ABI Research：元宇宙中真正的赚钱机会（英文版）（10页）.pdf

1、The Very Real Revenue Opportunities In The MWhile the metaverse is a long-term vision,the buildup to this future offers a runway of new opportunities for merging the virtual and physical worlds.However,uncertainties and hurdles make forecasting the rate of transformation challenging.Therefore,in ord

2、er to get a more accurate and complete picture of this future,it is valuable to measure the broader opportunities within the Media&Entertainment and enterprise markets as a potential Total Addressable Market(TAM).When viewed collectively,these opportunities will serve as building blocks for the meta

3、verse,forming the foundation of a lucrative and growing market.These building blocks include:Virtual Spaces3Video Streaming4Video Gaming5Cloud Gaming6Cloud Content7Digital Advertising8Collaboration9The Building Blocks of the MVirtual SpacesBetween 2021 and 2030,the number of active users in virtual

4、spaces will climb from 118.3 million to 1,048.8 milliona Compound Annual Growth Rate(CAGR)of 27.4%.This growth in user activity will translate directly to revenue,with virtual spaces revenue increasing from US$4.2 billion in 2021 to US$44.8 billion in 2030.This figure does not even include the entir

5、e transaction volume for related Non-Fungible Tokens(NFTs)or dedicated Augmented Reality(AR)/Virtual Reality(VR)revenue,which would add hundreds of billions of dollars in additional revenue opportunity.3(Source:ABI Research)01020304050Metaverse Virtual Spaces Revenue202120222023202420252026202720282

6、0292030Revenue(US$Billions)The rise in Direct-to-Consumer(DTC)and Connected Television(CTV)viewing not only solidified the transition from traditional broadcast and pay TV to streaming media,but it also further decentralized the availability of content and services,giving consumers more controla tre