Ponkia ISPT is the world's first mass-producible 720° naked-eye spherical panoramic XR immersive computing terminal. It features a unique three-modal synchronous immersion system integrating vision, hearing, and wind sensation, completely breaking free from the hardware limitations of VR headsets, traditional large screens, and curved displays. The product targets enterprise B2B markets and high-value C-end users, revolutionizing traditional experiences in film, gaming, remote driving, live streaming, and digital twins.
📹 内部球形显示屏
📹 Internal Spherical Display
📹 产品演示视频
📹 Product Demo Video
二、四大核心技术卖点
2. Four Core Technological Advantages
🦾
机械臂支撑 · 零负重体验 球形屏由机械臂主动支撑，可定向自由调节，头部零负重
Robotic Arm Support · Zero Weight Experience spherical screen actively supported by robotic arm, Can be freely adjusted in any direction, zero burden on head
🔮
球形光学 · 完全无畸变 自研光学方案，从中心到边缘完全无畸变的球形视野
Spherical Optics · Zero Distortion Proprietary optical solution, completely distortion-free spherical field of view from center to edge
💻
PC驱动 · 性能无上限 自研操作系统 + 高性能PC，性能远超移动端芯片
PC-Driven · Unlimited Performance Proprietary OS + high-performance PC, quality far exceeds mobile chips
PC Ecosystem Integration · Seamless Social Connectivity Direct connection to Steam/Epic/Windows native apps, sync games and share media with friends, breaking the VR isolation
⚖️ vs 传统头显：四大痛点一次性解决
⚖️ vs Traditional Headsets: Four Major Pain Points Solved
痛点
传统VR/AR头显
全景球幕
佩戴重量
500-800g压脸、坠颈
机械臂支撑 · 零负重
画面畸变
边缘拉伸、模糊、场景晃动
环绕全景 · 完全无畸变· 场景平稳无眩晕感
算力瓶颈
移动端芯片（骁龙XR2）
PC主机 · 性能无上限
续航焦虑
2-3小时电池限制
外接供电 · 无限续航
视野(FOV)
100-120度
球形720°+ 全景视野
生态社交
封闭孤岛 · 无法与PC好友联机 · 内容需单独适配
直连Steam/Epic · 与PC好友同步游戏 · 共享影音 · 原生社交体验
Pain Point
Traditional VR/AR Headset
Spherical Display
Weight
500-800g pressure on face and neck
Robotic arm support · Zero weight
Distortion
Edge stretching and blurring,Scene shakes
Surrounding panorama · Completely without distortion · Smooth scene without dizziness sensation
Computing Power
Mobile chips (Snapdragon XR2)
PC host · Unlimited performance
Battery Life
2-3 hour battery limit
External power · Unlimited runtime
Field of View
100-120 degrees
Spherical 720°+ panoramic view
Ecosystem & Social
Isolated silo · Cannot play with PC friends · Content requires separate adaptation
Direct Steam/Epic connection · Play with PC friends · Share media · Native social experience
The biggest challenge for spherical terminals is not only screen hardware — And there is also "content shortage""
The core strategic value of Panoramic AI is — panoramizing massive existing content, enabling every user to create panoramic content, and ultimately achieving infinite AI-native panoramic content supply.
This is the best path to break the "no content → no users → no content" dead loop.
🎯 Core Logic: AI transforms content supply from "scarce" to "infinite" → ecosystem thrives → user base grows → creators join → platform value rises. Hardware is the entry, content is the stickiness, AI is the leverage, ecosystem is the moat.
Value Proposition: No blind spots, 360°×2 full-space perception + robotic arm zero weight + PC-level performance. Perfect for racing/flight simulators and battlefield scenarios.
Total 100-inch+ TV Market: 1.61M units globally in 2025, 90%+ are under $7,000, with average price dropping to $1,800[1]
Addressable Market for the Spherical Display: Premium 100-inch+ TVs above $14,000 — estimated 16k-32k units/year (1-2% of total)[1 estimate]
Price Trend: Average 100-inch TV price dropped from $2,700 in 2022 to $1,800 in 2025, but the $14,000+ premium segment remains stable at 16k-32k units/year (Sony, Samsung flagships)[5]
Traditional flat screens cannot fully display the spatial sense of 720° panoramic photos and videos, resulting in fragmented views and limited vision. As a natural spherical wrapped display, Ponkia spherical terminal is the native carrier for panoramic content, fully restoring the 360° horizontal + 360° vertical real field of view. It delivers "what you see is what you get on site" immersive playback for aerial panoramas, event records, VR footage, and tourism panoramas, making it the professional display terminal for panoramic media.
