Pico Price Hikes and the Era of HMD Price Increases — VIVE Reevaluation Begins

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Pico Price Hikes and the Era of HMD Price Increases — VIVE Reevaluation Begins

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Today I’m talking about ฟูลบอดี้แทรคกิ้ง and VR hardware pricing.

A trend has been quietly building in the industry: price increases. Pico, and likely Meta Quest, appear headed in that direction too. At the same time, I wanted to explore what this means from a ฟูลแทรคกิ้ง perspective.

This isn’t all bad news for the ฟูลแทรคกิ้ง crowd. In fact, it could mean VIVE gets a second look.

Pico Motion Trackers Going Up to Around 20,000 Yen

The Pico Motion Tracker series is expected to see price increases, reaching around 20,000 yen — roughly a 10,000 yen jump.

The primary cause is raw material costs: IMU prices rising, IMU availability tightening, and overall memory price increases. As AI server demand explodes, it’s squeezing even consumer product lines.

HMDs Are Entering a Price Increase Era Too

It’s not just Pico Motion Trackers. HMDs in general are trending upward: raw material costs, semiconductor supply constraints, AI server demand absorbing parts, and yen depreciation for the Japanese market.

Meta’s situation deserves special attention. Quest has been the “standard VR entry device” sold at remarkably low prices. But with Meta’s core SNS business struggling, continuing to sell hardware at a loss becomes unsustainable.

From a ฟูลแทรคกิ้ง Perspective, This Could Be an Opportunity

VIVE’s relative evaluation is about to rise.

VIVE has long held the position of ฟูลแทรคกิ้ง’s gold standard. Base station tracking offers the highest precision and lowest drift in the ฟูลแทรคกิ้ง world.

But consumer perception was harsh: “expensive but mediocre lenses,” “expensive but complicated setup.” This was largely because competitors (especially Meta) were strategically underpricing, making VIVE look expensive by comparison.

When Quest and Pico raise prices and the gap with VIVE narrows, “VIVE is too expensive” gradually becomes relative. Some who chose “cheap Quest over expensive VIVE” might think “at similar prices, I’ll choose VIVE for better ฟูลแทรคกิ้ง.”

This is a quietly significant change for the entire ฟูลแทรคกิ้ง industry.

VIVE Has the Technology to “Build Affordably for the Long Term”

HTC, which owns VIVE, may not be flashy, but they have solid capabilities in continuous cost reduction. Particularly with base station manufacturing costs.

As the industry trends toward price increases, VIVE gaining relative price competitiveness is a notable factor.

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