Oculus is selling well, and Apple VR is also coming. Has the Metaverse turning point arrived?

​The epidemic accelerates VR penetration

The tradition of Americans who like to buy electronic products as Christmas gifts is no longer a day or two, but this year’s popular choices are not just mobile phones, tablets, and laptops. Metaverse has begun to occupy a place, and Meta VR is one of the representatives.

During the Christmas period, the virtual reality application Oculus App under Meta (Facebook) reached the top of the free list in both the Apple and Google App Stores in the US, and it also jumped to the top five in 14 countries/regions, reflecting the success of Oculus Quest2 sell like hot cakes.

Judging from the current sales of Oculus Quest2, it is infinitely approaching the milestone proposed by Zuckerberg- 10 million. He believes that this number of users is the key threshold before the “explosive growth of content and ecosystem.”

Some organizations have emphasized that in the early stages of the development of the Metaverse market, VR headsets will become a battleground for the leader. Multimedia broke the news that Apple’s VR device is expected to be available in 2022. Zhongtai Securities pointed out that Meta VR is expected to “dominate the world” before Apple joins the battle.

However, even the mainstream VR products on the market such as Oculus Quest2 still have room for improvement in terms of resolution, refresh rate and other parameters. There is still a certain distance from realizing an “immersive” experience. The future upgrade path needs to balance price and performance.

Oculus is selling well, and Apple VR is also coming. Has the Metaverse turning point arrived?

01 Oculus becomes a Christmas explosion

During the Christmas period, the number of downloads of Oculus App in the Apple and Google App Stores in the US both surpassed TikTok and reached the top of the free list.

Since the Oculus App needs to be downloaded when activating a new Oculus Quest2 device, the rapid increase in App ranking reflects the hot sales of Oculus Quest2 during the Christmas period.

Oculus is selling well, and Apple VR is also coming. Has the Metaverse turning point arrived?

Oculus is selling well, and Apple VR is also coming. Has the Metaverse turning point arrived?

Data source: App Store, Google Play

Since its launch in October last year, the Oculus Quest2 market has received enthusiastic responses, and it has also pushed VR devices into a wave of craze.

According to statistics from third-party organizations, the sales volume of Quest2 in Q4 2020 will exceed 1 million units.Meta estimated in its financial report for the first half of the year that the actual sales of the Oculus Quest series in the first half of the year will be 2 to 3 million units. With the launch of the new version of Quest2 128GB, the annual sales are expected to reach 5 million to 7 million units.

More optimistic institutions predict that Quest 2 shipments may exceed 8 million sets this year.

Oculus is selling well, and Apple VR is also coming. Has the Metaverse turning point arrived?

Data source: Statista

The most successful VR headset before Quest2 was Sony’s PSVR. According to Sony’s official estimates, since its launch in 2016, its sales just exceeded 5 million units last year, which means that Quest2 has completed Sony’s five-year sales one year after it went on the market.

Zuckerberg said in 2019 that 10 million users are an important milestone for VR devices. Once this threshold is crossed, the VR ecosystem will usher in continuous development.

Judging from the current sales of Oculus Quest2, it is infinitely approaching this goal.

02 The epidemic accelerates VR penetration

The repeated epidemics during the Christmas season have created favorable conditions for the release of Quest2’s demand.

According to data from the flight information tracking website FlightAware, airlines worldwide cancelled more than 3,000 flights on Christmas Eve and Christmas Day, and about 20% of them were flights to and from the United States.

Among them, United Airlines alone cancelled more than 180 flights on the day before Christmas, accounting for about 9% of its total planned flights, and about 111 flights were cancelled on Christmas Day;

Unable to travel far, staying at home and playing games may become the choice of many people. At the beginning of the outbreak of the epidemic last year, the number of players in VR games on the Steam platform hit the peak in recent years, with an average monthly size of 17,900.

In January this year, the average monthly peak player size of VR games on the Steam platform once again rushed to 19,500. This peak coincided with the peak of a new round of confirmed cases in January. From a trend point of view, the epidemic has accelerated the penetration of VR home entertainment.

(Note: The Steam platform is the world’s leading VR game download platform, developed by Valve, and can support VR terminals including HTC VIVE, Oculus and other brands.)

Figure: The monthly average peak player size of VR games on the Steam platform

Oculus is selling well, and Apple VR is also coming. Has the Metaverse turning point arrived?

Oculus is selling well, and Apple VR is also coming. Has the Metaverse turning point arrived?

On the other hand, the current maturity of VR technology has further opened up the VR market.

Take Oculus Quest2 as an example. This new generation of VR headsets launched by Meta has achieved significant improvements in terms of cost, hardware performance and consumer experience.

