【GameLook专稿，未经授权不得转载！】
(GameLook, unauthorised! > )
GameLook报道/元宇宙这一概念在过去几年里一直保持着相当的热度，即便是经过了早期概念的狂热，一部分尚未成熟的产品发布以及该领域头部公司的各种不幸，不少企业依旧在向着这一领域冲锋，从而能够在“元宇宙”所谓的“下一代社会基础设施”成型前抢占一席之地。
In the past few years, the concept of the GameLook Report/Mencosm has maintained considerable heat, even after the fanaticism of the early concepts, the release of some of the premature products and the misfortunes of leading companies in the field, a number of companies have continued to take up this field, thus enabling them to take up a seat before the so-called “next generation of social infrastructure” of the meta-cosmos can be shaped.
12月20日，就有一家原本以网络游戏开发作为主的日本公司monoAI，通过推出虚拟空间平台“XR Cloud”，转型成为元宇宙公司，并成功上市。
On 20 December, a Japanese company, MonoAI, originally based on the development of cyber games, transformed itself into a WonCosmos company by launching the virtual space platform “XR Cloud”.
作为成立于2013年的日本公司，monoAI最开始主要与Cygames、光荣特库摩等公司合作，开发主机游戏、手机游戏等，monoAI2013年发布的游戏引擎monobit也在推出后也陆续获得了索尼Playstation Vita、任天堂3DS、任天堂Switch的开发许可。
As a Japanese company founded in 2013, MonoAI was the first to develop mainframe games, cellular games, etc., in cooperation with such companies as Cygames, Glory Tecoumo, and the MonoAI 2013 game engine was also launched with the launch of the Sony Playstation Vita, Nintendo 3DS, Nintendo Switch.
不过虽然游戏引擎monobit曾经在游戏研发领域出现了高光时刻，但后续monoAI的游戏开发部门大多也只进行了一些UI设计、背景模型等游戏外包工作。
However, although the game engine monobit has had high-light moments in the area of game research and development, most of the subsequent MonoAI games development departments have done only a few UI designs, background models, etc. outsourced games.
随后2018年12月，通过收购游戏AI公司Morikatron，monoAI还将公司的业务拓展至了AIQA，只不过在2021年2月monoAI将AIQA业务剥离，成立了子公司AIQVE ONE。
Subsequently, in December 2018, MonoAI extended its business to AIQA through the acquisition of game AI, Morikatron, except in February 2021, when MonoAI stripped AIQA of its business and established its subsidiary AIQVE ONE.
至于让monoAI成功上市的元宇宙事业，其实最早可以追溯到2016年前后，当时monoAI就设立了专门从事VR/AR内容开发的VR娱乐事业部，还趁着当年的VR热潮发布了语音系统“VR Voice Chat with MUN”。
As for the meta-cosmism that allowed MonoAI to be marketed successfully, it actually dates back to around 2016, when MonoAI set up the VR Recreation Department, which specializes in VR/AR content development, and made use of that year's VR hotspot to launch the VR Voice Chat with MUN.
虽然自此直到2020年之间，monoAI的XR业务或元宇宙事业并没有更多的成就，但2020年7月旗下的虚拟空间平台“XR Cloud”正式发布，却也让monoAI迅速成长，成为日本XR以及元宇宙领域最成功的公司之一。
Although the XR operation of MonoAI or the Woncosmos project did not achieve much more between then and 2020, the official launch of the virtual space platform “XR Cloud” under the July 2020 flag also allowed MonoAI to grow rapidly and become one of the most successful companies in Japan's XR as well as in the Woncosmos field.
不仅在今年年初，让monoAI从索尼创新基金等手中筹集到了7.5亿日元的资金，用于推动“XR Cloud”的发展以及公司在元宇宙领域的布局，如今甚至帮助整个公司上市了。
Not only at the beginning of this year, MonoAI mobilized 750 million yen from the Sony Innovation Fund, among others, to promote the development of XR Cloud and the organization of the company in the sphere of the meta-cosm, and now even helped the company to go on the market.
B2B业务为核心的虚拟世界平台
A virtual world platform with business B2B at its core
对于元宇宙这一概念，在官方文档中，monoAI将其比作是19世纪工业革命的“铁路”、20世纪信息革命的“互联网”，并将公司的使命确立为“在元宇宙中创造娱乐和社会的未来。”
With regard to the concept of meta-cosmos, in official documents, MonoAI compares it to the “railway” of the industrial revolution of the nineteenth century, the “Internet” of the information revolution of the twentieth century and establishes the mission of the company as “the future of entertainment and society in the meta-cosmos”.
