A prominent supply chain analyst claims PSVR 2 mass production will begin in the second half of this year.
Ming-Chi Kuo is a TF International Securities analyst mostly known for predicting Apple products & moves over a year in advance using his supply chain sources. In April he released a report detailing the apparent resolution and production target for Meta’s upcoming Project Cambria headset.
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
— 郭明錤 (Ming-Chi Kuo) (@mingchikuo) May 30, 2022
In a Tweet posted today Kuo claims “the assembler and several component providers” of PSVR 2 will start mass production in H2 2022 and ship 1.5 million units. Based on this, Kuo speculates Sony would be ready to launch in Q1 2023, assuming enough launch titles are available.
During a recent business briefing to investors Sony revealed PSVR 2 will launch with “20+ major first-party and third-party titles”. A “sneak peak” of at least some of these games will be shown 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 both Apple and Sony’s VR products were delayed to 2023. Young told us Sony will only have a very limited supply by year’s end, so any serious launch would have to happen in 2023. In late February, YouTube channel PSVR Without Parole claimed to have sources for PSVR 2’s launch window being Q1 2023.
Sony hasn’t yet officially announced a release window for PSVR 2, but opened signups in February to be notified when preorders launch. As such, we can’t be sure whether there is truly a delay or if 2023 was Sony’s plan all along.