/r/nCEO/r/nMark/r/n/r/nElliot/r/n/r/nZuckerberg/r/n“/r/n/r/n/r/n/r/n/r/n/r/n/r/n/r/n元宇宙是用户在互联网上/r/n“/r/n/r/n/r/n/r/n/r/n/r/n/r/n/r/n是一个/r/n广/r/n阔的数字化公共空间/r/n，/r/n/r/n用户可以在其中自由地与品牌或其他人相/r/n互交流……/r/n来/r/n源：沙利文研究/r/n9/r/n1/r/n2/r/n3/r/n基/r/n础建设层/r/n云计/r/n算/r/n数字人/r/n人工智能/r/n网络传/r/n输/r/n网络安/r/n全/r/n游戏引擎/r/n交互设/r/n备/r/n创作平/r/n台/r/n分/r/n发平台/r/n区块/r/n链/r/n虚/r/n拟数字空间/r/n2/r/n022元界游戏发展洞察白皮书/r/n/r/n|/r/n/r/n2022/10/r/n1/r/n2/r/n3/r/n基/r/n础建设层/r/n云计/r/n算/r/n数字人/r/n人工智能/r/n网络传/r/n输/r/n网络安/r/n全/r/n游戏引擎/r/n交互设/r/n备/r/n创作平/r/n台/r/n分/r/n发平台/r/n区块/r/n链/r/n虚/r/n拟数字空间/r/n/r/n元界游戏市场综/r/n述/r/n口/r/n/r/n元宇宙的层级架构/r/n“/r/n元宇宙”依赖于基础建设层/r/n/r/n、平台层以及交互空间层三个层级来实现/r/n/r/n沉/r/n浸式的虚拟数字空间。/r/n/r/n(交互设备/r/n/r/n、/r/n/r/n网络传输/r/n/r/n、/r/n/r/n云计算等)/r/n/r/n，软件/r/n/r/n /r/n(/r/n/r/n3/r/nD/r/n渲染引擎/r/n/r/n、人工智能/r/n/r/n、/r/n数字人等)/r/n/r/n以及其他重要技术/r/n/r/n(网络安全/r/n/r/n、/r/n/r/n区/r/n/r/n块/r/n链/r/n技术等)/r/n/r/n。平台层主要包括创作平台和分发平台，创作平台为内容创/r/n/r/n造/r/n者/r/n提供各种创作工具，分发平台则集成海量内容创作，推送给用户。/r/n基础/r/n建/r/n设层与平台层最终构建一个可供多人同时在线交互的数字虚拟/r/n/r/n空间，让用户可以自由地娱乐/r/n/r/n、/r/n/r/n工/r/n作与社交。/r/n交/r/n互空间层/r/n平台层/r/n来源：沙利文研究/r/n/r/n/r/n10/r/n2/r/n022元界游戏发展洞察白皮书/r/n/r/n|/r/n/r/n2022/10/r/n/r/n元界游戏市场综/r/n述/r/n来/r/n源：沙利文研究/r/n口/r/n/r/n元界游戏的概念与定/r/n义/r/n元界/r/n游/r/n戏从沙盒游戏衍生而来，/r/n/r/n可分为两类，第一类在开放世界游戏/r/n/r/n或/r/nUGC/r/n游戏中加入元宇宙概念要素，如社交/r/n/r/n、数字化身/r/n/r/n(/r/n/r/n3/r/nD/r/n人物形象)/r/n/r/n等/r/n，/r/n/r/n/r/n密/r/n数字货币等，/r/n/r/n而两者之间也会有交叉的部分/r/n/r/n。元界游戏应具备四大核心/r/n/r/n属性。/r/nØ/r/n/r/n/r/n元界游戏的四大属性/r/n高拟真/r/n高拟真/r/n性/r/nImmersive/r/n无边界性/r/n/r/nBoundles/r/ns/r/nve/r/n高拟真度是构建元宇宙的基本条件/r/n/r/n。/r/n/r/n虚/r/n拟现实/r/n/r/n、体感技/r/n/r/n术及交互技术使玩家可以充分调动感官参与到元宇宙/r/n世/r/n/r/n界中/r/n/r/n。