I can see where your opinions are formed. I understand them anyway.
But truth be known, VR hasn't a install base of hardware yet. !0-25M is only a starting point.
We need to see 150-250M units out there (WW).
And that is not going to change till the pricing comes a little more in reach for common folks.
Lets face it, to get someone to spend $500 or more on a complete set-up, there needs to be a couple of apps that are pretty compelling.
So with the hardware in a bit of a limited state, so does the software for those compelling experiances.
It's not to infer that this is not growing. Just not at a rate most of us would like to see.
I honestly believe some of these stand-alones in the price range of $350 are going to change that when they get here. And you always have the high end Vive as a better example of what can be done.
Let's not forget a lot of the hardware that was shown in 'peek-a-boo' form is yet to be released this year and a lot of it in the coming month or two.
So when you look at AR, how can you think that it is going to fly or shine any time soon.
The install base of hardware is almost non-existent.
I still contend that the tech is moving well, just not as fast as most of us had believed.
Everyone knows I have always tried to calm those with hyped expectations but even I am a bit disappointed in the speed of this. Just the same it is still clear to me what must happen to get to that growth level we are expecting.
But keep your eyes on the news over the next few months for the latest hardware in both VR and AR.
I believe it will at least be getting the attention it deserves. And we can only hope for some compelling content to go with some of that new hardware.
I am still interested in 4thQ sales for last year. Good hard numbers, not estimates.
I'm quite busy as of late so if someone catches those reports, please post a link.
Our expectations, like that of a large part of the market, were not realistic.
If we analyze it with serenity it is possible that things are going in the best possible way.
Objectively, I think, that the fact that great players have entered the VR is what guarantees the development of the VR.
An example, if Facebook had not purchased Oculus, it is possible that the latter had not resisted in the market and would have broken like so many startups that have had to close in these early years for lack of profitability.
Only the big ones can provide the resources to advance in these difficult moments for technology.
But keep in mind that there are the main technological companies in the world pushing the VR and soon you will see great results.
Patience, we've spent the worst, I'm convinced, and results will come soon.
On the other hand we must not lose sight of mobile augmented reality, this is what, at first, is what will reach the masses. There are hundreds of millions of smartphones ready for it and, we must not forget the bet that mobile manufacturers are going to make for it.
It is possible that in the Mobile World Congress this year, in a few weeks, we will see news.
I remember this news:
https://www.cnbc.com/2018/11/14/huawei-augmented-reality-ar-glasses.html
Good luck to all, I hope to see many of your sales published in the coming months.