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MTBS3D RT @tifcagroup: Enabling Breakthrough Innovations in the #ClienttoCloud Revolution. https://t.co/dglxcxLO3D
MTBS3D RT @tifcagroup: TIFCA’s Client-to-Cloud Vision document has been published. We are meeting during #SIGGRAPH2019 to jointly address the cont…
MTBS3D It’s been a major boon for the Client-to-Cloud Revolution at #E3. #E32019 #E319 #GoogleStadia #BethesdaE3https://t.co/IqIrR81D8o
MTBS3D RT @IfcSummit: Sixth International Future Computing Summit Moves to Silicon Valley November 5-6, 2019. Open Call for Visionary Speakers and…
MTBS3D RT @GetImmersed: We’re moving to Silicon Valley! @IfcSummit November 5 & 6, 2019 at the Computer History Museum in Mountain View, CA. Call…
MTBS3D Julien Le Corre, Lead Developer at @InnerspaceVR , talked about their latest #VR escape room title The Corsair's Cu… https://t.co/uuOT6SG0NA
MTBS3D As fun as Arizona Sunshine is in traditional #VR, @Vertigo_Games took it up a notch by transforming it into a locat… https://t.co/YkGpv2wLMM
MTBS3D .@OfficialGDC would not be complete without visiting SVVR's annual #VR Mixer! In today's interview, we catch up wi… https://t.co/hibivrbYdq
MTBS3D Spencer Jackson, Software Engineer at @NordicTrack, talks about their latest iFit #VR Bike paired with an #HTCVivehttps://t.co/5b2uD9Hoa9
MTBS3D William Provancher is the CEO of @TacticalHaptics. He demonstrated their latest haptics controllers for us in this… https://t.co/Ir1Cog8bRI
MTBS3D Gaspar Ferreiro is the CEO of Project Ghost Studios. In this interview, he talks about their new Project Ghost dem… https://t.co/T2xz1VdtGI
MTBS3D .@EpicGames had loads of news to share at @OfficialGDC. Marc Petit is the General Manager of #Epic's @UnrealEnginehttps://t.co/CnqpGAB2f4
MTBS3D Chris Hook, Graphics & Visual Technologies Marketing Chief for @intel spoke to us during @OfficialGDC. We talked ab… https://t.co/ji6AKJpfwM
MTBS3D We interviewed @networknextinc at #GDC2019. They are in the business of ensuring the best connectivity and lowest l… https://t.co/87b06uMAm7

Why an HTC Vive Spin-Off Could be a Good Thing

HTC Vive Showcase at CES 2016

For a couple days, the word on the street is that HTC is contemplating the sale of their company, or...the more likely scenario...the sale of the HTC Vive business.  While we've read this rumour before, this author believes that spinning off the HTC Vive business has inherent advantages:

First, the sales expectations are in scale.  It was pure fantasy when HTC thought that the Vive and alternative to smartphone sales would account for 10% of their revenues within a year.  If it did, that would have indicated more of a problem than a benefit.  In contrast, a spun-off company living in its own ecosystem has only its straight profits and market sizes to measure against.  Yes, it can build towards mass market with time; the pressures to unrealistically do so in a spun off company are no longer the same.

Next, the Vive and the Vive's VR business and HTC may get more revenue generating clients this way.  Think about it.  If Vive is tied to the hip with HTC, their mobile solutions can only be sold to HTC.  If it's a spun-off company, they suddenly have the freedom to work with multiple smartphone makers for mobile VR and not face any conflicts of interest.  While this may or may not impact their PC VR business, it does open the door for a Vive spin-off to contract HTC to manufacture their devices.  This means VR drives revenue to HTC without the same risks.

Finally, spinning it off does make for a better defined commodity.  They've got HTC Vive devices, upcoming mobile VR devices, virtual reality arcades and supply services, an on-line content portal, ongoing content development relationships...it all makes for a pretty good sounding story.  The story may not sound the same or as poignant when intermingled with the HTC brand and its completely different set of products and markets and messaging.

Let's see how things turn out.  Your thoughts?