现实生活中发生的将同步于虚拟世界，/r/n/r/n同时玩/r/n家/r/n/r/n在/r/n虚/r/n拟的元宇宙中进行交互能得到接近真实的反馈信息。/r/n永续/r/n性/r/n/r/nPe/r/nrsistent/r/n经济系统/r/n/r/nDecentralized/r/n元宇宙以去中心化的方式运行，/r/n/r/n且元宇宙的网络架构/r/n是/r/n/r/n去中心/r/n化的/r/n/r/n。/r/n/r/n元宇宙中的经济系统基于区块链技术，/r/n/r/n区/r/n块链技术也将是实现去中心化运营方式的重要技术之/r/n一/r/n。/r/n永续性/r/n永续性/r/n/r/nPersistent/r/n元/r/n宇/r/n宙不存在“关机”或“重启”，/r/n/r/n玩家可以随时在世界任/r/n/r/n何/r/n地/r/n方利用装置自由地与元宇宙连接/r/n/r/n。此外元宇宙不会/r/n/r/n停/r/n止/r/n或被重置，/r/n/r/n而是以开源开放的方式无期限地持续发/r/n/r/n展。/r/nndless/r/n元宇宙消除了物理形态的障碍，/r/n/r/n无边界性体现在更强/r/n的/r/n/r/n可访问性上/r/n/r/n。/r/n/r/n开源意味/r/n着技术开源和平台开源，/r/n/r/n元界游/r/n/r/n戏/r/n的玩家既是消费者，也是创作者，从而形成原生虚拟/r/n/r/n世界，/r/n/r/n开源元宇宙的边界将不断地被拓展/r/n。/r/n2/r/n022元界游戏发展洞察白皮书/r/n/r/n|/r/n/r/n2022/10/r/n/r/n元界游戏市场综/r/n述/r/n口/r/n/r/n/r/n元宇宙八大组成要素/r/n01/r/n/r/n身份/r/n0/r/n2/r/n文明/r/n0/r/n8/r/n经济系统/r/n0/r/n2/r/n文明/r/n0/r/n7/r/n/r/n多元化/r/n03/r/n0/r/n7/r/n/r/n多元化/r/n0/r/n4/r/n沉浸感/r/n0/r/n0/r/n4/r/n沉浸感/r/n05/r/n低延迟/r/n来源：沙利文研究/r/n/r/n/r/n12/r/n人工智能技术/r/nA/r/nI/r/n2/r/n022元界游戏发展洞察白皮书/r/n/r/n|/r/n/r/n2022/10/r/n人工智能技术/r/nA/r/nI/r/n/r/n元界游戏市场综/r/n述/r/n口/r/n/r/n/r/n元宇宙六大支撑技术/r/n元/r/n宇宙六大核心支撑技术分别为区块链技术/r/n/r/n(/r/n/r/nB/r/n/r/nlockchain/r/n)/r/n/r/n、/r/n/r/n交互技术/r/n/r/n(/r/n/r/nI/r/n/r/nnteractivity/r/n)/r/n/r/n、/r/n/r/n电子游戏技术/r/n/r/n /r/n(/r/n/r/nGame/r/n)/r/n/r/n/r/n、人工智能/r/n/r/n(/r/n/r/nAI/r/n)/r/n/r/n、/r/n/r/n网络及运算/r/n/r/n(/r/n/r/nNetwork/r/n)/r/n/r/n及物联网技术/r/n/r/n(/r/n/r/nInternet/r/n/r/nof/r/n/r/nThings/r/n)/r/n/r/n。这六大技术支柱/r/n/r/n一般被简称为“/r/nBIGANT/r/n”/r/n/r/n(大蚂蚁)/r/n/r/n。