Meta: 64% Apple 16% Pico and Sony disappearing. Others rising from the shadows. This is based on @CounterPointTR research.
Relative market share says little… what about total numbers? Is the XR market still growing? The apparent failure of PSVR2 seems to say no and that a $3000 Apple headset can get 16% market share also says that the rest of the market isn’t healthy.
What exactly are they measuring? Active users? Devices sold in that quarter? 16% seems insanely high for the Vision Pro.
Some back of the napkin math: just between Meta and Apple, to get to 16% it would have to be something like Meta 1 000 000 and Apple 200 000. But afaik Meta has sold over 20M Quest 2/Pros and at least 1M Quest 3s. Apple apparently can’t produce more than 400 000 in the entire year. That would mean 98% Meta and <2% Apple.
I guess it has to be devices sold in that quarter, which sounds more plausible.
They are measuring shipments in the quarter here is a link to the original article. https://www.counterpointresearch.com/insights/global-xr-ar-vr-headsets-market-share/
Thanks :) Would be interesting to see how that changes over time.
