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Apple reportedly cuts Vision Pro production due to low demand

๐ŸŒˆ Abstract

The article discusses Apple's reported cuts to its Vision Pro headset shipment forecast for the rest of the year due to cooling demand.

๐Ÿ™‹ Q&A

[01] Apple's Vision Pro Headset Shipment Forecast

1. What is the updated shipment forecast for Apple's Vision Pro headset?

  • Apple has cut orders for the Vision Pro even before its launch outside the US.
  • Apple now expects to sell only around 400,000 to 450,000 units in 2024, compared to the previous "market consensus" of 700,000 to 800,000 units.
  • The demand for the $3,500 Vision Pro has dropped much lower than the company was expecting.

2. How is Apple adjusting its headset roadmap in response to the drop in demand?

  • Facing the unanticipated drop in demand, Apple is now adjusting its headset roadmap.
  • Apple may be pushing the future of a lower-cost entry mixed reality headset beyond 2025, if at all.

3. How has the performance of the Vision Pro affected the broader industry?

  • Apple is often a trendsetter in new product markets, and if the Vision Pro doesn't do well, it could leave reverberations for the whole industry.
  • Kuo believes that demands for certain VR and AR-specific components, like the Micro OLED displays, may not reach the adoption rate needed for mass production to make it into other devices.
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