Meta: 64% Apple 16% Pico and Sony disappearing. Others rising from the shadows. This is based on @CounterPointTR research.

  • @fer0nM
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    4 months ago

    What exactly are they measuring? Active users? Devices sold in that quarter? 16% seems insanely high for the Vision Pro.

    Some back of the napkin math: just between Meta and Apple, to get to 16% it would have to be something like Meta 1 000 000 and Apple 200 000. But afaik Meta has sold over 20M Quest 2/Pros and at least 1M Quest 3s. Apple apparently can’t produce more than 400 000 in the entire year. That would mean 98% Meta and <2% Apple.

    I guess it has to be devices sold in that quarter, which sounds more plausible.