Do they though...? They've been saying that about VR since the VirtualBoy, and still nobody wants it. It's just some super niche activity that's novel for all of a couple hours and then quickly gets old. yawn I bet we'll still be hearing about proper VR is just around the corner, twenty years from now...
The growth in VR headsets is quickly becoming a hockey stick. 5 million in 2020, 8 million this year, 11 million projected next year, with an install base of 25 million.
To put this in perspective, there were 8 million PS5 sales in 2022, and 6.5 million Xbox X.
I realize this is not quite an apt comparison, and I’m lumping all VR headsets from all manufacturers together. But this is rapidly becoming a big deal.
It was only fifteen years ago that the original iPhone launched with 6 million units sold.
Look, I’m not necessarily claiming Quest VR headsets will be the next iPhone. But I think it’s pretty likely this will be a big and important product over the next few years.
