{"id":13057,"date":"2022-02-13T17:36:06","date_gmt":"2022-02-13T14:36:06","guid":{"rendered":"https:\/\/blog.coinmuhendisi.com\/?p=13057"},"modified":"2022-02-13T17:36:06","modified_gmt":"2022-02-13T14:36:06","slug":"credit-suisseden-metaverse-tavsiyeleri-bu-12sine-bakin","status":"publish","type":"post","link":"https:\/\/coinmuhendisi.com\/blog\/credit-suisseden-metaverse-tavsiyeleri-bu-12sine-bakin\/","title":{"rendered":"Credit Suisse\u2019den Metaverse Tavsiyeleri: Bu 12\u2019sine Bak\u0131n!"},"content":{"rendered":"

Facebook\u2019un ge\u00e7en Ekim ay\u0131nda Meta olmas\u0131ndan bu yana, bir\u00e7ok yat\u0131r\u0131mc\u0131 dikkatlerini metaverse\u2019e ve oradan elde edilecek potansiyel k\u00e2rlara \u00e7evirdi. Ancak, kripto paralar\u0131n d\u00fc\u015f\u00fc\u015f ya\u015fad\u0131\u011f\u0131 \u201ckripto k\u0131\u015f\u0131\u201d baz\u0131 endi\u015feleri art\u0131rd\u0131. Benzer \u015fekilde, ge\u00e7en hafta Meta firmas\u0131, metaverse i\u015finin 2021\u2019in d\u00f6rd\u00fcnc\u00fc \u00e7eyre\u011finde 10 milyar dolar kaybetti\u011fini a\u00e7\u0131klad\u0131 ve Meta hisselerindeki y\u00fczde 25\u2019lik d\u00fc\u015f\u00fc\u015f yat\u0131r\u0131mc\u0131lara tam olarak g\u00fcven vermedi. Ancak Credit Suisse analisti bu alan\u0131n y\u00fckseli\u015finin devam edece\u011fini ve beraberinde 12 hisse senedini de y\u00fckseltebilece\u011fini d\u00fc\u015f\u00fcn\u00fcyor.<\/p>\n

Metaverse, \u00e7a\u011f\u0131 de\u011fi\u015ftirmeye geliyor<\/b><\/p>\n

Yine de, son sorunlar, \u015firketleri ve yat\u0131r\u0131mc\u0131lar\u0131 metaverse\u2019e milyarlarca dolar d\u00f6kmekten al\u0131koymad\u0131. Bir\u00e7o\u011funa g\u00f6re, metaverse \u00e7a\u011f\u0131 geliyor. Global Sekt\u00f6r Ara\u015ft\u0131rma Ba\u015fkan\u0131 Manish Nigam liderli\u011findeki Credit Suisse analistlerinden olu\u015fan bir ekip de ayn\u0131 fikirde. Nigam, 8 \u015eubat tarihli bir notta, \u201cMetaverse eninde sonunda t\u00fcm teknoloji, medya ve telekom sekt\u00f6r\u00fcnde derin de\u011fi\u015fiklikler getirmeli,\u201d ifadelerini kulland\u0131.<\/p>\n

<\/figure>\n

Daha geni\u015f bir d\u00fczeyde, Nigam ve ekibi, metaverse\u2019\u00fcn y\u00fckseli\u015finden en \u00e7ok etkilenecek sekt\u00f6rleri, ilki i\u00e7erik olu\u015fturma \u015firketlerine odaklanarak \u00fc\u00e7 ana kategoriye ay\u0131rd\u0131. Di\u011fer kategoriler bile\u015fenler, montaj ve ekran alt sekt\u00f6rleri dahil olmak \u00fczere donan\u0131m ve yar\u0131 iletken \u00fcreticisi firmalar oldu. Credit Suisse analisti, a\u015fa\u011f\u0131daki ifadeleri kulland\u0131:<\/p>\n

Yar\u0131 iletkenler i\u00e7in, metaverse, veri ekonomisinin olu\u015fturma\/yakalama, depolama, iletme ve analiz etme ve g\u00fc\u00e7\/performanstaki iyile\u015ftirme daha fazla veri t\u00fcketimini ve kullan\u0131m durumlar\u0131n\u0131 a\u00e7\u0131\u011fa \u00e7\u0131kar\u0131rken fayda sa\u011flamaya haz\u0131r. Donan\u0131m taraf\u0131nda ise metaverse; montaj, ekran, kamera\/optik, PCB\/alt tabaka, MLCC, konekt\u00f6rler ve art\u0131r\u0131lm\u0131\u015f ger\u00e7eklik\/sanal ger\u00e7eklik f\u0131rsatlar\u0131n\u0131 y\u00f6nlendirecektir.<\/p>\n

