At the recent earnings conference, HTC told the outside world that every Vive helmet was profitable. The media reported that Vive had sold 140,000 units, and in fact the sales volume was much larger.
Recently, the HTC smartphone business has not developed smoothly, and the company's financial difficulties have arisen. HTC hopes to rely on VR to turn around and resume growth. In the third quarter earnings meeting, HTC said that Vive helmet sales in the consumer and corporate markets are growing.
Chia-Lin Chang, president of HTC's smartphone networking device, responded to an analyst's question and said: "I don't know where the data for 140,000 units came from. Wang Xuehong once talked about data problems, I can tell you how she said it. Obviously, Vive sells more than 140,000 units, and the number is much larger. I can't tell you the exact number, I just hope that you don't quote the above numbers."
It’s a bit embarrassing: HTC claims that sales are larger than the numbers that appear in the report, and the company is reluctant to disclose specific figures. Zhang Jialin explained: "From the perspective of HTC, we also want to know the sales data of competitors. Others also want to know the numbers of HTC. Because of this, I can't disclose the specific figures because it can protect the interests of HTC in the long run. ,shareholder."
Previously SteamSpy published a data that 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. Since the launch of Vive, the TIlt Brush has been installed on the helmet. The installation of this software may reflect the sales of the helmet. The current number of owners of TIlt Brush implies that the Vive installed capacity is about 143,000 units, but this number may not include the 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 earnings conference: "When I last held the earnings meeting, I said that we are very satisfied with the sales of Vive. Now I can tell you that we are still very satisfied with the sales in the previous quarter. I hope the Christmas shopping season There will still be good sales, please note that it is hope, not anticipation." Zhang Jialin believes that the current VR industry is in the era of staking, he said: "I don't know if this description is correct or not." Zhang Jialin believes that HTC's VR business has just begun, which is the beginning of the era of rapid expansion.
At the meeting, Zhang Jialin once again confirmed an interesting news: every Vive is profitable. Vive sells for as much as $800, and profit seems to be taken for granted. Previously, Oculus had publicly stated that the Rift price of $600 was just balanced, and the remarks of the two companies seemed to be somewhat contradictory. The components and requirements of the two helmets are similar. If you add a $200 Touch controller, the price is almost the same.
It is speculated that HTC's operational efficiency may be higher, that is, the production and sales of Vive is more efficient. HTC manufactures Vive helmets by itself, and Oculus does not. There is also a possibility that the product was not profitable at the beginning, but as the necessary processes improved, the product finally reached a profit point. If the two companies define the cost the same, Oculus may no longer sell the product at the cost price, or never sell it at the 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 very high. There is no doubt that VR must become cheaper. Can be popularized.
Investors also want to know the price trend of Vive. HTC is not willing to talk about details. Zhang Jialin just said: "We think we have a good channel and can reduce the price of consumer products in the future. This is a long-term for HTC. Business."
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