We got some new clues about how many Quest 2 headsets Meta Platforms is selling. Today, Nikkei Asia reported that Foxconn-owned display maker Sharp is now shipping over 1 million LCD screens for VR headsets per month, which would be a substantial increase on what it was doing last year. Sharp’s reported 2021 VR revenue suggests it only shipped roughly 4 million screens in 2021.
Sharp says its biggest VR customer is Meta. So Sharp’s big boost in shipments is a strong indicator that Meta is ramping up to manufacture more headsets than the 5.3 million to 6.8 million IDC estimates it sold in 2021. That said, it’s hard to gauge how reliant Meta is on Sharp and vice versa.