/r/nA/r/nA/r/n区块链技术/r/nBlockchai/r/nn/r/n /r/n/r/n/r/n/r/n/r/n区块链技术/r/nBlockchai/r/nn/r/n元/r/n宇宙六大/r/n支/r/n撑技术/r/nB/r/nIGANT/r/n交/r/n互技术/r/n物/r/n交/r/n互技术/r/nT/r/nInte/r/nr/r/nactivity/r/nInternet/r/no/r/nf/r/n/r/nInte/r/nr/r/nactivity/r/nInternet/r/nG/r/n/r/n/r/n/r/n/r/nG/r/n来/r/n源：沙利文研究/r/n2/r/n022元界游戏发展洞察白皮书/r/n/r/n|/r/n/r/n2022/10/r/n/r/n元界游戏市场综/r/n述/r/n口/r/n/r/n/r/n元宇宙六大支撑技术/r/nØ/r/n/r/n/r/n区块链/r/n区/r/n块/r/n链技术起源于比特币，/r/n/r/n是搭建元宇宙经济系统的底层架/r/n构/r/n/r/n，/r/n/r/n其本质是去中心化的数据库，/r/n/r/n运用加密算法进行分布式数/r/n据/r/n/r/n存储，/r/n/r/n其/r/n中每一个数据块都包含一批交易信息/r/n/r/n。/r/n/r/n通过区块链，/r/n/r/n元/r/n/r/n宇宙可以构建其自有独立的经济系统，/r/n/r/n用户的虚拟资产可以跨/r/n越/r/n/r/n各个子/r/n元/r/n宇宙进行流动，/r/n/r/n并推动实体经济与数字经济的深度融合。/r/nØ/r/n/r/n/r/n交互技术/r/n交互技术的发展可以追溯到最早的鼠标/r/n/r/n、键盘，/r/n/r/n到现在较/r/n为/r/n/r/n火/r/n热的/r/nVR/r/n//r/nAR/r/n/r/n、全息影像及脑机互联等/r/n/r/n。/r/nXR/r/n/r/n(拓展现实)/r/n/r/n是指通/r/n/r/n过/r/n计/r/n算机将虚拟与现实相结合，/r/n/r/n创造一个人机交互的虚拟场景，/r/n/r/n是/r/nVR/r/n/r/n、/r/nAR/r/n/r/n、/r/n/r/nMR/r/n等多种技术的统称/r/n/r/n。/r/n/r/n交互技术使现实世界与虚拟/r/n/r/n世界/r/n更/r/n加交融，/r/n/r/n为用户带来深度沉浸。/r/nØ/r/n/r/n游戏/r/n游/r/n戏是元宇宙最重要的呈现方式，/r/n/r/n被普遍认为是元宇宙的切/r/n/r/n入口/r/n/r/n。/r/n/r/n游戏技/r/n术的核心在于游戏引擎，/r/n/r/n其包含了渲染引擎/r/n/r/n、物理/r/n/r/n/r/n程/r/n中所有的关键步骤。/r/nØ/r/n/r/n/r/n人工智能/r/n元/r/n宇宙边界在不断拓宽，/r/n/r/n通过应用人工智能技术辅助计算和/r/n/r/n内容生/r/n产/r/n，/r/n/r/n才能满足元宇宙不断扩张的内容需求/r/n/r/n。“十四五”规划/r/n/r/n纲要/r/n提/r/n到要为发展“新一代人工智能”划重点，/r/n/r/n推动互联网/r/n/r/n、/r/n/r/n大数/r/n/r/n据/r/n/r/n、人工智能等同个产业深度融合。/r/nØ/r/n/r/n网络及运算/r/n元/r/n宇/r/n宙对信息处理的巨大算力需求使网络及运算技术成为发/r/n/r/n重中之重，/r/n/r/n同时也是其需要克服的技术难题/r/n/r/n。/r/n/r/n目前，/r/n/r/n5/r/nG/r/n的/r/n普及和6/r/nG/r/n的研发将为元宇宙的实现提供网络基础。/r/nØ/r/n/r/n/r/n物联网/r/n物联网打通了人与人/r/n/r/n、人与物以及物与物之间的交互/r/n/r/n。/r/n/r/n物/r/n联/r/n/r/n网指/r/n的/r/n是将日常物理对象连接到互联网的过程，/r/n/r/n例如智能家居/r/n/r/n、/r/n/r/n穿戴设备及智能城市等/r/n/r/n。