Sometimes demand levels off and/or there need to be easier ways to purchase an item.
Per noted analyst Ming-Chi Kuo, Apple has reduced its orders for Apple Vision Pro parts and assemblies, with the cut in shipments said to indicate lower demand for Apple’s headset than previously thought.
While the launch of the Apple Vision Pro in the United States was a success, and shipment estimates in February proved far better than Apple’s original estimate, demand seems to have lowered considerably as Apple prepares to move towards international sales for the wearable headset.
According to TF Securities analyst Ming-Chi Kuo on Tuesday, Apple has cut its shipment orders for the Apple Vision Pro in 2024 down to between 400,000 and 450,000 units. This is said to be far below the market consensus for shipments at 700,000 to 800,000 units.
It’s unknown as to the exact circumstances Kuo might be concerned about, and potential shifts in the supply chain could be part of this.
Where international markets are concerned, China is expected to receive the device as part of the first wave of the sales expansion.
Apple is also reportedly changing it product roadmap for the device given demand changes, and it’s currently theorized that the next iteration of the Apple Vision Pro may not arrive in 2025 after all.
In January, it was estimated that Apple had sold 200,000 Apple Vision Pro units, reportedly more than expected. Return rates still approximate the non-Pro iPhone return rate.
Stay tuned for additional details as they become available.
Via AppleInsider