Image: Apple
Market and supply chain expert Ming-Chi Kuo, who has a long history of reporting on Apple supply chain information, has a brand-new report on Medium about Apple Vision ProThere are many information of suspicious providence, however they all paint the photo of an extremely low-volume item that will not shift to a popular, millions-of-sales-per-year line of product for rather a very long time.
According to Kuo, preliminary need was greater than anticipated however has actually decreased a lot. The headset, which is presently just offered in the U.S., is anticipated to offer just 200,000-250,000 systems this year. That’s a boost of about 50,000 over Apple’s previous internal price quotes, according to Kuo, however it’s still a really specific niche item for Apple, which offers more than 200 million iPhones a year.
Kuo keeps in mind that a few of the small-capacity providers for Vision Pro parts have actually increased their capability from 500,000– 600,000 systems to 700,000– 800,000 systems annually. Capability does not equivalent the real variety of parts that will be bought by Apple or produced, however it indicates Apple’s capability to make more Vision Pro headsets than will be needed for the U.S. market alone. Kuo thinks that Apple will begin to offer the headset in other markets starting before WWDC in June.
The return rate, according to Kuo, is less than 1 percentwhich appears respectable for such a recently established item with minimal usage. According to his study of the repair/refurbishment assembly line, about 20-30 percent of those returns are because of consumers not understanding how to establish Vision Pro, which is certainly a number Apple wish to minimize. Reduce of usage and out-of-the-box setup is among Apple’s hallmark functions so its unexpected to see numerous individuals have difficulty, even if it does still represent an extremely little number of users.
Kuo declares that Apple has actually not yet started deal with the follower to the Vision Pro (commonly anticipated to be 2 systems: an easier cost-reduced design and another luxury “Pro” design). A brand-new design is anticipated to get in production at the end of 2025 or early 2026, however that design is anticipated to have extremely comparable specifications to the present variation. It is rather concentrated on enhancing production effectiveness and expense, not altering the user experience.
Apple is collecting feedback from users and designers to notify the future Vision item roadmap, however Kuo states that a brand-new item with a substantially altered user experience most likely will not get in mass production till 2027. When it comes to the present design, the international delivery projection has actually increased from about half a million systems to 650-700,000 systems, however that’s still an extremely specific niche item for Apple and a portion of the volume rival Meta offers with its Quest headsets (approximated to be in the 5-10 million each year variety).
If you’re hoping to select up an “Apple Vision Air” for a cost more detailed to $1,499 you’re going to be waiting a while, at least according to Kuo.