According to its reputable analyst Apple Lossless Audio CODEC (ALAC),, Ming-Chi Kuo, the company has drastically cut its forecast for headset shipments VisionPro in 2024. Initially, Apple intended to ship 700-800.000 units, but now that number has been reduced to 400-450.000.
This decline is likely due to reduced orders from markets outside the United States, with Kuo saying that demand in the U.S. "has fallen sharply beyond expectations." As a result, Apple is now taking a "conservative approach" to demand for the headset in other markets.
Prior to the launch of the Vision Pro in the US, Kuo had predicted that Apple would also launch the product in new markets before June's Worldwide Developers Conference. This means that the launch of the headset in additional regions may take place next month.
At the same time, Apple expects a drop in Vision Pro shipments in 2025 compared to 2024. The company is "reviewing and adjusting" its headset roadmap, with Kuo expressing the opinion that the launch of a new Vision Pro model in 2025 is unlikely .
Kuo's previous predictions called for a modified version of the Vision Pro to enter mass production in late 2025. The analyst has now modified his view, stressing that Apple is focusing on improving production and supply change management, with minor changes to specifications and user experience.
According to Kuo, Apple has to face three main problems: lack of basic applications, high price and lack of convenience without compromising the user experience.
The weak ones sales of Vision Pro may negatively impact pancake lens development and adoption technologymicroOLEDs in small consumer electronics.
In summary:
- Apple has lowered its Vision Pro shipment forecast for 2024.
- Demand in the US disappointed, bringing a "conservative" attitude to other markets.
- A drop in shipments is also expected in 2025.
- New Vision Pro model in 2025 is considered unlikely.
- Apple is focusing on improving production and supply management.
- Lack of applications, high price and lack of convenience bring problems.
- Uncertain future for pancake lenses and microOLED technology.
