Supply chain analysts claim Quest 3 demand is well below initial forecasts

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Supply chain analysts claim Quest 3 demand is well below initial forecasts

供应链分析师郭明池(Ming-Chi Kuo)声称Meta计划销售的Quest 3头戴设备数量要比最初预测的少得多。

In his latest report on Meta's augmented reality/virtual reality division, Ming-Chi Kuo said that the original forecast for the Quest 3 was to sell 7 million units by the end of the year, but that has now been revised down to 2.5 million units.

On the Meta store and most online retailers, the 128GB Quest 3 model is still available for delivery the week of launch, indicating that demand is at least not higher than expected, although in some regions there will be a two-week wait for the 512GB model.

Quest 2 launched at a price of $300 and sold more than all its predecessors combined, becoming the first mainstream VR headset, reportedly selling around 20 million units.

Quest 3 has major improvements compared to its predecessor: the headset is 40% thinner, the lens is clearer, the GPU performance is more than twice as high, a relatively high-resolution color perspective function, a ring-free controller, and more. It even promises a whole new experience with mixed reality capabilities, compared to the previousQuest 2can not achieve.

But all of these upgrades come at a price, and the Quest 3 starts at $500. That's significantly more expensive than the Quest 2, putting it into a different pricing bracket, and one that's still expensive for some who might be willing to pay $300, or even the Quest 2's $350 launch price when accounting for inflation.

Meta's Quest Pro, launched last year at $1,500, did poorly and had to drop the price to $1,000 just four months later.

Quest 3's low sales may not be a stumbling block to Meta's long-term extended reality strategy. According to an internal roadmap leaked to The Verge earlier this year, Meta has plans to release a more affordable headset in 2024, priced at "the most attractive price point in the consumer VR market."

source:uploadvr

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