而XR技术，作为“最终取代智能?机的下?代界?”，与元宇宙的融合将放大、扩展彼此的功能性、使用场景、体验价值等，就比如VR技术可以让人沉浸在大型的虚拟空间，功能丰富的元宇宙空间丰富了XR设备的使用场景和用途等。
And XR technology, as the “end-of-life replacement of intelligence? Intergenerational boundaries?” integration with the meta-cosm will magnify, expand each other's functionality, use scenes, experience values, etc., such as VR technology, which can be immersed in large virtual spaces, and the functional meta-cosmos space enriches the scenes and uses of XR devices.
至于“XR Cloud”，自然就是XR技术与元宇宙概念融合的未来产物。
As for XR Cloud, nature is the future product of the integration of XR technology with the meta-cosmology concept.
不过虽说概念无限高大上，作为一款已经公布两年有余的产品，目前“XR Cloud”还是主要以B2B服务为主，与网易的“瑶台”类似，主要举办一些与第三方企业、团体合作的大型线上活动。
However, although the concept is infinitely high, as a product that has been published for more than two years, “XR Cloud” is still predominantly based on B2B services, similar to the web-friendly `Oil Station', with a number of large-scale online events organized in cooperation with third-party enterprises and groups.
根据monoAI官方的介绍，在商业模式上，monoAI公司和“XR Cloud”主要可以为客户提供三类不同的服务，分别是允许客户低成本高自由度的创建属于自己的元宇宙平台的“OEM版XR Cloud”；在XRCloud上策划、制作、管理各种活动的“XR事件服务”；以及将人工智能和游戏引擎等monoAI的老本行运用于“XR Cloud”，为场景提供AI机器人，基础通信技术支持等的周边服务。
According to MonoAI's official presentation, in the business model, MonoAI and “XR Cloud” provide three different types of services to clients, respectively, by allowing customers to create their own meta-cosmos platform “OEM version XR Cloud”, at a low cost and with a high degree of freedom; by planning, producing and managing activities on XRCloud's “XR Event Service”; and by applying MonoAI's old liners, such as artificial intelligence and game engines, to “XR Cloud”, to provide an AI robot, basic communications technology support, etc. for the scene.
首先是“OEM版XR Cloud”，作为一种基础的元宇宙服务，企业可以根据需求自行添加一系列独特功能、机制等，快速打造一个符合需要的虚拟世界，然后将相关的虚拟世界集成到自己的APP、平台、产品当中，开放给用户访问。
The first is “OEM XR Cloud”, a meta-cosm service based on the need for businesses to add a range of unique functions, mechanisms, etc., quickly to create a needs-based virtual world and then integrate the relevant virtual world into their own APPs, platforms, products and open to users.
就比如在此之前，“XR Cloud”与日本知名画师平台Pixiv合作，举办的同人作品售卖会“NEOKET2”、与Hankyu Hanshin举办的JM梅田在线音乐节等，就都是通过在基础的虚拟世界中加上特殊功能支持，然后集成至《NEOKET》《HH cross EVENT》。
Earlier, for example, “XR Cloud”, in cooperation with Pixiv, Japan's well-known painter's platform, the “NEOKET2” and the JM Meida online music festival with Hankyu Hanshin were organized through the addition of special functional support to the basic virtual world, which was then integrated into NEOKET, HH cross EVENT.
而“XR事件服务”则是在上一项服务的基础之上，由monoAI负责相关事件的共同策划、内容生产、事中管理等内容，甚至活动运行的服务器平台，也可以选择monoAI的官方服务器，以实现同一区域实时连接1000人等功能。
On the basis of the previous service, MonoAI is responsible for the co-planning of events, content production, management of events, etc., and even an active server platform, the official MonoAI server can be selected to provide real-time connectivity to 1,000 people in the same region.
根据官方公布的信息，目前monoAI可以提供在虚拟世界中举办现场演唱会、电商活动、售卖会、博物馆展出、粉丝见面会、公司简报、展览、社交聚会、班会、线上授课等活动的一站式活动套餐，从策划到活动中的细节，比如屏幕共享功能、PDF上传等，都包含到了套餐中。
According to officially published information, MonoAI is now able to provide one-stop packages for live concerts, electrical events, sales fairs, museum exhibitions, fans' meetings, company briefings, exhibitions, social gatherings, classes, online lectures, etc. in the virtual world, from planning to the details of the events, such as screen-sharing functions, PDF uploading, etc., are included in the package.
