Ming Chi Kuo, an analyst at Tianfeng international securities, quoted a recent supply chain survey and said: although Sony has not officially released the Playstation VR2, there are rumors that the virtual reality head display will start mass production in the second half of 2022, and the estimated shipment is about 1.5 million** Analysts mentioned in their tweets that several assemblers and parts suppliers of PS VR2 broke the news. Whether it can arrive as scheduled in the first quarter of 2023 still depends on the development progress of relevant games.
Sony announced earlier that this VR head display will come with more than 20 games from first-party and third-party developers.
Analysts also believe that PS VR2 will usher in a good start when it is released - "Sony's position and resources in the game industry are expected to accelerate the development of class 3A VR games (such as horizon: the call of the mountain), and is conducive to the development of the industry".
As for the component suppliers of PS VR2, analysts pointed out that there are six optical modules (including four 720p infrared cameras + two eye tracking sensors), and genius is the main supplier of aspheric lenses on the virtual reality head display device.
Guomingpei said: in the era of enhanced (AR) / virtual (VR) / hybrid (MR) reality, he thinks genius will greatly benefit from Apple Aspheric / Fresnel lenses from other manufacturers and high SAP orders from pancake.
Other notable PS VR2 key suppliers include GoerTek, which is responsible for assembly, Samsung display (SDC), which produces OLED panels, and MediaTek, a processor manufacturer.
As for the latest game progress plan, Sony is expected to disclose it on June 2 (including Playstation VR2 / third-party ps5 games). Interested friends can pay attention to our follow-up reports.