Autumn is the harvest season, so PICO and Meta, leaders in the domestic and foreign XR industry, have released products to show consumers the results they have achieved in the past year. The differences in their strategies can be seen from the products. This issue of Sharp Commen

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Autumn is the harvest season, so pico and meta, the leaders in the xr industry at home and abroad, have released products one after another to show consumers the results they have achieved in the past year. From the products, you can get a glimpse of the differences between the two strategies. In this issue Rui Ping, let’s start here.

Autumn is the harvest season, so PICO and Meta, leaders in the domestic and foreign XR industry, have released products to show consumers the results they have achieved in the past year. The differences in their strategies can be seen from the products. This issue of Sharp Commen - Lujuba1

picoLeft: Profitability and Innovation

On August 20, pico 4 ultra was officially released, with the consumer version priced at 4,299 yuan and the enterprise version priced at 7,499 yuan. Compared with the previous generation of pico 4 pro, pico 4 ultra has completely upgraded the chip, connection method, charging power, handle, and partially upgraded the interpupillary distance adjustment, audio, memory, and the flash memory and battery capacity have shrunk. The camera configuration of the pico 4 ultra can bring a better MR experience, while the camera configuration of the pico 4 pro tends to bring a convenient VR experience.

Combining the appearance of the two, the front panel of pico 4 ultra has a "slit" compared to the front of pico 4 pro, and two color cameras and one itof camera are inserted into it. It is an mr device. , compared to pico 4 ultra, pico 4 pro is a VR device with a complete front.

Autumn is the harvest season, so PICO and Meta, leaders in the domestic and foreign XR industry, have released products to show consumers the results they have achieved in the past year. The differences in their strategies can be seen from the products. This issue of Sharp Commen - Lujuba

pico 4 ultra is also 500 yuan more expensive than pico 4 pro.

If you evaluate pico 4 ultra from a layman's perspective, many people will think that this product will not be able to sell well because the price is too high. The pricing of pico 4 ultra is completely official.

If you evaluate pico 4 ultra from the perspective of an industry insider, it is a product that pursues profitability, selects users, and leaves ample room for development in the industry. (For details, please see our previous report "Is 4,299 Yuan Expensive? Interpretation of the Deep Logic Behind the Pricing of Pico 4 Ultra" )

Autumn is the harvest season, so PICO and Meta, leaders in the domestic and foreign XR industry, have released products to show consumers the results they have achieved in the past year. The differences in their strategies can be seen from the products. This issue of Sharp Commen - Lujuba

Here we focus on the pursuit of profitability. As we all know, in the year or two after being acquired by ByteDance, ByteDance is quite "favored" by Pico, giving it sufficient budget to quickly expand its market share, so Pico has the confidence to sell hardware at a loss. Someone close to Pico revealed that every time Pico sells a machine, the hardware loss of a single machine is almost more than 1,000 yuan, not counting the expenses of offline stores.

spent a lot of money. Although it established Pico's dominance in the domestic VR market, it still failed to mature the VR market. So ByteDance became "discouraged" and not only cut Pico's budget, but also said it was "gradually giving up." pico business” news. Although the official refuted the rumors, it gave Pico a sense of crisis.

Autumn is the harvest season, so PICO and Meta, leaders in the domestic and foreign XR industry, have released products to show consumers the results they have achieved in the past year. The differences in their strategies can be seen from the products. This issue of Sharp Commen - Lujuba

pico urgently needs to prove its profitability and innovation capabilities to ByteDance, So starting from pico 4 pro, we have seen the prices of pico products soar. High prices mean huge profit margins, and pico 4 ultra continues the trend of pico. 4 pro’s high price strategy.

At the same time as the pico 4 ultra was released, it also innovatively launched the pico motion tracker, which adopts a lightweight design and has a built-in multi-modal fusion tracking solution. The total weight of the base and the main body is about 27g. It supports automatic pairing at startup. Users can wear 2 A leg tracker that can achieve 6dof motion capture of 24 skeletal nodes throughout the body. According to officials, the pico motion tracker has a full-body motion capture delay of about 20 milliseconds, an average position error of about 5 centimeters, an average angle error of about 6 degrees, a pedal recognition accuracy of ≥98%, and a battery life of more than 25 hours.