至于最后的XR周边服务，则主要指在前两项服务中可以提供给企业的个性化功能支持，以及独特的技术解决方案等，主要由公司之前的开发部门（Monobit引擎）以及一部分的AI部门（Morikatron），为该周边服务提供支持。
As for the final XR perimeter service, it is mainly the personalized functional support that can be provided to the enterprise in the first two services, as well as unique technological solutions, which are supported mainly by the company's former development department (Monobit engine) and part of the AI sector (Morikatron).
以下是monoAI的整体商业模式系统图：
The following is a map of the overall business model of MonoAI:
Metaverse平台：企业包围消费者战略
而根据官方文档的信息，在monoAI看来，即便自己已经有了如此清晰的元宇宙平台商业模型，但目前自家旗下虚拟世界平台“XR Cloud”最核心的3大优势其实分别在于平台的多人支持、可拓展性和跨平台。
According to official documentation, the three greatest advantages of the current virtual world platform XR Cloud, even though it already has such a clear meta-cosmos business model, appear to MonoAI to be the platform's multi-person support, outreach and cross-platform support.
据monoAI的说法，由于自家的虚拟世界基于游戏引擎“Monobit”开发，利用自研的元宇宙专属的“多人同时连接引擎”，在虚拟空间的一个区域里，“XR Cloud”最多支持1000人的同时连接，以及彼此之间相互交流、沟通，“得以充分展示元宇宙的优越性”。
According to MonoAI, the development of their own virtual world based on the game engine “Monobit”, using the self-researched meta-cosm “man-man-man-and-man-man-and-man-to-man” engine, in an area of virtual space, “XR Cloud” supports the simultaneous connection of up to 1,000 people and communicates and communicates with one another “to fully demonstrate the superiority of the meta-cosm”.
同时，该引擎搭配“OEM版XR Cloud”服务也可以基于不同的客户充分的自由度，完全发挥元宇宙体验的潜力和深度，再加上平台从手机到XR设备的全面支持，不同条件的用户都可以根据自身条件参与到元宇宙体验中。
At the same time, the engine, coupled with the OEM XR Cloud service, can also make full use of the potential and depth of the meta-cosm experience, based on the full freedom of different clients, combined with the full support of the platform from cellular to XR devices, allowing users of different conditions to participate in the meta-cosm experience in accordance with their own conditions.
不过除了种种技术优势，相较于传统《Horizon》等元宇宙产品，“XR Cloud”另辟蹊径，从B端市场出发，逐步进入C端市场的选择，或许也是其能够成功的不可忽视因素。
However, in addition to technological advantages, “XR Cloud” offers a different path than meta-cosm products such as the traditional Horizon, which may be an important factor in their success, starting with the B-side market and gradually entering the C-side market.
毕竟当前相较于对元宇宙需求模棱两可的普通消费者，大公司因为各种原因，比如疫情隔离、居家办公，线下活动举办不便、宣传等，或许更有可能选择、认可元宇宙产品的价值。与此同时大公司的活动也将吸引普通消费者的加入，推动元宇宙的发展和普及。
After all, large companies may be more likely to choose and recognize the value of meta-cosm products than ordinary consumers whose needs are ambivalent. At the same time, the activities of large companies will attract ordinary consumers and promote the development and spread of the meta-cosm, for various reasons, such as the isolation of the epidemic, home-based work, the inconvenience of offline activities, and so on.
而事实也确实如此，根据monoAI公布的财报数据，在“XR Cloud”上线后，销售收入就在不断上升，2020年“XR Cloud”为monoAI贡献了7.8亿日元的销售额；2021年作为第一个产品上线后的完整财年，销售额数字就变为了12.91亿日元，同时将公司的一般亏损降低至1.36亿日元；2022年更是预计将为monoAI带来14.16亿日元的销售额，同时实现扭亏为盈，将公司的营业利润带到6300万日元。
This is true as well, according to MonoAI's published financial reporting data, sales revenues have been rising since the “XR Cloud” went online, contributing 780 million yen to MonoAI in 2020; sales in 2021, the full fiscal year after the first product went online, turned into 1,291 million yen, while reducing the company's general losses to 136 million yen; and sales in 2022 are expected to bring 1,416 million yen to MonoAI, while reversing the losses and bringing the company's operating profits to 63 million yen.