在元宇宙中，/r/n/r/n物联网可以为/r/nXR/r/n系统提/r/n供/r/n/r/n与/r/n终端用户相关的数据和交互。/r/n来/r/n源：沙利文研究/r/nChap/r/n/r/n1./r/n2/r/n元界游戏发展历/r/n程/r/n概/r/n念萌芽/r/n产/r/n品雏形/r/n元年/r/n1/r/n2/r/n3/r/n4/r/n5/r/n6/r/n7/r/n8/r/n197/r/n8/r/n199/r/n1/r/n199/r/n2/r/n199/r/n4/r/n199/r/n5/r/n199/r/n6/r/n199/r/n9/r/n2003/r/n9/r/n2006/r/n概/r/n念萌芽/r/n产/r/n品雏形/r/n元年/r/n1/r/n2/r/n3/r/n4/r/n5/r/n6/r/n7/r/n8/r/n197/r/n8/r/n199/r/n1/r/n199/r/n2/r/n199/r/n4/r/n199/r/n5/r/n199/r/n6/r/n199/r/n9/r/n2003/r/n9/r/n2006/r/n2009/r/n2016/r/n/r/n元界游戏发展历/r/n程/r/n口/r/n/r/n元界游戏发展历程概/r/n览/r/nMUD/r/n一段简短的文字描述/r/n/r/n的环境，如森林中的空地，可以向北或向南移动，玩家可以借由文字命令/r/n/r/n的新场景，循环完成游戏。/r/n•/r/n/r/nVirtuality/r/n/r/n，/r/n第一台虚拟现实游戏机/r/n，支持/r/n网络和多人游戏，配备了一系列硬件设备，/r/n/r/n/r/n界/r/nMetaverse，主角及其他人类通过数字的虚拟化身在元宇宙虚拟的香榭丽舍大/r/n/r/n和交互，数百万的虚拟人物化身同时在这个虚拟的街区往来穿行，具备了现实社/r/n/r/n•/r/n/r/nWeb/r/n/r/nWorld/r/n，是全球首个/r/n多人互动社交游戏/r/n，用户可以在游戏内实时聊天/r/n/r/n、旅游和改/r/n/r/nUGC模式。/r/n•/r/n/r/n/r/nActive/r/n/r/nWorlds/r/n，是基于小说《雪崩》创作的虚拟场景，也被看作是/r/nVR/r/n游戏的鼻祖/r/n，/r/n/r/n以创/r/n造元宇宙为目标，/r/n/r/n为用户提供了基本的内容工具来改造虚拟环境。/r/n•/r/n/r/nVirtual/r/n/r/nBoy/r/n，任天堂生产的第一款/r/n家用/r/nVR/r/n游戏机/r/n。/r/n•/r/n/r/n/r/nCybertown/r/n，通过虚拟现实建模语言/r/n/r/n(VRML)/r/n/r/n构建的《/r/n/r/nCybertown》/r/n/r/n，是新古典“元宇/r/n/r/n宙”重要的/r/n里程碑，有着明显的赛博朋克画风，注重化身/r/n/r/n(/r/nAvatar/r/n)/r/n/r/n的定制化，2021年也/r/n/r/n为模拟城市建造游戏发布。/r/n•/r/n/r/nThe/r/n/r/nMatrix/r/n，黑客帝国，在电影中人工智能将人类圈养在营养仓中，而人类的意识则/r/n/r/n在/r/n虚拟现实世界/r/n中，难以辨别真实与虚拟。/r/n/r/nSecond/r/n/r/nLife/r/n，Linden/r/n/r/nLab/r/n/r/n推出的基于Open/r/n/r/n3D的《第二人生》/r/n/r/n，画面相较于20世界90/r/n/r/n了质的提升。/r/nRoblox/r/n还可以通过开发工具自/r/n/r/n•/r/n/r/nMinecraft/r/n，我的世界上线，首个/r/n沙盒游戏/r/n，玩家可以通/r/n过联机社交，共同探险和创造/r/n/r/n像元宇宙雏型的游戏。