I see no way this sells any better than the Oculus, which is abysmal. We have about a 50/50 return rate with the Oculus, or it sits in the plastic wrap on the shelf collecting dust for over half a year until an employee gets it dirt cheap in an idle inventory adjustment to flush it out the door. Also, Games are short and overpriced.
Also, how is this better than a smartphone, tablet, or even a TV?
Playstation VR I had a very basic issue: After a while, my arms got tired and all I really wanted to do was play games with a controller on a large TV. Same with media consumption.
I am really trying to understand why Meta, Google, and Apple all seem to think AR/VR is NOT a niche industry with a very solid ceiling beyond which growth is impossible.
Google Glass may have been early, but if the concept is so appealing to over 50% of the human race, why have we seen only Sony and Oculus make it to market since Google Glass despite the technology obviously catching up?
I really do not see a huge market for these goggles. They're obviously going to be illegal to use while driving a motor vehicle. No one wants to look like a bunch of idiots walking around looking like goofy morons on the street, so that's not in the cards. And I have a big screen TV with better methods of input (controller/keyboard and mouse), so it's a very specific use case in the house for a very specific experience.
But then I have to add one last thing: I and a good chunk of the human race get claustrophobic and get motion sickness from these goggles, which automatically rules me out of ever making a purchase, even if I remotely found the experience interesting beyond a try it once just to see. That's a lot of customers you won't be able to sell to. Along with the weight causing neck cramps, headaches, etc. They will need to seriously design around this.
I am sorry if you're an AR/VR fan, but I work in selling electronics and VR is not a hit. In fact, most people complain about having to take multiple breaks because the games wear them out and they'd prefer and mouse and keyboard or controller. And then they walk out with a PS4/5 or Xbox. Then we put the Oculus back on the shelf and it's used, and it sits there for about 3 months collecting dust until the process repeats itself. PS VR has a better stay rate due to Sony investing REAL money into great titles and content as well as tie ins to AAA titles such as a side story, etc for the device instead of mediocre ports for a cash grab at a ridiculously inflated price.
I definitely see a way this sells more than Oculus. For starters, Apple is not Meta. Their user bases couldn't be more different. Apple knows they have enough of a bleeding edge (aka: rabid) user base that will jump in on v1 (regardless of price, features, etc.) to likely justify the undoubtedly significant R&D for such an endeavor. If &D isn't recouped with v1, certainly by v2 they will.
Secondly, Apple's ecosystem is also a significant difference here. Their HUD will only, and obviously, slide right into the mix, adding some additional features to their ecosystem previously not possible. As the category matures, you can bet the farm we'll see tiers to their HUD: SE, Air, regular, Pro, Max, Ultra - whatever. HUDs for all! 🤪
Additionally, just because Meta didn't
get it right, has absolutely zero bearing on the category's overall potential. Like, none. The category is in it's infancy - I'd argue it's still gestating in the womb. Meta's vision of the Metaverse is, unsurprisingly, missing the point completely. The potential here seems less about being taken away to another place and much more about how we interface with our current spaces. Sure, entertainment will likely be the port of entry to the platform, I get that. But the bigger picture seems more about how we interface with technology. I see VR more as an evolution of the keyboard, the mouse, trackpad and touch. Can completely see where some form of HUD + gestures will replace computer monitors. Why be limited to a 27" monitor when you can have your entire field of vision, x-axis included, as your monitor?
Anyway, there is definitely a category here. One that is merely beginning. Whether you agree, or not, want it or not, can see it or not, it is inevitable. This is actually not being built for you, or me - our time, our marketability, has runs its course. This is being built for current kindergarteners who will one day not crack open a laptop to go to work, but strap on some goggles or glasses and go to work. Should be interesting to see how this unfolds.