Metaverse\u2019\u00fcn kar\u015f\u0131s\u0131nda baz\u0131 engeller var: Bunlar nelerdir?<\/b><\/p>\n

Nigam, metaverse\u2019\u00fcn benimsenmesinin \u015fu anda kar\u015f\u0131 kar\u015f\u0131ya oldu\u011fu en b\u00fcy\u00fck sorunun, maliyeti d\u00fc\u015f\u00fcr\u00fcrken bilgi i\u015flem g\u00fcc\u00fcn\u00fcn performans\u0131n\u0131 iyile\u015ftirme aras\u0131nda bir denge bulmak oldu\u011funu yazd\u0131. \u00d6rne\u011fin, Fortnite\u2019ta tamamen s\u00fcr\u00fckleyici bir metaverse ayar\u0131n\u0131 desteklemek i\u00e7in bilgi i\u015flem g\u00fcc\u00fcnde 1.000 kat iyile\u015ftirme gerekti\u011fini tahmin etti. Ancak baz\u0131 durumlarda \u015fimdiden kolayca 10.000 dolar\u0131 a\u015fan y\u00fcksek kaliteli oyun bilgisayarlar\u0131 ile \u015firketler, kullan\u0131c\u0131 deneyimini h\u0131zland\u0131r\u0131rken maliyetleri d\u00fc\u015f\u00fcrmenin bir yolunu bulmal\u0131d\u0131r.<\/p>\n

<\/figure>\n

Bu sorunun merkezinde, bilgisayarlar ve oyun konsollar\u0131 da dahil olmak \u00fczere binlerce t\u00fcketici \u00fcr\u00fcn\u00fcnde bulunan yar\u0131 iletken yongalar yer al\u0131yor. Nigam, bunlar\u0131n metaverse ekonomisinin temel yap\u0131ta\u015f\u0131 haline geldi\u011fini aktar\u0131yor. Metaverse olsun ya da olmas\u0131n, yar\u0131 iletkenler g\u00fcnl\u00fck hayat\u0131m\u0131z\u0131n giderek daha \u00f6nemli bir par\u00e7as\u0131 haline geldi. 1977\u2019den bu yana, yar\u0131 iletken \u00e7ipler, b\u00fcy\u00fck \u00f6l\u00e7\u00fcde ki\u015fisel bilgisayarlar\u0131n ve cep telefonlar\u0131n\u0131n \u00e7o\u011falmas\u0131 sayesinde 70 kat kadar artt\u0131. Bu sekt\u00f6r\u00fcn k\u00fcresel piyasadaki de\u011feri y\u00fczde 1\u2019den 3\u2019e \u00e7\u0131karken, Nigam\u2019a g\u00f6re 2030\u2019a kadar y\u00fczde 8\u2019ler g\u00f6r\u00fclebilir. Ayr\u0131ca metaverse\u2019ten en \u00e7ok yararlanan sekt\u00f6rlerin i\u015flem, bellek ve ba\u011flant\u0131 olabilece\u011fine dikkat \u00e7ekti.<\/p>\n

Metaverse\u2019te de donan\u0131m yar\u0131\u015f\u0131 s\u00fcr\u00fcyor<\/b><\/p>\n

Nigam, b\u00fcy\u00fck art\u0131r\u0131lm\u0131\u015f ger\u00e7eklik (AR) ve sanal ger\u00e7eklik (VR) platformlar\u0131n\u0131n \u201cyonga setleri, ekran, optik ve kullan\u0131c\u0131 deneyimini geli\u015ftirmek i\u00e7in izleme \u00e7\u00f6z\u00fcmlerinde ilerlemeler\u201d ya\u015fad\u0131\u011f\u0131n\u0131 s\u00f6yledi. Ayr\u0131ca, bu cihazlar\u0131n a\u011f\u0131rl\u0131\u011f\u0131n\u0131n, daha iyi tasar\u0131m de\u011fi\u015fiklikleriyle g\u00f6zle g\u00f6r\u00fcl\u00fcr \u015fekilde azald\u0131\u011f\u0131n\u0131 kaydetti. Ancak, her iki platform da zorluklar\u0131n\u0131 tamamen \u00e7\u00f6zemedi.<\/p>\n

