Facebook was up slightly Wednesday to $240.96, while Sony shares were up 2.3% to $76.20.
Facebook's Oculus, which leads the world in virtual reality headsets by market share, is eyeing growth of at least 50% from a year ago for the latest version of its head-mounted virtual-reality devices, pushing production to two million units, according to the Nikkei Asian Review.
Sony has also raised production orders for its upcoming PlayStation 5 to around nine million units, from the roughly six million units it had planned in the spring, the publication reported, citing unnamed sources.
The PlayStation 5 is the first completely new generation of the console in seven years, after the company launched the PlayStation 4 in 2013 and an upgrade in 2016.
Facebook has about a 35% market share of the emerging VR market, and its first all-in-one VR gaming system with controllers -- Oculus Quest -- became a hit after it launched in May 2019 with a starting price of $399.
Last month, Facebook said it was dumping the Oculus Go, its entry-level self-contained virtual-reality headset launched in 2018 at a starting price of $199, in favor of the more expensive and advanced Oculus Quest and Oculus Rift.
Facebook bought VR startup Oculus for $2 billion in 2014.
The gaming industry has seen record gains due to the coronavirus pandemic and the accompanying social distancing and self-quarantine requirements.
Overall total industry consumer spending on video gaming in the U.S. reached a record $10.86 billion in the first quarter of 2020, up 9% from a year ago, according to a study by the NDP Group.