Apple cuts 2024 and 2025 Vision Pro shipment forecasts

https://medium.com/@mingchikuo/apple-cuts-2024-2025-vision-pro-shipment-forecasts-unfavorable-to-mr-headset-pancake-and-micro-38796834f930

by theoldlove • 2 years ago

29 15 2 years ago

medium.com

wkat4242• 2 years ago

I wonder why they didn't just start selling here in Europe earlier if sales are lagging. Even if some enthusiasts will have gray-imported theirs.

Not that I'd buy one, the price is ridiculous. Including taxes it would cost me nearly half a year's rent. But I'm sure some people would.

kalleboo2• 2 years ago

Setting up the infrastructure for the prescription lenses (which are regulated differently in every country) and in-store demos is probably a massive job

SSLy2• 2 years ago

there are already small companies selling after-market prescription lenses for VR in EU https://www.vr-wave.store/

meta-level• 2 years ago

I probably would, as I would have bought a Quest or one of the others if that didn't tie me to one little company driven universe with their own rules.

schappim• 2 years ago

Europe is harder due to multiple languages. They didn’t even bother with the lower hanging fruit: Canada, Australia, New Zealand, UK etc.

I wonder if the strong USD was a contributing factor in delaying this.

hcks• 2 years ago

Europeans cannot afford it

zarzavat2• 2 years ago

LVMH seems to do OK in Europe, there is certainly a thriving luxury market. Vision Pro is just not compelling enough to live up to the price tag.

rchaud• 2 years ago

Digital Markets Act. Apple are having to hold their nose and allow alternative apps stores in the EU. AVP is their new pasture for walled-garden entertainment, so it would be risky to introduce that, especially at a time when their own app store has so little content for it.

Someone• 2 years ago

FTA: Apple has cut its 2024 Vision Pro shipments to 400–450k units (vs. market consensus of 700–800k units or more).

I would want to see references for that “market consensus of 700–800k units or more”. This blogger doesn’t seem to have mentioned that before.

Same person, two months ago (https://medium.com/@mingchikuo/vision-pro更新-美國市場需求已大幅放緩-全球發佈...): U.S. shipments are expected to be 200,000–250,000 units this year, better than Apple’s original estimate of 150,000–200,000 units

And three months go (https://medium.com/@mingchikuo/vision-pro首週末預購檢視-符合預期但隱憂浮現-v...): Achieving a shipment volume of 500,000 units for Vision Pro this year should not be challenging

SebFender• 2 years ago

Apple cuts Vision Pro.

lapcat• 2 years ago

"No, Apple Didn't Dramatically Cut Vision Pro Production Due To Weak Demand" https://www.uploadvr.com/apple-vision-pro-production-cut-cla...

Apple cuts 2024 and 2025 Vision Pro shipment forecasts

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