Autumn is the harvest season, so PICO and Meta, leaders in the domestic and foreign XR industry, have released products to show consumers the results they have achieved in the past year. The differences in their strategies can be seen from the products. This issue of Sharp Commen - Lujuba

The price of 399 yuan for the Pico motion tracker not only reflects Pico’s innovative capabilities, but if successful, it will lead the development of the industry and allow Pico to make a little money by selling VR accessories. If it fails, it will prove to the industry that motion trackers are not going anywhere and warn peers not to make similar products.

Autumn is the harvest season, so PICO and Meta, leaders in the domestic and foreign XR industry, have released products to show consumers the results they have achieved in the past year. The differences in their strategies can be seen from the products. This issue of Sharp Commen - Lujuba2

metaTo the right: regressive and conservative

On September 26, meta officially released the VR head display Quest 3s and the AR glasses code-named Orion. The former is priced at US$299.99 and is now available for pre-order. It will be officially launched on October 15. The official price has not been announced.

Autumn is the harvest season, so PICO and Meta, leaders in the domestic and foreign XR industry, have released products to show consumers the results they have achieved in the past year. The differences in their strategies can be seen from the products. This issue of Sharp Commen - Lujuba

Judging from the configuration, the quest 3s released in 2024 is actually the "stitched monster" between quest 3 and quest 2. It has the performance and full-color perspective of quest 3, as well as the price advantage of quest 2. Considering that It is a product released in 2024, and its comprehensive strength is actually not as good as the Quest 3 in 2023. It can be said to be a setback. The overall strength of quest 3 is not as good as quest pro, which will be released in 2022. From this point of view, the VR products launched by meta in the past two or three years have always been "reversing" and have no pursuit at all.

Autumn is the harvest season, so PICO and Meta, leaders in the domestic and foreign XR industry, have released products to show consumers the results they have achieved in the past year. The differences in their strategies can be seen from the products. This issue of Sharp Commen - Lujuba

Let’s take a look at the ar glasses that meta spent nearly 10 years and more than 5 billion US dollars to develop - codenamed Orion. Compared with ar glasses on the market, its advantages are light weight and large FOV, but its disadvantage is that the manufacturing cost is too high The process is complex, so Meta has decided not to put it on the market for the time being. According to meta executives, the manufacturing cost of each Orion is approximately US$10,000 (approximately RMB 70,000).

Autumn is the harvest season, so PICO and Meta, leaders in the domestic and foreign XR industry, have released products to show consumers the results they have achieved in the past year. The differences in their strategies can be seen from the products. This issue of Sharp Commen - Lujuba

In other words, Orion is just a "show-off" that Meta shows to the world. Its strength in all aspects is still inferior to the ar glasses products that have been launched.

For example, in terms of weight, Orion did not integrate its computing power module into the glasses, but placed it on a device similar to an AR host, giving it a weight advantage. If Thunderbird X2 adopts a similar solution, Orion's weight advantage may no longer exist.

Autumn is the harvest season, so PICO and Meta, leaders in the domestic and foreign XR industry, have released products to show consumers the results they have achieved in the past year. The differences in their strategies can be seen from the products. This issue of Sharp Commen - Lujuba

For example, fov, the 70° fov that Orion is proud of, the current Magic Leap 2 can already achieve, and the latter has been on the market for more than two years, and Orion has not yet reached mass production.

From this point of view, Orion is not top-notch in all aspects, but it seems a bit conservative. Generally speaking, the parameters of items that cannot be mass-produced are very radical.

Autumn is the harvest season, so PICO and Meta, leaders in the domestic and foreign XR industry, have released products to show consumers the results they have achieved in the past year. The differences in their strategies can be seen from the products. This issue of Sharp Commen - Lujuba3

is written at the end

Before the release of Quest 3s and Orion, someone asked Meta Chief Technology Officer Andrew Bosworth on Instagram: Will Meta follow Pico in providing a similar motion tracker?

In this regard, Andrew Bosworth said that Meta currently has no plans. Unless Pico can prove to Meta that the motion tracker has commercial value and can achieve breakthrough market success, Meta will not launch similar products.

Autumn is the harvest season, so PICO and Meta, leaders in the domestic and foreign XR industry, have released products to show consumers the results they have achieved in the past year. The differences in their strategies can be seen from the products. This issue of Sharp Commen - Lujuba

In other words, meta is waiting to see the market reaction of pico’s launch of the product as to whether to make a motion tracker. If pico falls into a trap, there is no need for meta to step into the trap again.

Let’s look at the VR headsets and AR glasses released by Meta. The products are retrogressive and conservative. Compared with Pico, which is busy making profits and innovating, the difference is really huge.

