Apple Vision Pro shipment growth may be below market expectations / Apple Vision Pro出貨成長可能低於市場預期
1 min readSep 26, 2023
- Based on some component suppliers’ maximum production capacity estimates, Vision Pro shipments in 2024 will be at most 400,000–600,000 units, which is less than the market expectation of more than 1 million units.
- Apple may have canceled the low-cost Vision Pro version plan (with market consensus expecting a 2025 launch). Unless Apple significantly reduces the price of Vision Pro, the anticipated significant shipment growth in Vision Pro shipments starting in 2025 may not materialize.
- The Vision Pro 2 could enter mass production by 1H27 at the latest, suggesting there may be no hardware updates for the Vision Pro in the coming years.
- From a technical point of view, I believe that the Vision Pro will undoubtedly provide users with an excellent experience. However, the question is why users need this product. The Vision Pro may take longer than the market expects to become the next star product of the iPhone.
- 根據部分零組件供應商最大產能估算，Vision Pro在2024年的出貨量ˊ至多為40–60萬部，少於市場預期的約100萬部以上。
- Apple可能已取消了低價版Vsiion Pro版本計畫 (市場共識Apple將在2025年推出)，除非Apple顯著降價Vision Pro售價，否則市場期待的Vision Pro出貨自2025年開始大幅成長的預期可能不會發生。
- Vision Pro 2最晚可能會在1H27量產，意味著未來數年Vision Pro可能不會有硬體更新。
- 從技術的角度，我相信Vision Pro肯定能帶給使用者絕佳的體驗，但問題在於用戶為何需要這個產品。Vision Pro可能需要花費比市場預期更多時間，才能變成iPhone的下一個明星產品。