具体活动数据上，相比起2021年的总共13天元宇宙活动，一共只有59026人参加，“XR Cloud”在2021年不仅元宇宙活动的总时长提高了353%，达到了59天，活动的累计参与人数也增加了243%，超过了20.2万人。
In terms of activity-specific data, there were only 59,026 participants compared to a total of 13 yen in 2021, “XR Cloud” increased by 353 per cent in 2021, to 59 days, and the aggregate number of participants in the event also increased by 243 per cent, to over 202,000.
不难发现，虽然在官方声明中一再强调“XR Cloud是少见的toB的元宇宙”，但通过打造各种活动和个性化的体验，“XR Cloud”也正在实现对消费者市场的影响。
It is not difficult to find that “XR Cloud” is also having an impact on the consumer market through the creation of activities and personalized experiences, despite the repeated emphasis in official statements that “XR Cloud is the rare ToB metacosystem”.
至于未来，据悉，目前“XR Cloud”依然处于monoAI官方规划中的国内扩张期，主要扩张手段就是一方面通过低价策略和更加细化、具有针对性的XR事件服务，吸引更多客户、举办更多活动，另一方面继续加强技术研究，强化最高支持同时连接的人数等，充分扬长。
As far as the future is concerned, it is known that XR Cloud is still at the stage of domestic expansion under the official MonoAI programme, the main means of expansion being full expansion through low-cost strategies and more sophisticated, targeted XR event services, attracting more clients, organizing more activities, and continuing to strengthen technical research and strengthening the number of people with the highest support and connections.
而预计从2024年开始，“XR Cloud”将推出支持多种语言的海外版本，进一步刺激产品销售额的上升，同时支持AR眼镜等尖端设备。
As of 2024, “XR Cloud” is expected to introduce overseas versions in support of multilingualism, which will further stimulate higher sales of products while supporting sophisticated equipment such as AR glasses.
不算新奇但市场看好
不过“XR Cloud”虽然有意走出日本，走向国际，当下该产品在发展道路的选择上，也的确与很多元宇宙产品不同，取得了初步成就，但其实如果只考虑“XR Cloud”的应用场景，该产品其实依然没有多么新奇。
However, while the “XR Cloud” has been deliberately moving out of Japan to the international level, and while it is true that the product has made initial achievements in its development path, unlike many meta-cosm products, the product is still not very new if only the application of “XR Cloud” is considered.
要知道无论是举办现场演出，还是商业会议，这一系列与企业合作开展元宇宙活动的行为，国内外都已经有产品已经做出了类似展示，部分产品甚至已经是该领域的老玩家了。就比如网易的瑶台，自2020年10月起，网易瑶台已经举办了近200场行业会议、产品发布会、展会、招聘会等。
Whether it is a live show or a business conference, this series of activities in collaboration with companies in the solar universe has been similarly demonstrated at home and abroad, and some of them are even old players in the field. For example, the Internet-friendly Cerves, which have organized nearly 200 industry meetings, product launches, exhibitions, job fairs, etc. since October 2020.
在游戏行业，部分网游产品，比如《堡垒之夜》《光遇》等，在举办集体活动等方面，也都有了口碑、流量极佳的案例。
In the game industry, some of the products of the Internet, such as the Fortress Night, The Touches, etc., have also been well publicized, with excellent traffic, for example, in the organization of group events.
不过即便如此，日本市场对于monoAI的前景显然是十分看好的，股票开盘首日，就拿下了较公开发行价104.7%的涨幅，可以说monoAI的元宇宙和XR这两大关键词，狠狠地踩在了对互联网科技和未来充满渴望的日本人的痛点上。
Even so, it is clear that the Japanese market is looking very well at MonoAI’s prospects, with the first days of stock opening rising by 104.7 per cent, and it can be said that MonoAI’s Woncosmos and XR – the key words – are stomping hard on the pain of the Japanese, who yearn for Internet technology and the future.
正如GameLook预言的，Web 3或者说元宇宙，很可能会成为日本人回归互联网大家庭，在新时代彰显出影响力，以及促进经济增长的关键所在。
As GameLook predicted, Web 3 or the Woncosmos is likely to be the key to Japanese return to the Internet family, demonstrating influence in the new era and promoting economic growth.
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