The Stinger Report #1237 - Asia’s XR Future Investment

LBX Collective

At Asia Amusement & Attractions Expo 2025, key trends highlight a shift in immersive technology investments amid global trade tensions. While VR remains present, its dominance has waned compared to previous years, with exhibitors like Movie Power and Oculeap showcasing scaled-up VR attractions and multiplayer experiences using PICO headsets. Notably, Chinese companies are pioneering mixed reality (MR) applications, exemplified by Anchi Amusement’s MR Karting and RaceParx’s MR Go-Kart platform, signaling a new frontier in interactive entertainment. The show also emphasized enhanced visual tech, such as LED displays replacing projection, and AI-driven photo capture, reflecting broader technological integration. However, trade uncertainties, including US-China tariff negotiations, are casting a shadow, affecting manufacturing and sales channels, especially in Western markets. Despite these challenges, Chinese manufacturers are exploring international partnerships and distributor models to sustain growth. The event underscores a global pivot towards more immersive, interactive, and technologically advanced attractions, even as geopolitical factors impact supply chains and market access.

Chapters

1. Introduction to XR at AAA 2025 (00:00:00)

2. VR Attractions and Entertainment Systems (00:01:03)

3. MR Karting Revolution (00:03:12)

4. LED Displays and AI Photo Booths (00:05:13)

5. Trade War Impact on Chinese Manufacturing (00:07:16)

6. China's Evolving VR Industry Landscape (00:11:27)