亚洲元宇宙：加速经济影响的战略报告

Deloitte DeloitteCenterfor theEdge heMetaverse StrategiesforAccelerating EconomicImpact Acknowledgements Authors Research,writing AmrikAshri,AyakoTobeLeighMannes, ManagingDirector,CenterforEdgeBergitaHusnl,Liezhot JarelCarle-AnneMike losefaLavandero, urawons MichelleKhe Kurt Tahtouh,OhSungHoor Director,CentewforEdgeLimKlanchong. Nicholas samBlackleRickWen for jennifer sanetteJuay DeloltteSoutheastAsl: JehilThekkor TranNgoc heMetaverseinAsia|Surategesfo AceleratirgEcorcmicImcac ExecutiveSummar EmbracingthemetaversecouldNealStephen62n'srorelSnorCres/1fovel-tumec-Hlyw2oclroviePea2yPlaerOne,andFacescoksrebrancingtoMeta,nareallambecidedthe Thepotentialimpactofthe unlockatrillion-dollaropportunityinAsia.Developingthetechnologystacks,humancapitalandregulatory terinhrkdaxsxin:futl:rorts:iunxts.Thoughthks:isnouriversalmetaversetoGDPinAsiais defiritjonoftremetaverse,reseetasa'sceto'tne'nextinternet',ahnigfly mmersevitalwcridwhanewew1interat.wcrkandcyUS$0.8T-US$1.4Tperyearby2035 roughly1.3-2.4%ofoverallGDP ThemetaverseisnolcrgersciencefictionEartymetaverseclst'omsane slneat,heineI.sedlhr/miinnsInAsa,msrymns,mersaeairesct/saring, frameworksreguiredwillbenefit socielzing,3.lendingconcerts,anccurdhasinrgite'Tsonvrluelpis.forfrs sucha:Rctlsx,Decenrralans,Fortnite,ansAsasveryxn5ancboxand H:wwilltreseocanorri:benrfitsmaterislizr:?Thenkiaversecrestrs awiderangeofindustriesand /cpctnIndustesandsusinassesarealsoexpermentirgwtihmctswrsetechrolgies.Severagove'mmentsintheregion,includrgChina,SouthKorea, vIriarklp'atesarnd(ypes:fbueinrsats,erkdtoukdzxcrandztcesslonformston,dgitalcorrertan3cig,tainfrastucture.Newemplo,nent economicactivities. sndjaan,haefeshuresthemetaxorseintherecnomi:plans appuriuritiesatwys:fworingtrigerterrgebathat.theinditualard orgariza.iaralleve. ThepotentialimpactofthemetaverseonAsiaarcglobalycouldbesignificant Ifnwestmentsanemsccintofunsarertslsndcrsbirgfactors.Ihoug1imvestTentsmadnirtherextfivtstrnysarsmynothaweimmediat:shart nunrecurnscfcutcut,theseirvestmentsvillike':playoutcverlongertime Theseirrpecls1averarificalisrsacrosstnertyseciors,ro.justin entertairmentan?garing,Retei,e-commerce,andmenufacturingsrccossescanhomclcall/trarsfarmedInnsustnnsInhcsthearsans frareasthee:hnosgicsmshune.edcatiorvillnoloniycrsateeconcricvalue,theynsyasaimprorewel- zeinganethehimanconciticn. Usireaerlyestimaresonthecctentalmetarerseivestyentsfrcmthe Iteratl.re,w:cstimarstha::heimpactofthemetaxrsetoGDPinAsiaco.uldHewmucoftheaconoricberefitsererealized,andhow@ukcklyceperndon be:bdazunUSs0.6uiliumJS12Iilunpeysaby235ro.gtiy1.32.4%uniquestrstagjasheurcerlyirgecoficmiesmeyteketoaccelerateecoficric ofover31GD7pe*yearby2035,Foweve;re0eveloprertpethoftnshe1efitsofthemctaxorse. ractr.tn:hniogys:ilrcsnainsi.ncstair. 3 TheMetaverseinAsiaIStrategiesfer/AccdleratirngEconcmc/mpact Acia'sfavorablederographics,supotychainmarketshare,ardgrovingirfluxrteorsncotul.utaltretsumcelin:tsporrtalraleinsiringe Eacheconomyinouranalysisis Watherlookattheeconomrystechnologyfundamentallstha,arerzr:uir:'srtremetsersr:I:existardoparate,incdudirgcorputirg melzversa.Thisisbolsterecbythehghlevelcfawzrenessardsipaorlapproachingthemetaversefromponercriccornrectiviy,userdeviceownarshig,ardcigiteltransactiers Itssopuletionshavefcrthemeteverse.EacheconcmyIncurarst,sis*isapurcathrgUletretavisefrornistwtutiquzdirextitnbisedoniL. cermizina.ienorcfaracteristkcs,whic1frekesthisregienerirterestirgcne Trethirdcillarisecosystemenablersthatsupporttheadoctiorof itsownuniquedirection,whichtheirieleverse.=oreact:econenty,vefigllightsifurenjialeds.ralagisardkesectorstowa.chforbreasoutinfovetiers makesthisregionaninteresting SoTelea1intotheirsectoralexpertiseEconomieswthic1excelir onetowatch. Ti-osewi.hfevorebierrecroeconorissands.rorglechnolcgy infrastructurewlllikelyachievesuroneeconoricvaluecreationfrom thrmn.tfa?irranrrxpotcfrkctokssuxhasawanandso.tthemrt tvorsefirst(chrnthesonflueroeoftachnslogicsnsedec,th Korea,freylbe'well-gcs(onectobere'tfromthencreasirgcemaefo.likelhoodtfattneretaverse-ilalev,deeozingecofromiestocorrpletely herdwareandctieruser-devices.Ecenoriesvithargeechiclcyor RSIlsectors,s.ushas,span,Sirgaporr,Sou.t1Kones,andHongKsrgco.ild Yeto.fersta:intothernaturalandculturalendowments.Chinaendndonesa,farexample,wri:hareahurdantinnaturalnesourerslikenickel leepirogta:hnoloayinlrastructure,th2w3ymouiletechnclceydid,islow. beefitfrormthederandferclaformsand:fedesignofcomplernentaryrerearthardlithizr,arepzisecforthencreesinmanufectureofnevButnecroeconomicsa'eno.cetermnistk.Jncers.andngthe2ctertial herdwareandsoftwene.ViernemansThaiandareirnovatirgvithweb3user-cevices.vietnam,Friicpines,Paksten,Inaiaandinionesiehevelargecp2ortunicyansleanirgintoszecitictechnoiceyanctalentirvestents andlarhanta:hnrl:gic digitalyrmadgworearces,Alloithecparnrieseanaikeitarkantherricnculturelcaciteltobuldcreativecorten,Icrthemeteverse wilasoalwforrponcriestaaccls*stettci'joureyasathreeconemicimpact Otherscuildortheirstronginstitutions.EccnoriasIkeHong,Kcnganc Singamr:hav:positiv:rmis