PS VR was snapped up after it was released on October 13th, officially ringing the global VR equipment sales drum in the second half of 2016. According to Cai Zhuoyu, wearable equipment analyst at TrendForce Research Group's research brand Tuoba Industrial Research Institute, the demand for general VR equipment is worth looking forward to in the next year or two. On the contrary, the shortage of parts supply will affect the shipment of general VR equipment. Volume, where the supply of OLED panels is the biggest bottleneck for manufacturers to provide more inventory.
Since the VR equipment is a new product, problems in parts, assembly yield and production capacity will occur in the initial stage of production, resulting in tight supply at the beginning of sales. Cai Zhuoyu pointed out that now whether it is HTC Vive, Oculus Rift or Sony's PS VR, the demand is hot but the capacity is seriously insufficient. In the face of the upcoming sales season in November and December, I am afraid that each family does not have enough inventory to cope with consumption. The needs of the people.
In addition to the higher demand for OLED panels due to higher-than-expected VR demand, the introduction of smart phones into OLED panels has also significantly squeezed the supply of VR products. In addition, Daydream View launched by Google will further boost smartphones. With the use of OLED panels, Tuoba estimates that the tight supply of general VR equipment parts in the next 1-2 years may not be alleviated.
PS4 Pro assists, Sony is still the biggest winner in the VR competition
In the face of the shortage of supply in all factories, Sony, which will start selling PS4 Pro in November, will still be the biggest winner in the VR competition. With the added appeal of VR, HDR features and host revisions, Sony’s sales of consoles will hit a new high this year. It is estimated that the overall sales of PS4 will reach 18.4 million in 2016 and will grow in 2017. 15.2%, reaching 21.2 million units.
Cai Zhuoyu pointed out that not only the function of VR can promote the sales volume of Sony game consoles, but the performance improvement and hot sale of PS4 Pro will in turn increase the motivation of consumers to purchase PS VR. For Sony, consumers are concerned with PS VR. Demand will only increase upwards, but the problem of insufficient supply of related parts and components must be addressed. In contrast, competitors such as HTC Vive and Oculus Rift not only have to face the shortage of spare parts due to shortage of parts, but also have to face the raging PS VR to seize the market, and the future test will be more severe.
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