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Wednesday, March 31, 2021

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Sean R. Lynch

I'm not sure how much sense it makes to compare the Quest 2 to PSVR or even PC HMDs, since they're different platforms. The Quest 2 isn't tethered and has less power, so it'll have a different set of games/applications even if it's nominally the same marketplace. It feels to me like it might be an intermediate step on the way to AR more than a VR headset living in the same space as the others.

Speaking of AR, how long until Google comes out with their own device based on the IP they acquired with last June's acquisition of North? North already had their own virtual retina display and had also acquired the IP from Intel's canceled Vaunt glasses.

targetehr

Does the non-advertising revenue also include the game sales revenue from both Quest 2 & Rift S? If so, that makes it at even lower number for Quest 2 sales, if you subtract all of that from the figures above.

sirhc desantis

Love the way you used that old pic of suited zombies. Possibly the best anti-advert ever.

Amanda

I'm not exactly sure why you are comparing total lifetime PlayStation VR sales of 5 million to.. Your example.. of 2 million Oculus Quest in 4 months.

Pretty impressive Oculus got 2 million sales in 4 months and PlayStation took 4 years to hit 5 million sales?

Wagner James Au

I'd flip it around and say PSVR sales are really small compared to its addressable market -- only 4% or so PS4 owners have a PSVR! So while Quest 2 sales are definitely better than Quest 1, they still haven't even come close to competing with PSVR's modest install base.

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Wagner James Au
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