PlayStation VR2 would already have a launch window


PS VR2 would go into production very soon.

While the formal presentation of PS VR2 could take place this week, according to the latest rumors, there has also been speculation about its possible launch window. Analysts place Sony’s virtual reality glasses in the first quarter of 2023 with nearly one and a half million units ready to distribute.

“My latest supply chain check suggests that the assembler and various component suppliers of PS VR2 will begin mass production on second half of 2022 with approximately 1.5 million units,” comments TF International Securities analyst Ming-Chi Kuo through his Titter account. “Sony may launch it in the first quarter of 2023, depending on the development schedule of the titles of PS VR2 games.

“Sony’s position and resources in the games industry can accelerate AAA VR game development (for example, Horizon: Call of the Mountain), benefiting the growth of VR”. In its day, PlayStation assured that PS VR2 would go on the market along with about 20 launch gamesalthough so far only Horizon Call of the Mountain has been announced as a first party game.

As for the different component suppliers, “in the AR/VR/MR era, I think orders for aspherical lenses, Fresnel and Pancake lenses High-ASP Genius vendors, both from Apple and other vendors, will be a strong new growth driver,” says Kuo. “Other critical PS VR2 vendors worth mentioning include Goertek (assembly), SDC (OLED panel), MediaTek (processor)etc.”

I believe PS VR2 will have a good start thanks to the support of 20+ game titles from first- & third-party at launch. Sony’s position & resources in the game industry can accelerate AAA VR game development (eg, Horizon Call of the Mountain), benefiting the VR growth.

— 郭明錤 (Ming-Chi Kuo) (@mingchikuo) May 30, 2022

In addition, Genius is also the primary supplier of aspherical lenses for PS VR2. In the AR/VR/MR era, I think Genius’s high-ASP orders of the aspherical lens, Fresnel lens, and Pancake from both Apple and non-Apple will be a new robust growth driver.

— 郭明錤 (Ming-Chi Kuo) (@mingchikuo) May 30, 2022

Other critical suppliers of PS VR2 worth noting include Goertek (assembly), SDC (OLED panel), MediaTek (processor), etc.

Slide source:

— 郭明錤 (Ming-Chi Kuo) (@mingchikuo) May 30, 2022A player recovers a lost PS3 at the bottom of a swamp

PS VR2 Presentation

So far, PS VR2 has been the protagonist of several by PlayStation, but so far there has been no formal presentation reviewing its components, operation, games and, above all, release date. Next June 2nd a new State of Play will take place, we will have to be attentive.

Related topics: PlayStation


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