🏢 B端市场：专业影视后期工作室
🏢 B2B Market: Professional Post-Production Studios
Value Proposition: Traditional flat screens cannot fully display 720° panoramic content. Ponkia is the professional-grade display for panoramic media, offering post-production teams a "what you see is what you get on site" immersive preview experience.
目标客群：专业影视后期工作室、VFX/特效公司、调色工作室
Target Audience: Professional post-production studios, VFX/effects companies, color grading studios
Market Validation: There are approximately 2,000-3,000 high-end post-production studios globally (capable of theatrical-level production). These studios already invest in professional monitors ($15,000-35,000) and have established budgets for high-precision display equipment.[1]
🎯 B端销量预测：首年目标渗透该客群的5-10% → 100-300台
🎯 B2B Sales Forecast: Target 5-10% penetration of this audience in Year 1 → 100-300 units
Panoramic Content Explosion: 3.2M panoramic cameras shipped globally in 2025 (Insta360, GoPro), 5M+ drones in use. Massive panoramic content is created daily, but viewing experience lags behind — users can only swipe on phones or view on flat screens, failing to restore the real scene.
Travel & Life Documentation: High-end travelers, outdoor enthusiasts, and families produce large amounts of panoramic content (skiing, diving, skydiving, world tours). They need a device that can truly recreate the scene when sharing with family and friends.
Social & Status Symbol: The spherical display itself is a highly talked-about tech product. In private theaters, luxury homes, and high-end clubs, it serves as both a content player and a status symbol and social currency.
Existing Spending Habits: Panoramic camera users have already spent $400-1,500 on capture devices, and high-end users spend $3,000-8,000 on professional panoramic cameras (e.g., Insta360 Titan, Kandao Obsidian). They have a strong need to "fully present their work" and are willing to invest in the "display side."[2]
Mine/Port Multi-Screen Control Rooms: Currently use 3-6 high-end industrial monitors costing $15k-25k total. 300-500 new control centers added annually (China-led). Spherical display at $19,999 offers seamless alternative.[1][2]
Premium Industrial Control Room Displays (Barco, Christie): $15k-30k per unit. Barco reported €211.6M sales in Q1 2025[3]. Global industrial monitor market ~$895M in 2025, 5-10% high-end segment[4][5].
Tele-surgery Systems: Global remote surgery market reached $4.78B in 2025 with 29.6% YoY growth. 1,730 hospitals registered on remote surgery platforms, 3.4M+ remote surgical guidance cases completed[6][7]. ~1,273 tele-robotic surgery systems deployed at ~$2.25M/unit[8]. Global AR telemedicine market reached $8.74B in 2025[9].
Value Proposition: The spherical display supports panoramic real-time live broadcasting of concerts and sports events. Available for both B2B venue deployment and B2C home use.
🎯 Panoramic Live Total (Year 1): 830-2,600 units, median ~1,000-1,500 units
📎 数据来源：
Michaels, C. (2025, January 29). The second wave of immersive institutions has arrived. The Art Newspaper, 33(374), 16. The Art Newspaper: 全球沉浸式数字艺术场馆超350家（2025年1月）
— MSG Sphere规划5000人容量迷你版场馆
— IIM信息：2025年全球VR/AR直播市场趋势
— 行业公开资料：Sports Bar数量、电竞馆数量、高端KTV数量
The current $19,999 price is a pragmatic choice, not the ultimate goal. Due to the customized production process of spherical curved displays, costs remain high for small batches. We prioritize serving B2B commercial clients and high-net-worth C-end users, using high margins to fund technology iteration and supply chain refinement.
🎯 Future Vision: Become the "Panoramic Content Gateway" for mass users. If future breakthroughs in display materials or manufacturing enable low-cost mass production, we would certainly prefer to serve mass users — because only a large user base can foster a rich content ecosystem, and the value of the content ecosystem is our true long-term moat. Hardware itself could become a "zero-profit entry point," with continuous monetization through content subscriptions, app stores, creator revenue sharing, and more.
