
Above: Most popular games in the Quest store as of today
I spent much of last week pondering the mystery of why Meta hasn't announced that the Quest 2 has crossed a 10 million unit install base (as it almost certainly has by now, based on earnings reports). Reader Zack makes an even better point:
Consider Meta might actually experience terrible numbers of ACTIVE users... I personally worked in VR since DK2 days, 2015 or so. I own a Quest 1, and although I believe in this tech's future, I still have to fight my way into my next VR session, every not so often time I decide to wear it.
So only guessing here... if say 50%+ of Quest2 owners don't even use their headsets past the first 30 hours of "novelty and excitement" phase... THAT would be really embarrassing for them... and I feel that's the reason why 10M units is not enough to have a self-sustaining ecosystem.
While Zuckerberg did say 10 million was Meta's magic install base milestone, Zack's point helped remind me to double check Zuck's specific wording in 2020:
We had this milestone in our mind that first we needed to get the technology to the place where you could have a standalone headset, it could be portable, it could be high quality — do the tracking and all that. And Quest was the big milestone on that. Then, from an ecosystem perspective, we believed that if we get to 10 million units active, then that’s kind of a critical magic number.
Emphasis mine! That could really solve the mystery: Maybe 10 million Quest 2 units are sold, but that doesn't mean 10 million are being actively used.
Martin K. chimes in on that tip:
Responding to our question on how many active users on the Quest VR headset there are, a reader points us to a recent market survey which suggests that use is quite tiny, especially among Gen Z:
Piper Sandler completes 43rd semi-annual Generation Z survey of 7,100 U.S. teens...
While 26% of teens own a VR device, just 5% use it daily. 48% of teens are either unsure or not interested in the Metaverse
This prompts reader "lieisacake" (LOL) to observe: