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Two years ago, ByteDance bought Pico<\/a>, a Chinese startup that makes VR headsets. This acquisition, according to WSJ, launched a new front in the Chinese company's competition with Meta<\/a>, whose Instagram<\/a> and Facebook services have been battling for users and advertising dollars against TikTok as the short-video app soared in popularity.
Pico's headset shipments have since jumped, turning it into a small but fast-rising No. 2 to Meta in the global market, according to industry data accessed by WSJ, even though Pico doesn't sell its consumer headsets in the US.
Mark Zuckerberg<\/a> in 2021 renamed Facebook to Meta in part to reflect his bet on the metaverse, a more immersive version of the internet<\/a> to be experienced largely through virtual-reality headsets.
The company has been spending heavily on that concept, according to WSJ. In its latest quarterly results, Meta said there were more than 200 apps on its VR devices that have generated over USD 1 million each in sales, although total revenue in Meta's Reality Labs segment was down 17 per cent in the quarter due to lower Quest 2 headset sales.
Meta held 90 per cent of the market share about a year ago, according to research firm International Data Corp.<\/a> By the third quarter of 2022--the latest period for which data is available--its market share had dropped to about 75 per cent. Market share for Pico more than tripled over the same period to about 15 per cent. No other VR headset maker held more than 3 per cent of the market.
Meta's headset shipments in the third quarter declined 48 per cent from a year earlier, IDC's data shows. ByteDance's Pico was the only headset maker to increase shipments, in a market that was estimated to be worth USD 4 billion as of 2022, WSJ said.
\"We're glad consumers have more ways to experience VR, because when they do, it helps fuel the ecosystem, which in turn encourages developers to create more great content,\" a spokeswoman for Meta said. ByteDance declined to comment for this article.
ByteDance's inroads in the virtual-reality headset market come at a tricky political time for the company. The Beijing-based business is in the crosshairs of officials and politicians who have voiced concerns the Chinese government could use TikTok data to spy on Americans, WSJ said, adding that TikTok's app has been banned on federal-government devices, while some Biden administration officials want to try to force TikTok to be sold to a US company.
Pico offers headsets for personal use in Europe and Asia, markets that have been more open to devices from Chinese companies than the US Consumers in those markets have gravitated to Pico partly in response to a USD 100 price increase Meta introduced to Quest last year, said Jitesh Ubrani, research manager at IDC. After the increase, Meta's Quest 2 costs USD 399. Pico's main consumer headset retails for roughly the equivalent of USD 450. Pico also has been available in some markets abroad where Meta's device hasn't in the past, he told WSJ.
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ByteDance,元争夺虚拟现实的市场
Pico的耳机发货量已经跳起来,把它变成一个小但没有快速增长。2元在全球市场,根据《华尔街日报》的行业数据访问,即使Pico不出售其在美国消费者的耳机。
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两年前,ByteDance购买皮科中国启动,使得虚拟现实耳机。此次收购,据《华尔街日报》,推出了一条新战线在中国公司的竞争元,他的Instagram和Facebook服务一直在争夺用户和广告收入TikTok短视频应用人气飙升。
Pico的耳机发货量已经跳起来,把它变成一个小但没有快速增长。2元在全球市场,根据《华尔街日报》的行业数据访问,即使Pico不出售其在美国消费者的耳机。
马克•扎克伯格2021年更名为Facebook元部分反映他的赌metaverse,更加身临其境的版本的互联网主要是通过虚拟现实耳机体验它。
公司支出在很大程度上,概念,根据《华尔街日报》。在其最新季度业绩,元说有超过200个应用程序在其虚拟现实设备的销售额就超过了100万美元,虽然在元总收入的现实实验室段低在一季度下降了17%,而由于追求2耳机销售。
元持有90%的市场份额大约一年前,据研究公司国际数据集团。2022年第三季度的数据可用的最新的时期——其市场份额降至约75%。市场份额Pico同期增长了两倍多至15%左右。没有其他VR耳机制造商持有超过3%的市场份额。
元的耳机在第三季度发货量较上年同期下降了48%,IDC数据显示。ByteDance Pico是唯一的耳机生产商增加出货量,在市场估计价值40亿美元的2022年,《华尔街日报》说。
“我们很高兴消费者有更多体验虚拟现实的方法,因为当他们这样做了,它帮助燃料生态系统,进而鼓励开发人员创造更多的内容,“元发言人说。ByteDance拒绝对本文置评。
ByteDance进入虚拟现实耳机市场来为公司在棘手的政治的时间。北京业务纷繁复杂的官员和政客们表示担忧,中国政府可能利用TikTok数据监视美国《华尔街日报》说,并称TikTok在联邦政府设备上的应用已经被禁止,拜登虽然一些政府官员想迫使TikTok被卖给一家美国公司。
Pico提供耳机供个人使用在欧洲和亚洲,市场已经从中国企业更加开放的设备比美国消费者在这些市场吸引Pico部分100美元价格增加元介绍去年的追求,说Jitesh Ubrani, IDC研究经理。增加后,2元的成本399美元。皮科的主要消费者耳机零售价大约相当于450美元。皮科也一直在一些海外市场元的设备还没有过去,他告诉《华尔街日报》。
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