A famous analyst analyzes that the new VR 'PlayStation VR 2' for PS5 will start mass production within the year and will be released in early 2023

Sony Interactive Entertainment (SIE), which is in charge of development and sales of the PlayStation brand, announced the next-generation VR system ' PlayStation VR2 (PS VR2)' for PlayStation 5 (PS5) in January 2022, and the final in February. The design image is open to the public. Hong Kong-based supply chain analyst Minchey Kuo reports that PS VR2 is expected to be mass-produced in the second half of 2022, with approximately 1.5 million units in production around the first quarter of 2023.

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My latest supply chain check suggests that the assembler and several component providers of PS VR2 will start mass production with about 1.5M units shipments in 2H22. Sony may launch it in 1Q23, depending on the development schedule of PS VR2 game titles. Pic.twitter .com / NIqFgg4Kjl

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

Kuo: PSVR 2 Mass Production To Start H2 2022
https://uploadvr.com/kuo-psvr-mass-production-h2-2022/

In a tweet posted by Mr. Kuo on May 30, 2022, PS VR2 is predicted to be mass-produced about 1.5 million units in the second half of 2022 due to movements in the supply chain such as PS VR2 middlemen and multiple parts producers. doing. Mr. Kuo also predicts that PS VR 2 will be released around the first quarter of 2023, but this depends on the development schedule of the launch title of PS VR 2.

Kuo went on to say, 'When PS VR2 goes on sale, more than 20 launch games will be released, so I think we can get off to a good start. Sony's position and resources in the gaming industry are AAA VR games (announcement). We can accelerate the development of games that have great significance for VR works, such as the already- made Horizontal Call of the Mountain ), and contribute to the growth of VR. '

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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.

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

Regarding the release date of PS VR2, Ross Young, who is the representative of the display supply chain consultant, also wrote on his YouTube channel in February 2022, 'I think that the supply of displays is very limited until the end of 2022. The release of PS VR 2 will be delayed until the first quarter of 2023. '

Mr. Kuo also touches on the growth forecast of the production market by mass production and release of PS VR 2. Notable hardware of PS VR 2 is the use of optical modules that PS VR did not have, and a company called Genius, a major supplier of lenses for this purpose, is a company that will lead the growth of AR, VR and MR. Kuo says that it will be.

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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.

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