Whether a VR device can bring users a real sense of immersion depends on several parameters such as resolution, refresh rate, and degree of freedom of interaction.

Compared with traditional head-mounted display devices (Oculus Rift, HTC VIVE, PSVR) that need to be connected to the host, the all-in-one mode of the Quest series can bring a wireless portable experience, while also saving users the cost of equipping the host. Compared with Oculus Rift , Quest2 dropped 300 US dollars, lowering the user’s entry barrier.

In terms of other parameters, with the latest Qualcomm XR2 chip, Quest2 has a refresh rate of 90Hz, a single-eye resolution of 1832*1920, and a weight of 503 grams.

Oculus is selling well, and Apple VR is also coming. Has the Metaverse turning point arrived?

With a higher price/performance ratio, Quest2 has become the best-selling VR headset on the market. Based on active devices connected to the Steam platform, the top three active devices on SteamVR in November are: Oculus Quest 2 (36.32%), Valve Index HMD (16.92%), and Oculus Rift (16%).

It is worth noting that the first three models have not changed for nearly half a year. It can also be seen that each model maintains its own advantages in their respective fields. Compared with Quest2, Valve Index is used by high-end gamers with higher parameters. China is popular, and Rift S still has a certain stock as a cost-effective PC VR model.

Figure: Steam VR hardware statistics in November 2021

Oculus is selling well, and Apple VR is also coming. Has the Metaverse turning point arrived?

Data source: Qingting.com

03 What room for improvement?

VR equipment is considered to be the cornerstone of the road to the Metaverse . Although its technology has made considerable progress, and “explosive models” like Oculus Quest2 have been born, the mainstream VR equipment on the market still has certain shortcomings. There is still a long way to go for users to get an immersive experience.

From the perspective of experience, the resolution and refresh rate of mainstream products still have room for improvement.

At present, the resolution of mainstream equipment supports up to 4K, and to achieve the most natural definition of the human eye, at least 16K is required.

Another important parameter refresh rate determines the smoothness of the picture, whether there will be delays and ghosts, and whether the user will feel dizzy when using the VR device has a great relationship with this parameter, the most ideal refresh rate It is 180HZ, but most of the existing VR headsets have refresh rates between 70-120HZ.

If you want to improve device resolution and solve problems such as time delay, this puts high demands on bandwidth and chip computing power. According to Huawei’s report, the “entry-level” VR level of 2K per eye, frame rate 90, and 6DOF of interactive freedom is raised to the ideal level of 6K per eye, frame rate 90, and bandwidth needs to be increased by 10 times.

Oculus is selling well, and Apple VR is also coming. Has the Metaverse turning point arrived?

In addition, the size, weight, and portability of the device will also affect the experience. Although VR all-in-ones have gradually become the mainstream, in terms of picture quality, delay, and tracking and positioning, VR splits still have advantages. To achieve both portability and experience, technical polishing is still needed.

In terms of interaction, the current VR devices mainly provide users with an immersive experience through vision and hearing. If you want to achieve a complete simulation of human senses, you have to expand to touch, temperature, and light sensing. Further support for multi-dimensional interactive technologies such as whole-body tracking and whole-body sensing.

The TeslaSuit motion capture clothing developed by Tesla Studio is a device for simulating experience and accelerating the grasp of the real world. It transmits tactile feedback to various areas of the body through electrode electrical stimulation, and can output motion capture and biometric information.

TeslaSuit’s official website did not show the specific price of this set of motion capture clothing, but referring to the price of a tactile sensor glove launched by TeslaSuit for about US$5,000, the price of this full-body sensing solution is still far from being accepted by the general public. .

However, the big sales of Oculus Quest2 at least allow the market to see the possibility of further rollout of VR devices. Major manufacturers including Apple are also actively preparing their first VR devices.

According to comprehensive media reports, Apple’s VR device will be the same as Quest2, which is expected to be available in 2022.

In terms of configuration, it may be equipped with a high-end processor with similar computing power as the M1 chip and a low-end processor responsible for sensors, and a super high-resolution 8K screen, supporting 5-8 external camera modules and 2 Built-in eye tracking addition module, 1-2 ToF cameras, to achieve full-color RGB influence perspective and eye tracking functions.

A fully equipped Apple VR device may be priced at US$3,000, which will be much higher than the current mainstream VR headsets on the market (US$299 to US$1,000), which is different from Quest2, which has opened the market with its cost-effectiveness. path.

Posted by:CoinYuppie,Reprinted with attribution to:https://coinyuppie.com/oculus-is-selling-well-and-apple-vr-is-also-coming-has-the-metaverse-turning-point-arrived/
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