![]() I would anticipate the Quest 3’s arrival seeing Meta taking an even larger slice of the pie to close out 2023. 2 spot at 27.2%īy the time the new PlayStation headset arrived, the Meta Quest 2 was quite long in the tooth. IDC went from not acknowledging Sony to putting it in the No. The radical drop is due to the PSVR 2’s entry onto the scene. The company’s 50.2% market share in Q2 2023 belies the situation somewhat. Looking at some numbers released by IDC, the company owned 84.6% of the AR/VR market in Q2 2022. The company maintains the top spot in terms of market share. Much like your definition of “mainstream,” Meta’s success is relative. The Meta Quest keynote was very much a reinforcement of this fact, as new titles took up the lion’s share of stage time, with only a passing mention given to Quest for Business. For Meta, gaming is very much the device’s lifeblood. While Magic Leap sees no immediate potential in gaming, Apple took pains to highlight entertainment at WWDC. But the Quest 3 is still very much an entertainment-first device. While I would argue that the new headset makes the pro version largely superfluous for the vast majority of users, Meta Quest for Business reaffirms its commitment to the category. ![]() Last year it announced the Quest Pro, at double the price of the Quest 3. That’s not to say that Meta isn’t also embracing the enterprise. But if you’re able to convince businesses that they’ll be saving a lot of money on training, they will take a good, long look at your offering. There likely isn’t a deep pool of customers willing to pay $3,500 to play casual games on an AR headset. Along with acknowledging how difficult content is, Magic Leap’s pivot toward enterprise is a direct result of the hardware’s asking price. Perceived markets also play an outsized role in all of these. I would argue that $500 is still too high a price point to call the system truly mainstream (the mind boggles at how many of these things the company would sell at $200 a pop), but that’s a far more reasonable request for a vast majority of potential buyers. There’s no hard and fast definition for what constitutes “mainstream,” of course, but point taken. Since then, it’s had to blaze its own path. March marks a decade since the company acquired Oculus. ![]() The flip side of that, however, is that Meta has been in this business for some time now. With that in mind, you can’t point to anything specific about the new hardware that is a direct response to Apple. The Meta Quest was unquestionably in the works well before the Vision Pro was made official. Of course, road maps don’t work that way. ![]() I also assume that more people than ever were following Meta’s recent Connect event to see how the company would respond. I would venture a guess that Magic Leap received more press coverage in Apple’s wake than it had since the days it was a mysterious white-hot early-stage startup. Even more to the point, perhaps, Apple’s entry would be a sort of validation of years - or even decades - of work.Ĭertainly the forthcoming Vision Pro has amped up both the attention and the pressure the competition is facing. They would, they reckoned, be ships among a rising tide. Having spoken to most of the major vendors over the past year, it seemed like everyone relished the arrival of the 500-pound gorilla. It was everything we’ve come to expect from the company: big, boisterous and polished, with lofty promises and a price tag to match. After years of waiting for the category to have its iPhone moment, Apple finally unveiled the Vision Pro during WWDC back in June. However this all plays out, 2023 will almost certainly be regarded as a pivotal year for AR and VR.
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