Autumn is the harvest season, so pico and meta, the leaders in the xr industry at home and abroad, have released products one after another to show consumers the results they have achieved in the past year. From the products, you can get a glimpse of the differences between the two strategies. In this issue Rui Ping, let’s start here.

Autumn is the harvest season, so PICO and Meta, leaders in the domestic and foreign XR industry, have released products to show consumers the results they have achieved in the past year. The differences in their strategies can be seen from the products. This issue of Sharp Commen - Lujuba1

picoLeft: Profitability and Innovation

On August 20, pico 4 ultra was officially released, with the consumer version priced at 4,299 yuan and the enterprise version priced at 7,499 yuan. Compared with the previous generation of pico 4 pro, pico 4 ultra has completely upgraded the chip, connection method, charging power, handle, and partially upgraded the interpupillary distance adjustment, audio, memory, and the flash memory and battery capacity have shrunk. The camera configuration of the pico 4 ultra can bring a better MR experience, while the camera configuration of the pico 4 pro tends to bring a convenient VR experience.

Combining the appearance of the two, the front panel of pico 4 ultra has a "slit" compared to the front of pico 4 pro, and two color cameras and one itof camera are inserted into it. It is an mr device. , compared to pico 4 ultra, pico 4 pro is a VR device with a complete front.

Autumn is the harvest season, so PICO and Meta, leaders in the domestic and foreign XR industry, have released products to show consumers the results they have achieved in the past year. The differences in their strategies can be seen from the products. This issue of Sharp Commen - Lujuba

pico 4 ultra is also 500 yuan more expensive than pico 4 pro.

If you evaluate pico 4 ultra from a layman's perspective, many people will think that this product will not be able to sell well because the price is too high. The pricing of pico 4 ultra is completely official.

If you evaluate pico 4 ultra from the perspective of an industry insider, it is a product that pursues profitability, selects users, and leaves ample room for development in the industry. (For details, please see our previous report "Is 4,299 Yuan Expensive? Interpretation of the Deep Logic Behind the Pricing of Pico 4 Ultra" )

Autumn is the harvest season, so PICO and Meta, leaders in the domestic and foreign XR industry, have released products to show consumers the results they have achieved in the past year. The differences in their strategies can be seen from the products. This issue of Sharp Commen - Lujuba

Here we focus on the pursuit of profitability. As we all know, in the year or two after being acquired by ByteDance, ByteDance is quite "favored" by Pico, giving it sufficient budget to quickly expand its market share, so Pico has the confidence to sell hardware at a loss. Someone close to Pico revealed that every time Pico sells a machine, the hardware loss of a single machine is almost more than 1,000 yuan, not counting the expenses of offline stores.

spent a lot of money. Although it established Pico's dominance in the domestic VR market, it still failed to mature the VR market. So ByteDance became "discouraged" and not only cut Pico's budget, but also said it was "gradually giving up." pico business” news. Although the official refuted the rumors, it gave Pico a sense of crisis.

Autumn is the harvest season, so PICO and Meta, leaders in the domestic and foreign XR industry, have released products to show consumers the results they have achieved in the past year. The differences in their strategies can be seen from the products. This issue of Sharp Commen - Lujuba

pico urgently needs to prove its profitability and innovation capabilities to ByteDance, So starting from pico 4 pro, we have seen the prices of pico products soar. High prices mean huge profit margins, and pico 4 ultra continues the trend of pico. 4 pro’s high price strategy.

At the same time as the pico 4 ultra was released, it also innovatively launched the pico motion tracker, which adopts a lightweight design and has a built-in multi-modal fusion tracking solution. The total weight of the base and the main body is about 27g. It supports automatic pairing at startup. Users can wear 2 A leg tracker that can achieve 6dof motion capture of 24 skeletal nodes throughout the body. According to officials, the pico motion tracker has a full-body motion capture delay of about 20 milliseconds, an average position error of about 5 centimeters, an average angle error of about 6 degrees, a pedal recognition accuracy of ≥98%, and a battery life of more than 25 hours.

Autumn is the harvest season, so PICO and Meta, leaders in the domestic and foreign XR industry, have released products to show consumers the results they have achieved in the past year. The differences in their strategies can be seen from the products. This issue of Sharp Commen - Lujuba

The price of 399 yuan for the Pico motion tracker not only reflects Pico’s innovative capabilities, but if successful, it will lead the development of the industry and allow Pico to make a little money by selling VR accessories. If it fails, it will prove to the industry that motion trackers are not going anywhere and warn peers not to make similar products.