📌 Summary: $19,999 is a "technology validation phase" entry point, not the final form. Our long-term strategy is — use B2B to fund the technology, use B2C to scale the ecosystem. When hardware price is no longer a barrier, panoramic immersion will become as everyday as smartphones are today.
🎚️首年市场预期First-year Market Expectation中性
保守Conservative乐观Optimistic
50%
非常保守Very Conservative中性Neutral非常乐观Very Optimistic
📈 首年销量 · 各场景📈 Year 1 Sales by Scenario
动态调整Dynamic
🎮 沉浸式游戏🎮 Immersive Gaming600 – 1,800
600
1,800
🏠 高端家庭影院🏠 High-end Home Theater210 – 580
210
580
🎬 专业影视后期🎬 Pro Post-Production620 – 1340
620
1340
🚜 远程驾驶🚜 Remote Driving125 – 575
125
575
📡 全景直播📡 Panoramic Streaming630 – 1,500
630
1,500
保守合计Conservative
2,185
乐观合计Optimistic
5,795
中位数 ≈ 4,000 台/年Median ~4,000 units/year
单台定价Unit Price
$19,999
首年毛利率Year 1 Margin
30%
单台毛利 ≈ Unit Profit ≈ $6,000
首年总毛利（硬件）Year 1 Gross Profit (Hardware)
$1,800万
基于 Based on 3,000 台 × units × $6,000
🎯 第二年目标🎯 Year 2 Target
40–50%
毛利率 · 供应链优化Margin & Supply Chain
📦 持续收入📦 Recurring Revenue
15%+
2027年占总毛利of Total Gross Profit
📊 同价位年销量对比 (2025)📊 Annual Sales by Price Tier (2025)万台10K units
Patent Barrier: Has secured multiple core design and invention patents both domestically and internationally., covering structure, algorithms, interaction, and immersion control methods.The patent for the optimal structure of the spherical display has ensured that there will be no similar competitors worldwide.
Process Barrier: The core barriers of spherical panoramic screens are seamless splicing, special-shaped modules, and real-time geometric correction. Very few teams globally have mass production capability
Product Uniqueness: The world's only mass-producible 720° three-modal spherical terminal with no direct homogeneous competition
Ecosystem Barrier: Developed our own panoramic AI operating system, possessing an ecological lead advantage
Technical Risk: Display panel materials for small-size spherical screens are scarce. Conventional P0.6 pitch LEDs have a screen door effect at close range. A material solution has been identified with 80% success rate, requiring R&D verification.
若研发失败的三套预备方案
Three contingency plans in case of research and development failure
Plan 1 - Technology Iteration Waiting: Wait for Micro LED mass production (expected 1-2 years). Currently prioritize system debugging, content ecosystem adaptation, and industry solution deployment for zero trial-and-error mass production when hardware matures.
Plan 2 - Size Optimization Mass Production: Moderately increase screen diameter, adopt mature small-pitch LED process, maintain cost parity, prioritize B2B commercial clients and high-end individual users to quickly capture market window.
Plan 3 - Self-Developed Material Breakthrough: Launch next financing round, increase R&D investment to develop new spherical display panel materials. Short-term cost increase, long-term seamless integrated molding and low-cost mass production to tap massive B2C market.
八、融资计划与发展里程碑
8. Financing Plan & Development Milestones
本轮融资：2000 万人民币 / 出让 10% 股权，计划即使无任何营收情况够存活40个月
Current Round: 20M RMB / 10% Equity, sufficient for 40 months even with zero revenue
硬件研发与供应链：25% —— 结构、显示、风感模组联调与小批量试产
系统与内容生态：35% —— 全景适配系统、SDK、场景化内容开发
市场与品牌推广：10% —— 行业展会、渠道合作、海外商务拓展
核心团队建设：15% —— 显示、结构、算法、市场高端人才引进
供应链备货与验证：10% —— 核心零部件锁价、样品测试
风险预备金：5% —— 应对技术迭代与原材料波动
Hardware R&D & Supply Chain: 25% — Structure, display, wind sensation module integration & pilot production
System & Content Ecosystem: 35% — Panoramic adaptation system, SDK, scenario content development
Marketing & Brand Promotion: 10% — Industry exhibitions, channel cooperation, overseas business development
Core Team Building: 15% — Recruitment of top talents in display, structure, algorithms, and marketing
