Tencent Digital (Yi Jing) At a recent earnings conference, HTC told the outside world that every Vive helmet was profitable, and media reports said that Vive had already sold 140,000 units, and in fact sold much more.
In the recent period of time, the HTC smart phone business has not developed smoothly and the company’s finances have been difficult. HTC hopes to rely on VR to resume its growth. At the third quarter earnings conference, HTC stated that Vive helmets are increasing in both consumer and corporate markets.
Chia-Lin Chang, president of HTC smart phone networking equipment, answered the analyst’s questions and said, “I don’t know where the 140,000 units of data come from. Wang Xuehong once talked about data issues. I can tell you what she said. Obviously, Vive has more than 140,000 units sold, and the number is much larger. I can't tell you the exact numbers. I just hope that everyone will not quote the above numbers."
It's a bit embarrassing: HTC claims that sales are larger than those in the report, and the company is reluctant to disclose specific figures. Zhang Jialin explained: “From the perspective of HTC, we also very much want to know the sales data of competitors. Others also want to know the number of HTC. Because of this, I cannot disclose specific figures because this can protect the interests of HTC from the long-term. ,shareholder."
Before SteamSpy published a data, it used bundled Vive games to hint at the installed capacity of HTC Vive, but this statistical method is not scientific and HTC has corrected it. Tilt Brush has been installed on the helmet since the listing of Vive. The installed capacity of this software may well reflect the sales volume of the helmet. The number of owners of Tilt Brush currently suggests that Vive installed capacity is about 143,000 units, but this number may not include Vive Enterprise Edition sales, and some sales may be excluded, unless the Vive helmets in all sales regions are bundled with Tilt Brush. .
Zhang Jialin said at the financial report meeting: “When I last reported on the financial report, I once said that we are very satisfied with the sales of Vive. Now I can tell you, we are still very satisfied with the sales of the previous quarter. I hope the Christmas shopping season There will still be good sales, please note that it is hope, not expectation.†Zhang Jialin believes that the current VR industry is in the era of staking and he said: “I don’t know whether this description is correct or not.†Zhang Jialin believes that HTC's VR business has just begun and is the beginning of an era of rapid expansion.
At the meeting, Zhang Jialin once again confirmed an interesting news: Every Vive is profitable. The Vive's price is as high as $800, and profits appear to be natural. Earlier, Oculus had publicly stated that the Rift’s profit and loss of $600 had just been balanced, and the remarks of the two companies appeared to be in conflict. The components and requirements of the two helmets are similar. If a $200 Touch controller is added, the price of the two is almost the same.
According to speculation, HTC's operational efficiency may be higher, that is, production and sales of Vive more efficient, HTC own manufacturing Vive helmet, Oculus is not. There is also a possibility that the initial sales of products are not profitable, but as the necessary process improves, the product eventually reaches profitability. If the two companies have the same definition of cost, Oculus may no longer sell the product at a cost price, or never sell it at a cost price.
For consumers, the problem still exists. What is the profit? The $800 is already quite high. Considering that VR products are still in the early stages of development, this price is still high. There is no doubt that VR must become cheaper to become popular.
Investors also want to know the trend of price changes in Vive, HTC is not willing to talk about details, Zhang Jialin just said: "We think we have a good channel, in the future can reduce the price of consumer products, this is a long-term for HTC Business."
Source: roadtovr
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