/r/n•/r/n/r/nVR/r/n元年/r/n，大约有230家公司开始致力于基于虚拟现实的项目开发。/r/n2018/r/n•/r/n/r/nPlayer/r/n/r/nOne/r/n，头号玩家，首次在电影中描述了/r/n全沉浸式的元界游戏世/r/n界：绿洲/r/n。/r/n2018/r/n2021/r/n•/r/n元/r/n宇宙元年/r/n，元宇宙第一股/r/nRoblox/r/n/r/n上市/r/n，/r/nFacebook/r/n/r/n改名为/r/nMeta/r/n。/r/n2021/r/n•/r/n来/r/n源：沙利文研究/r/nChap/r/n/r/n1.3/r/n元/r/n界游戏市场驱动因素/r/n2/r/n022元界游戏发展洞察白皮书/r/n/r/n|/r/n/r/n2022/10/r/n/r/n元界游戏市场驱动因素/r/n口/r/n/r/n元界游戏市场的驱动因素——科技/r/n/r/n、疫情/r/n/r/n、资本/r/nØ/r/n/r/n/r/n科技进步带来媒介迭代/r/n迄今为止，/r/n/r/n游戏形态经历了两次迭代/r/n/r/n。/r/n/r/n第/r/n/r/n一/r/n/r/n次迭代是随着/r/nHTML/r/n及/r/n/r/nFlash/r/n等/r/n软硬件的普及带来的由“/r/nPC/r/n端”向“/r/nWeb/r/n端”的转变/r/n/r/n。技术的升级使终/r/n/r/n端游戏/r/n用户接触/r/nWeb/r/n端的页游门槛更低，/r/n/r/n同时对电脑配置要求更低，/r/n/r/n操作/r/n/r/n更加/r/n简/r/n单/r/n/r/n。第二次的媒介迭代是端游及页游向手游的转移，/r/n/r/n手游的兴起源/r/n/r/n自/r/n于移动互联网的红利/r/n/r/n、/r/n/r/n智能手机的大幅普及/r/n/r/n、4/r/nG/r/n网络基础设施的快速发/r/n/r/n展等一系列技术的迭代/r/n/r/n。/r/n/r/n目前，/r/n/r/n实现元宇宙功/r/n能需要/r/n的多种前沿技术已得/r/n/r/n到极/r/n大的发展/r/n和应用，/r/n/r/n如5/r/nG/r/n/r/n、人工智能/r/n/r/n、/r/n/r/n云计算及交互设备等，/r/n/r/n前沿科技/r/n/r/n的/r/n进/r/n步和渗透将进一步带动第三次游戏媒介由手游向元界游戏的迭代。/r/nØ/r/n/r/n疫情推动了元界游戏的发展/r/n新冠/r/n疫/r/n情所带来的防疫隔离和限制举措，使得全球数字经济蓬勃发展，/r/n/r/n人们上网时间大幅增加，/r/n/r/n“宅经济”出现飞速发展/r/n/r/n。人们对互联网的使用/r/n日/r/n/r/n趋频/r/n繁/r/n和依赖，/r/n/r/n现实生活开始大规模向虚拟世界迁移/r/n/r/n。疫情的反复迫使人/r/n/r/n们长期处于孤立状态且出行受限，/r/n/r/n而元界游戏中的交互体验可以满足人/r/n们/r/n/r/n居/r/n家环游世界进行社交的需求/r/n/r/n。/r/n/r/n即使进入后疫情时代，/r/n/r/n疫情已经深深地改/r/n/r/n变了当代人/r/n类/r/n生活/r/n/r/n、/r/n/r/n生产/r/n/r/n、及经济和社会的基本模式，/r/n/r/n大众需要有一种新/r/n/r/n的/r/n生/r/n活与工作方式，/r/n/r/n这一点成为推动元界游戏极为特殊的历史动力。/r/nØ/r/n/r/n/r/n资本加力布局元宇宙/r/n从/r/n投/r/n资的角度看，/r/n/r/n大公司的大投入加速了元宇宙相关的技术成熟化以/r/n/r/n及加/r/n快了元宇宙的落地/r/n/r/n。