A prominent supply chain analyst claims that mass production of PSVR 2 will begin in the second half of this year.
Ming-Chi Kuo is a TF International Securities analyst best known for predicting Apple’s products and movements more than a year in advance using his supply chain sources. In April, it released a report detailing the apparent resolution and production target for Meta’s upcoming Project Cambria headset.
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My latest supply chain check suggests that the assembler and several component suppliers of PS VR2 will begin mass production with around 1.5 million units shipping in 2H22. Sony could launch it in 1Q23, depending on the development schedule for PS VR2 game titles. pic.twitter.com/NIqFgg4Kjl— 郭明錤 (Ming-Chi Kuo) (@mingchikuo) May 30, 2022
In a Tweet posted today Kuo claims that PSVR 2’s “assembler and several component suppliers” will begin mass production in the second half of 2022 and ship 1.5 million units. Based on this, Kuo assumes that Sony would be ready to launch in Q1 2023, assuming enough launch titles are available.
During a recent business briefing for investors, Sony revealed that PSVR 2 would launch with “over 20 major first-party and third-party titles.” A “taste” of at least some of these games will be featured in the State Of Play presentation next week.
Kuo isn’t the first analyst to suggest PSVR 2 won’t launch this year. Last month, Ross Young, CEO of Display Supply Chain Consultants, tweeted that Apple and Sony’s VR products had been delayed to 2023. Young told us that Sony would only have a very limited supply between now the end of the year, so any serious launch should take place in 2023. At the end of February, the YouTube channel PSVR Without Parole claimed to have sources for the launch window of PSVR 2 in the first quarter of 2023.
Sony has yet to officially announce a release window for PSVR 2, but opened registrations in February to be notified when pre-orders launch. As such, we can’t be sure if there really is a delay or if 2023 was Sony’s plan all along.
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