Tim Merel's Blog
Tim Merel is Founder/Managing Director of Digi-Capital (www.digi-capital.com), an investment bank for games, apps, digital media/services and tech/telecoms across America, Asia (China, Japan, South Korea) and Europe.
Games investments, M&As and IPOs deal value dropped 81% in 2015 vs 2014. Games investment value fell 30%, games M&A deal value dropped 75% (excluding Activision-Blizzard/King which hasn’t closed yet), with games IPOs at the lowest level in a decade.
Digi-Capital's new Games Report 2016 forecasts games growing from $90B in 2016 to $115B by 2020, mobile games going from $35B in 2016 to $48B by 2020, with VR (and AR) games rising from hundreds of millions in 2016 towards the $10B range by 2020.
Digi-Capital’s new Augmented/Virtual Reality Report 2016 and AR/VR deals database captured $686 million of investments in augmented and virtual reality in 2015.
Virtual reality could be big soon. Augmented reality could be bigger, but might take longer to get there. How big and how soon? Let’s look at what we learned in the last year and how that changes the mix and timing of AR/VR forecasts.
Samsung/Oculus’ Gear VR launch was the starting gun for AR/VR 1.0, so what can we expect next year? Strap on your magic goggles, it’s immersion time.
Digi-Capital has completed the first technical benchmarking across AR/VR head mounted displays globally, including 26 benchmarks across the critical success factors of mobility, vision, immersion, usability, flexibility, wearability, and affordability
Tim Merel's Comments
[Blog - 01/14/2016 - 07:44]
For VR: r n r ...
For VR: r n r nWould love to know the data sources for your statistics on smartphone peripheral adoption, as your 3 to 5 estimate produces a bigger market than we 're forecasting. Would also love to know your methodology for mapping falling mobile peripheral prices to mobile device adoption, ...
[Blog - 11/04/2015 - 08:58]
@Krzysztof Lewicki Thank you for ...
@Krzysztof Lewicki Thank you for your comment. Maybe you 're right theoretically, but we couldn 't see the pixels : r n r nYou can also see discussion about that sort of thing here http://www.theverge.com/2015/6/17/8794907/oculus-rift-touch-virtual-reality-hands-on-e3-2015
[Blog - 10/19/2015 - 05:58]
@Ramin Shokrizade The last letter ...
@Ramin Shokrizade The last letter of the second link keeps getting changed by the system here, so please go to the third page of our blog from here http://www.digi-capital.com/news/. The second post is about 2/3 of the way down on the third page. r n r nAnd on games stocks, ...
[Blog - 06/26/2015 - 08:17]
@Jesse Schell It 's rare ...
@Jesse Schell It 's rare to see such a clearly thought through approach to the practical realities of VR design. This should be required reading for all VR designers, from novice to expert. Great
[Blog - 04/06/2015 - 07:37]
@Ian Fisch Using the smartphone ...
@Ian Fisch Using the smartphone market as an analogy, it took Steve Jobs introducing the iPhone to create the market we see today. He showed the way with a beautiful user experience which children and adults could use without an instruction manual, and with an ecosystem which developers could see ...
[Blog - 01/29/2015 - 06:06]
Nice work as always Thomas ...
Nice work as always Thomas : r n r nIt 's interesting how Kickstarter accounted for less than 2 of all games investment in 2014 compared to its high of less than 6 in 2012. There 's more on total games investment for 2014 in last week 's Gamasutra post ...