VR is trending up pretty well for a new technology segment. It's following a typical adoption curve. People are mostly disappointed because they weren't expecting a typical curve, they were expecting an iPhone curve. What people have forgotten is that the iPhone isn't a segment by itself, it was just a milestone in a segment that had already been growing and developing for decades.
The Vive isn't an iPhone, it's an Apple Newton. The Index is at best a Palm Pilot. Long-term, I don't expect to see big adoption numbers this decade (possibly ever, unless they somehow solve the economic "your mansion must have a dedicated VR room" problem along with all of the technological ones).
So basically I think it'll be fine, but nothing to write home about. The underlying technology will continue to improve. There will be a few games, maybe even a high profile exclusive (yes, I have heard of Alyx, I stand by "maybe"). Headsets will continue to sell as they have. Maybe attach rates will finally get pushed above 1% (but only assuming the broader market doesn't outgrow it in the meantime).
Yeah well, that's what happens when you throw **** over the fence.
...I am, of course, talking about NVIDIA 3D Vision, which is effectively the universe for PC gaming 3D displays.
NVIDIA spent a lot of time and money developing 3D Vision and bringing display manufacturers on board, but did exactly **** all for game developers. There was never an SDK. There was not a single game that natively supported NVIDIA 3D Vision. Instead, everybody - game developers and players alike - had to settle for NVIDIA's janky ass automatic stereo. Most games were unplayable, and the rest had rendering issues serious enough to make you feel sick. Even the games in the logo program, like Borderlands, didn't work correctly out of the box: you had to follow on-screen instructions to disable effects that would make you sick. In theory Borderlands could have done this automatically, but they had no way of knowing when you were using 3D Vision BECAUSE THERE WAS NO F**KING SDK.
Now, NVIDIA actually promised an SDK. Most likely their negligent management decided to cancel SDK development after looking at the initial adoption numbers. But, ...well, like I said. That's what happens when you throw **** over the fence. Nobody wanted to buy into 3D Vision because it made you want to throw up. Game developers couldn't make games that supported 3D Vision because there was no SDK. And NVIDIA wouldn't make an SDK because people weren't buying 3D Vision.
Try not to think about this too hard while you hack away on your RTX exclusive game.