IT House June 26 news, yesterday, “Daily Economic News” reporter conducted an interview with Guo Mingji, Guo Mingji said: “From a global (scope) point of view, China is definitely the most suitable market for the development of headwear/metaverse. one.”
According to Counterpoint research data, by the end of 2021, the cumulative shipments of Meta’s VR device Quest2 will exceed 10 million units, making it the world’s first VR device to exceed 10 million shipments. The cumulative shipments are the second largest competitor Sony PSVR. 1.5 times. Although Meta has gained a leading market share by throwing money at the moment, in Ming-Chi Kuo’s view, “Meta lost money selling VR headsets and used the price advantage to gain a high market share, but this strategy will be difficult when faced with the risk of core business recession. This will benefit other established VR brands’ market share growth.”
IT House learned that on June 22, Ming-Chi Kuo announced on Twitter that Meta’s Metaverse hardware shipments would be reduced by 25%-35%, and that Meta would suspend all headset business after 2024.
Although Ming-Chi Kuo predicts that Meta shipments will decrease, his latest report is still very optimistic about the Metaverse. He believes that thanks to Meta’s loss of money selling VR headsets in the past 2-3 years and active promotion of VR business, even if Meta slows down on Meta The investment of Reality Labs, the core department of the universe, does not affect the continuous growth of the mature VR industry.
Ming-Chi Kuo said that Meta’s reduction in VR hardware investment will help domestic brands sell overseas (such as Pico).China’s headset/Metaverse hardware, content/service market is entering a period of rapid growth. Guo Mingchi said that the market share of existing VR headset brands such as Sony, Pico, and HTC is expected to benefit from Meta’s slowdown in hardware investment. Apple, which has a competitive advantage, is a game-changer in the headset industry.
Ming-Chi Kuo predicts that if the macro economy does not deteriorate in the second half of the year, the VR device shipments of Pico, a domestic brand with China as its main market, will increase significantly this year by 40% to 50% year-on-year.
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The post Ming-Chi Kuo: The Chinese market is more suitable for the development of Metaverse, and the VR shipments of domestic brands will increase by 50% in the second half of the year – yqqlm appeared first on Gamingsym.