<\/figure>\n

\u00d6rne\u011fin, VR\u2019da kullan\u0131lan fresnel lensler, renk sapmas\u0131 veya renk bozulmas\u0131 sorununu ortaya \u00e7\u0131kar\u0131yor. Nigam, her ne kadar yeni lens materyalleri yarat\u0131lm\u0131\u015f olsa da bunlar\u0131n ticarile\u015ftirilmesinin biraz zaman alaca\u011f\u0131n\u0131 s\u00f6yl\u00fcyor. Di\u011fer taraftan, modern AR cihazlar\u0131nda \u00e7ift g\u00f6r\u00fcnt\u00fc, bozulma, daha y\u00fcksek maliyetler, rahats\u0131zl\u0131k ve daha d\u00fc\u015f\u00fck g\u00f6r\u00fcnt\u00fc \u00e7\u00f6z\u00fcn\u00fcrl\u00fc\u011f\u00fc gibi dezavantajlar vard\u0131r.<\/p>\n

\u0130\u015fte Metaverse patlamas\u0131yla ivme kazanabilecek 12 hisse<\/b><\/p>\n

Son olarak, Nigam\u2019a g\u00f6re, metaverse\u2019e ger\u00e7ek anlamda dalmak, g\u00f6r\u00fcnt\u00fcleme mekanizmalar\u0131nda b\u00fcy\u00fck yenilikler gerektirecektir, \u00e7\u00fcnk\u00fc metaverse ekranlar\u0131, geleneksel ekranlar\u0131n aksine, t\u00fcketicilere \u00e7ok daha yak\u0131n olmay\u0131 gerektirir. Nigam, bu tasar\u0131m zorlu\u011funun yan\u0131 s\u0131ra, optimum performans i\u00e7in ekranlar\u0131n daha k\u00fc\u00e7\u00fck boyutlar, daha d\u00fc\u015f\u00fck g\u00fc\u00e7 t\u00fcketimi, daha geni\u015f g\u00f6r\u00fcn\u00fcmler, daha y\u00fcksek \u00e7\u00f6z\u00fcn\u00fcrl\u00fckler, yenileme h\u0131zlar\u0131 ve parlakl\u0131k seviyelerini benimsemesi gerekece\u011fini s\u00f6yledi.<\/p>\n

<\/figure>\n

Metaverse\u2019\u00fcn tam ticari potansiyeline ula\u015fmas\u0131 i\u00e7in gerekli olan t\u00fcm bu yeniliklerle birlikte, iyi konumlanm\u0131\u015f \u015firketlerin k\u00e2r etmesi i\u00e7in bir\u00e7ok f\u0131rsat var. A\u015fa\u011f\u0131da, Nigam ve ekibinin yukar\u0131daki kategorilerde en iyi se\u00e7imler olarak kabul etti\u011fi 12 hisse senedi bulunmaktad\u0131r:<\/p>\n

    \n
  1. Goertek<\/li>\n
  2. Luxshare<\/li>\n
  3. Novatek<\/li>\n
  4. Murata<\/li>\n
  5. Nvidia<\/li>\n
  6. Marvell<\/li>\n
  7. Intel<\/li>\n
  8. Micron<\/li>\n
  9. TSMC<\/li>\n
  10. Samsung<\/li>\n
  11. Win Semi<\/li>\n
  12. Mediatek<\/li>\n<\/ol>\n","protected":false},"excerpt":{"rendered":"