/r/n/r/n数据显示，/r/n/r/n2022年一季度国内元宇宙项目融资数/r/n/r/n量共计/r/n有43个项目拿到了融资；/r/n/r/n2022年1月至今，/r/n/r/n国内新注册的元宇宙相/r/n/r/n关企业/r/n达/r/n700多家，/r/n/r/n新注册的元界游戏公司达60多家/r/n/r/n。/r/n/r/n腾讯早在2021年/r/n/r/nRoblox/r/n/r/n1/r/n./r/n5/r/n/r/n亿美元/r/n/r/nG/r/n/r/n轮融资中参投，/r/n/r/n字节跳动也在同年入局元宇宙赛道，/r/n/r/n以直逼/r/n/r/n1/r/n/r/n亿元人民币的金额投资“中国版/r/nRoblox/r/n”——代码乾坤/r/n/r/n。各大科/r/n技/r/n/r/n巨头及/r/n投/r/n资者都把元宇宙当做下一个风口，/r/n/r/n而元界游戏作为最可能实现元/r/n/r/n宇/r/n宙落地的呈现形式，/r/n/r/n无疑是资本的发力点。/r/n来/r/n源：沙利文研究/r/n2/r/n022元界游戏发展洞察白皮书/r/n/r/n|/r/n/r/n2022/10/r/n/r/n元界游戏市场驱动因素/r/n口/r/n/r/n元界游戏市场的驱动因素——经济/r/n/r/n、社/r/n会/r/nØ/r/n/r/n/r/n元界游戏助力解决传统经济的困境/r/n自20/r/n08年全球经济危机以来，/r/n/r/n大量传统经济问题，/r/n/r/n诸如劳动生产率的/r/n/r/n下降/r/n/r/n、/r/n/r/n通货膨胀持续存在/r/n，/r/n/r/n利息成本波动，/r/n/r/n就业难度加剧，/r/n/r/n国际贸易冲突/r/n/r/n不断，/r/n/r/n不一而足/r/n/r/n。/r/n/r/n2020年受到疫情的冲击，/r/n/r/n全球经济形式更是每况愈下/r/n/r/n。/r/n/r/n社会需要新/r/n思/r/n想创新经济模式，/r/n/r/n来解决传统经济结构性/r/n/r/n、/r/n/r/n制度性的困境，/r/n/r/n而元宇/r/n宙/r/n提供了一种极为有创造性的选择/r/n/r/n。/r/n/r/n据/r/nCoinGecko/r/n调查显示，/r/n/r/n元宇/r/n/r/n宙/r/n概念链游/r/nAxie/r/n/r/nInfinity/r/n的玩家通过交易/r/nAxie/r/n，/r/n/r/n平均每天可赚取/r/n/r/n151/r/n/r/n–/r/n/r/n200/r/n/r/nSLP/r/n/r/n(/r/n/r/n55.50/r/n/r/n美元)/r/n/r/n，相当于每月/r/n/r/n1,665/r/n/r/n美元，/r/n/r/n其月收入高于马来西亚和菲/r/n/r/n律/r/n宾的最低工资/r/n/r/n。/r/n/r/n此外，/r/n/r/n推特投票结果显示，/r/n/r/n50%的人认为可以将玩/r/nAxie/r/n/r/nInfinity/r/n当成一份/r/n可/r/n持续的全职工作，/r/n/r/n68%认为可作为副业/r/n/r/n。在菲律宾，/r/n/r/n玩这/r/n/r/n款游戏已经逐渐成为当地低收入人群维持生计的方式，/r/n/r/n可观的收益吸引/r/n着/r/n/r/n越/r/n来越多的玩家入局。