Apple analyst Ming-Chi Kuo says Apple won't be able to produce as many Vision Pros as the market expects. In addition, the company may cancel the low-priced entry model that was planned for release in 2025.
In a blog post, the analyst said that based on some component suppliers' estimates of maximum production capacity, shipments of Vision Pro in 2024 will be 400,00 - 600,00 units at most, which is less than the market expectation of more than 1 million units.
While Apple CEO Tim Cook has said that Vision Pro will launch in early 2024, the device is likely to be hard to find even in the US. This could result in Vision Pro not being released in many countries initially.
The cheap Vision Pro may have been canceled!
Kuo also believes that Apple may have canceled plans for a cheaper Vision Pro version that was expected to launch in 2025. "Unless Apple significantly lowers the price of the Vision Pro, the expected significant increase in Vision Pro sales from 2025 may not materialize," Kuo warns.
However, the second-generation Apple Vision Pro could enter mass production in the first half of 2027 at the latest, suggesting that there may not be any hardware updates for the Vision Pro next year.
Critical statement from Apple Vision Pro management! Two bad news at once!
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