Some critical updates on the sales/shipments of AR/VR headset devices:

- Sony has cut its 2023 production plan for the PS VR2 by about 20%.
- The product lifecycle shipment for Meta’s Quest Pro is only around 300,000 units.
- Pico (China’s largest AR/VR headset brand) shipments in 2022 were more than 40% lower than expected.


Conclusion:

- There is currently insufficient evidence to suggest that AR/VR headsets can become the next star product in consumer electronics in the foreseeable future.
- Apple’s announcement event is likely the last hope for convincing investors that the AR/MR headset device could have a chance to be the next star product in consumer electronics.
- The current market consensus may overestimate AR/VR headset devices’ contribution to key component suppliers over the next few years, particularly in the optical-related.

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