## Apple Vision Pro: Exploring the Demand and Future
According to a recent report by analyst Ming-Chi Kuo, the demand for Apple Vision Pro has been following a pattern similar to other Apple device launches. This pattern usually involves the device selling out quickly after launch, followed by a rapid decline in demand.
Launch Demand and Future Predictions
Apple Vision Pro was sold out within 18 minutes of its first day of preorders, with shipping times stretching back weeks. However, now, reports indicate that Apple Vision Pro orders are shipping within 3-5 days due to the decline in demand post-launch.
Kuo suggests that unless Apple reduces the price or introduces more attractive applications, the shipment growth in the US may be limited. Despite this, he expects the shipments to be between 200,000 and 250,000 this year, surpassing Apple’s original estimate of 150,000-200,000. This implies that while the market for Apple Vision Pro might be niche, it is performing better than expected.
Global Release and Production Capacity
The limited demand in the US indicates that Apple may have the production capacity to expedite its global release of the Apple Vision Pro. The actual release time will depend on Apple’s software modification schedule to comply with other countries’ regulations.
Kuo also reports that several small-capacity suppliers of Apple Vision Pro components have expanded production from 500,000-600,000 units to 700,000-800,000 units this year. This expansion is reportedly a response to Apple’s request to reduce shipping time after the global launch.
Future Iterations of Apple Vision Pro
Inside sources reveal that Apple has not officially started working on a lower-priced version or an upgraded model of the Vision Pro yet. However, mass production of the next Apple Vision Pro project is expected to begin in Q4 2025 or Q1 2026. This project will focus on improving the efficiency of production and supply chain management rather than changing specs.
Kuo predicts that the next significant iteration of the Apple Vision Pro will not be in mass production until 2027, aligning with recent rumors about the future of Apple Vision Pro.
Conclusion
The demand for Apple Vision Pro is following the typical pattern of Apple product launches, with initial sell-outs followed by a decline in demand. Despite decreased demand in the US, Apple is predicted to exceed its original shipment estimates. The company is also reportedly preparing for the global release of the product. While the future iterations of Apple Vision Pro are yet to be officially announced, speculations suggest improvements in production efficiency rather than spec upgrades.
Questions and Answers
- What was the initial demand for Apple Vision Pro like?
- The Apple Vision Pro sold out within 18 minutes of its first day of preorders. However, since then, the demand has declined rapidly.
- What is the expected shipment growth for Apple Vision Pro?
- Analyst Ming-Chi Kuo expects the shipments to be between 200,000 and 250,000 this year.
- When is the global release of Apple Vision Pro expected?
- The exact global release time will depend on Apple’s software modification schedule to comply with other countries’ regulations.
- What is known about the future iterations of Apple Vision Pro?
- There are no official reports about a lower-priced version or an upgraded model of the Vision Pro yet. However, mass production of the next project focusing on production efficiency is expected to begin in late 2025 or early 2026.
- When is the next significant iteration of Apple Vision Pro expected to be in mass production?
- The next significant iteration of Apple Vision Pro is not expected to be in mass production until 2027.