DPVR designs and manufactures a range of class leading virtual reality headsets for personal or commercial use that can be used with hundreds of software applications around the world.
This analysis is interesting, but it lacks judgment based on data analysis and profit margin calculation. Currently, manufacturers of 6DOF VR all-in-one headsets are selling each unit at a loss, yes, you heard it right, they are incurring significant losses. One company in the industry expanded from 400 employees to 2000, then downsized to 200 after experiencing two years of severe loss-making investments, and now they are focusing on the B2B market. Meta's quarterly losses even exceed hardware sales by tenfold. Continuing this kind of business model is simply burning investors' money. Products like Oculus Go, with a form factor of 3DOF all-in-one headsets, have completely different use cases from products like Quest, which are 6DOF all-in-one headsets. This market does not have consumer users; it focuses on dozens of application scenarios such as education, training, healthcare, and entertainment. These scenarios demand customized products with relatively lower performance requirements. They need simple deployment and user-friendly operation. What's especially important for B2B industries is that manufacturers can develop different functions based on different scenarios and software to meet various customer needs. Moreover, over the past few years, tens of thousands of software and hardware manufacturers, content providers, and integrators have benefited from these 3DOF scenarios. They are making money; they are not incurring losses, especially not from failed products as mentioned in the article. https://lnkd.in/g2vdM9nH
it was actually my preferred head set lol! Was just wrong timing for adoption, but a very important milestone for the industry to get to where it is today!
Co-Founder / Technology Advisor
2moMost of Oculus/Meta Reality Labs judgement calls about the VR business have lacked data to back up assumptions and have paid a heavy price for this ommission!