    Facebook\u2019un ge\u00e7en Ekim ay\u0131nda Meta olmas\u0131ndan bu yana, bir\u00e7ok yat\u0131r\u0131mc\u0131 dikkatlerini metaverse\u2019e ve oradan elde edilecek potansiyel k\u00e2rlara …<\/p>\n","protected":false},"author":6,"featured_media":13058,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[6],"tags":[445,872],"class_list":["post-13057","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-altcoin","tag-meta","tag-sektor"],"yoast_head":"\nCredit Suisse\u2019den Metaverse Tavsiyeleri: Bu 12\u2019sine Bak\u0131n! - Coin M\u00fchendisi<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/coinmuhendisi.com\/blog\/credit-suisseden-metaverse-tavsiyeleri-bu-12sine-bakin\/\" \/>\n<meta property=\"og:locale\" content=\"tr_TR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Credit Suisse\u2019den Metaverse Tavsiyeleri: Bu 12\u2019sine Bak\u0131n!\" \/>\n<meta property=\"og:description\" content=\"Facebook\u2019un ge\u00e7en Ekim ay\u0131nda Meta olmas\u0131ndan bu yana, bir\u00e7ok yat\u0131r\u0131mc\u0131 dikkatlerini metaverse\u2019e ve oradan elde edilecek potansiyel k\u00e2rlara ...\" \/>\n<meta property=\"og:url\" content=\"https:\/\/coinmuhendisi.com\/blog\/credit-suisseden-metaverse-tavsiyeleri-bu-12sine-bakin\/\" \/>\n<meta property=\"og:site_name\" content=\"Coin M\u00fchendisi\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/coinmuhendisi\" \/>\n<meta property=\"article:published_time\" content=\"2022-02-13T14:36:06+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/coinmuhendisi.com\/blog\/wp-content\/uploads\/2022\/02\/credit-suisseden-metaverse-tavsiyeleri-bu-12sine-bakin-ueOxNCpU-1.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"1200\" \/>\n\t<meta property=\"og:image:height\" content=\"663\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"admin\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@coinmuhendisim\" \/>\n<meta name=\"twitter:site\" content=\"@coinmuhendisim\" \/>\n<meta name=\"twitter:label1\" content=\"Yazan:\" \/>\n\t<meta name=\"twitter:data1\" content=\"admin\" \/>\n\t<meta name=\"twitter:label2\" content=\"Tahmini okuma s\u00fcresi\" \/>\n\t<meta name=\"twitter:data2\" content=\"4 dakika\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"NewsArticle\",\"@id\":\"https:\\\/\\\/coinmuhendisi.com\\\/blog\\\/credit-suisseden-metaverse-tavsiyeleri-bu-12sine-bakin\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/coinmuhendisi.com\\\/blog\\\/credit-suisseden-metaverse-tavsiyeleri-bu-12sine-bakin\\\/\"},\"author\":{\"name\":\"admin\",\"@id\":\"https:\\\/\\\/coinmuhendisi.com\\\/blog\\\/#\\\/schema\\\/person\\\/92661db359d245dcf90385075aee07ed\"},\"headline\":\"Credit Suisse\u2019den Metaverse Tavsiyeleri: Bu 12\u2019sine Bak\u0131n!\",\"datePublished\":\"2022-02-13T14:36:06+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/coinmuhendisi.com\\\/blog\\\/credit-suisseden-metaverse-tavsiyeleri-bu-12sine-bakin\\\/\"},\"wordCount\":870,\"commentCount\":0,\"publisher\":{\"@id\":\"https:\\\/\\\/coinmuhendisi.com\\\/blog\\\/#organization\"},\"image\":{\"@id\":\"https:\\\/\\\/coinmuhendisi.com\\\/blog\\\/credit-suisseden-metaverse-tavsiyeleri-bu-12sine-bakin\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/coinmuhendisi.com\\\/blog\\\/wp-content\\\/uploads\\\/2022\\\/02\\\/credit-suisseden-metaverse-tavsiyeleri-bu-12sine-bakin-ueOxNCpU-1.jpg\",\"keywords\":[\"Meta\",\"Sekt\u00f6r\"],\"articleSection\":[\"Altcoin\"],\"inLanguage\":\"tr\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\\\/\\\/coinmuhendisi.com\\\/blog\\\/credit-suisseden-metaverse-tavsiyeleri-bu-12sine-bakin\\\/#respond\"]}],\"copyrightYear\":\"2022\",\"copyrightHolder\":{\"@id\":\"https:\\\/\\\/coinmuhendisi.com\\\/blog\\\/#organization\"}},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/coinmuhendisi.com\\\/blog\\\/credit-suisseden-metaverse-tavsiyeleri-bu-12sine-bakin\\\/\",\"url\":\"https:\\\/\\\/coinmuhendisi.com\\\/blog\\\/credit-suisseden-metaverse-tavsiyeleri-bu-12sine-bakin\\\/\",\"name\":\"Credit Suisse\u2019den Metaverse Tavsiyeleri: Bu 12\u2019sine Bak\u0131n! 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