/r/nØ/r/n/r/n/r/n新时代消费习惯的变迁/r/n据/r/n工信部数据显示，/r/n/r/n2021年我国全年移动互联网接入流量达2/r/n/r/n,216亿/r/n/r/nGB/r/n，/r/n/r/n比上年增长33.9%/r/n/r/n，/r/n移/r/n动互联网月户均接入流量/r/n/r/n(/r/n/r/nDOU/r/n)/r/n/r/n达到13.36/r/nGB/r/n//r/n/r/n户/r/n/r/n，/r/n/r/n其中12月当月/r/nDOU/r/n达14.72/r/nGB/r/n/户，/r/n/r/n创历史新高/r/n/r/n。不难看出，/r/n/r/n我国民/r/n众/r/n/r/n对于移动互联网的需求保持着迅猛的增长，/r/n/r/n中国互联网的崛起使线上消/r/n费/r/n/r/n逐渐成为大众的普遍生活方式/r/n/r/n。/r/n/r/n同时，/r/n/r/n随着“/r/nZ/r/n世代”乃至“α世代”的年/r/n轻/r/n消/r/n/r/n费者/r/n们/r/n崛起，/r/n/r/n全球整体的消费趋势也产生了巨大变化/r/n/r/n。根据国家统计局数/r/n/r/n据/r/n/r/n，我国“/r/nZ/r/n世代”/r/n人口总数约为2.6亿人，/r/n/r/n占总人口的16%/r/n/r/n，他们出生于中国/r/n/r/n经/r/n济/r/n蓬勃发展的时代，/r/n/r/n物质生活富足，/r/n/r/n社会文化多元/r/n/r/n。此外，/r/n/r/n受当时国家/r/n/r/n政策影响，/r/n/r/n大多“/r/nZ/r/n世代”为独生子女，/r/n/r/n且从小浸润在互联网和数字产品的/r/n世/r/n/r/n界/r/n里/r/n，/r/n/r/n因此他们也更加善于通过网络和虚拟的方式表达自我，/r/n/r/n同时他们对/r/n/r/n于/r/n新/r/n兴科技的接受度也更高，/r/n/r/n庞大的潜在消费者群体为元界游戏的发展提/r/n/r/n供了坚实的底气/r/n。/r/n来源：/r/n/r/n/r/n/r/nCoinGecko/r/n，/r/n/r/n中国工信部，沙利文研究/r/n0/r/nChap/r/n元/r/n界游戏市场政策解读/r/n1/r/n2/r/n022元界游戏发展洞察白皮书/r/n/r/n|/r/n/r/n2022/10/r/n/r/n/r/n中国元界游戏市场政策解读/r/n口/r/n/r/n中国元界游戏市场政策解读/r/n/r/n。/r/n口/r/n/r/n2021年3月/r/n国/r/n务院/r/n口/r/n口/r/n/r/n2021年3月/r/n国/r/n务院/r/n/r/n拟/r/n现实和增强现实产业列为数字经济七大重点产业。/r/n口/r/n/r/n2021年12月/r/n国/r/n务院/r/n《规划》/r/n/r/n指出要以数据为关键要素，/r/n/r/n以数字技术与实体经济深度融合为主线，/r/n/r/n加/r/n/r/n强/r/n数字基础设施建设，/r/n/r/n完善数字经济治理体系，/r/n/r/n协同推进数字产业化和产业数字/r/n/r/n化/r/n/r/n，/r/n赋/r/n能传统产业转型升级，/r/n/r/n培育新产业新业态新模式，/r/n/r/n不断做强做优做大我国/r/n/r/n口/r/n/r/n2021年12月/r/n国/r/n务院/r/n口/r/n/r/n《上海市电子信息产业发展“十四五”规划》/r/n口/r/n/r/n2021年12月/r/n上/r/n海市经济和信/r/n息化委员会/r/n《/r/n规划》提出加强元宇宙底层核心技术基础能力的前瞻研发，推进深化感知交互的/r/n/r/n新型终端/r/n研/r/n制和系统化的虚拟内容建设，探索行业应用/r/n/r/n。聚焦前沿领域，/r/n/r/n前瞻布局/r/n/r/n关/r/n键/r/n技术研发，/r/n/r/n夯实共性基础技术发展能力/r/n/r/n。/r/n/r/n同时，/r/n/r/n提前布局6/r/nG/r/n网络体