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Well, he does have one point: VR is not selling very well. In fact, PSVR is still doing the bulk of the sales, though the competition is expected to overtake Sony in the near future:
https://www.statista.com/statistics/671403/global-virtual-reality-device-shipments-by-vendor/

In 2017, PSVR accounted for almost half of all VR sets, while in 2019 it's expected to only sell less than one third, with Oculus apparently catching up fast. But that still accounts to a very small market.

Also, I can't understand their outlook:

https://www.statista.com/statistics/591181/global-augmented-virtual-reality-market-size/

So, the market is stagnant for 4 years now but they expect it to be 10x larger in 2022 than their (already optimistic imo, especially for Oculus) 2019 prediction? Doesn't make much sense to me, but okay I guess?

Last edited by Bofferbrauer2 - on 05 April 2019