Autumn is the harvest season, so PICO and Meta, leaders in the domestic and foreign XR industry, have released products to show consumers the results they have achieved in the past year. The differences in their strategies can be seen from the products. This issue of Sharp Commen - Lujuba2

metaTo the right: regressive and conservative

On September 26, meta officially released the VR head display Quest 3s and the AR glasses code-named Orion. The former is priced at US$299.99 and is now available for pre-order. It will be officially launched on October 15. The official price has not been announced.

Autumn is the harvest season, so PICO and Meta, leaders in the domestic and foreign XR industry, have released products to show consumers the results they have achieved in the past year. The differences in their strategies can be seen from the products. This issue of Sharp Commen - Lujuba

Judging from the configuration, the quest 3s released in 2024 is actually the "stitched monster" between quest 3 and quest 2. It has the performance and full-color perspective of quest 3, as well as the price advantage of quest 2. Considering that It is a product released in 2024, and its comprehensive strength is actually not as good as the Quest 3 in 2023. It can be said to be a setback. The overall strength of quest 3 is not as good as quest pro, which will be released in 2022. From this point of view, the VR products launched by meta in the past two or three years have always been "reversing" and have no pursuit at all.

Autumn is the harvest season, so PICO and Meta, leaders in the domestic and foreign XR industry, have released products to show consumers the results they have achieved in the past year. The differences in their strategies can be seen from the products. This issue of Sharp Commen - Lujuba

Let’s take a look at the ar glasses that meta spent nearly 10 years and more than 5 billion US dollars to develop - codenamed Orion. Compared with ar glasses on the market, its advantages are light weight and large FOV, but its disadvantage is that the manufacturing cost is too high The process is complex, so Meta has decided not to put it on the market for the time being. According to meta executives, the manufacturing cost of each Orion is approximately US$10,000 (approximately RMB 70,000).

Autumn is the harvest season, so PICO and Meta, leaders in the domestic and foreign XR industry, have released products to show consumers the results they have achieved in the past year. The differences in their strategies can be seen from the products. This issue of Sharp Commen - Lujuba

In other words, Orion is just a "show-off" that Meta shows to the world. Its strength in all aspects is still inferior to the ar glasses products that have been launched.

For example, in terms of weight, Orion did not integrate its computing power module into the glasses, but placed it on a device similar to an AR host, giving it a weight advantage. If Thunderbird X2 adopts a similar solution, Orion's weight advantage may no longer exist.

Autumn is the harvest season, so PICO and Meta, leaders in the domestic and foreign XR industry, have released products to show consumers the results they have achieved in the past year. The differences in their strategies can be seen from the products. This issue of Sharp Commen - Lujuba

For example, fov, the 70° fov that Orion is proud of, the current Magic Leap 2 can already achieve, and the latter has been on the market for more than two years, and Orion has not yet reached mass production.

From this point of view, Orion is not top-notch in all aspects, but it seems a bit conservative. Generally speaking, the parameters of items that cannot be mass-produced are very radical.

Autumn is the harvest season, so PICO and Meta, leaders in the domestic and foreign XR industry, have released products to show consumers the results they have achieved in the past year. The differences in their strategies can be seen from the products. This issue of Sharp Commen - Lujuba3

is written at the end

Before the release of Quest 3s and Orion, someone asked Meta Chief Technology Officer Andrew Bosworth on Instagram: Will Meta follow Pico in providing a similar motion tracker?

In this regard, Andrew Bosworth said that Meta currently has no plans. Unless Pico can prove to Meta that the motion tracker has commercial value and can achieve breakthrough market success, Meta will not launch similar products.

Autumn is the harvest season, so PICO and Meta, leaders in the domestic and foreign XR industry, have released products to show consumers the results they have achieved in the past year. The differences in their strategies can be seen from the products. This issue of Sharp Commen - Lujuba

In other words, meta is waiting to see the market reaction of pico’s launch of the product as to whether to make a motion tracker. If pico falls into a trap, there is no need for meta to step into the trap again.

Let’s look at the VR headsets and AR glasses released by Meta. The products are retrogressive and conservative. Compared with Pico, which is busy making profits and innovating, the difference is really huge.

text/Doflamingo

(The pictures in this article are all from the Internet)

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