mkt res: Has Sony Captured 30% of VR Hardware Revenues?
Sony is the market share leader for VR hardware revenues according to the latest report from Strategy Insights. Specifically, the firm pegs PSVR’s revenue share at 30 percent. That’s followed by Oculus (presumably all variants) at 25 percent and HTC (same) at 22 percent.
Collectively, the high end of the market accounts for 77 percent of revenues, compared with the receding class of mobile VR headsets. That includes Google (11 percent) Samsung (5 percent) and others (6 percent). Google saw the biggest YoY drop from 21 percent to 11 percent.
So Quest and PSVR are essentially the betting favorites for the next year of VR’s market-share horse race. PSVR has better specs but less portability. Game libraries and switching cost favor PSVR, but Quest is catching up with 50 games out of the gate and 100 by year-end.