Oh, I totally forgot about Meta's Cambria headset...
I mean I don’t think thats a surprise. It’s the new toy, has nice features compared to Quest 2 it seems, and is a fixed hardware vs PC development.
PSVR2 is certainly the next evolution in terms of feature set and presentational quality, which is a good market for a developer to gain a footing in and be defined as a leader. Everything we know of that's in it is already known as being on the winds for VR, whether it was Sony or Meta or Valve who did it first, but it is Sony doing it first; nothing of PSVR2 to somebody familiar with VR would have them look at and say, "Wow, you can do
that with VR?!", but it's all the best version and the newest good ideas being executed in a consumer product by a company who knows consumer products. Even with the multiple products Meta has in the labs, it makes sense that PSVR2 is the fun place for developers to go next.
But also, for developers, I'm curious how much the math of the potential market is factoring in. The numbers aren't available (Meta does not reveal copies or dollars, and developers haven't given a lot of insight either, possibly by contract,) but I would take a bet that PlayStation 4 VR has still generated more money in software sales despite the phenomenon of Quest 2 as a Christmas gift and party player. PlayStation has an audience used to paying for games, and can even get game copies on store shelves (which cuts on margins but provides a better sense of presence and legitimacy, plus moves some units in pure stock.) Meta meanwhile is still trying to convince game publishers and developers that Questers are collectors and are eager to pay for VR experiences, with limited success so far outside of the hungry studios looking for any bites. PlayStation's audience is also a "smart" crowd that is picky about the perceived value of the games it invests in, and it tends to sniff out and be snooty about being first to get titles even when the quality of the game is high.
Quest's market is nothing to sneeze at, but I could see studio bosses weighing the options of Quest, PSVR2, or even Quest+PS5VR (as in starting on Quest now and adding PSVR2 versions when it launches) and just pot-committing fully to PSVR2.