Headlines are circulating claiming Apple cut Vision Pro production by almost 50% due to weak demand. Here’s why they’re almost certainly false.
The source of these articles is a פתק חדש from supply-chain analyst Ming-Chi Kuo, who has been reporting on Apple’s supply chain for more than 10 years. Kuo’s claims sometimes turn out to be true, but לא תמיד, and his latest contradicts not only what we know about Vision Pro production, but what Kuo himself said just a few months ago.
Specifically, Kuo is claiming that Apple reduced its sales forecast for Vision Pro from a “market consensus” of 700-750K units to 400-450K units, a roughly 40% reduction.
Kuo claims this is due to weaker than expected US demand, leading to a production cut ahead of global launch. Yet as recently as February Kuo said Apple’s US target for 2024 was 150-200K units, and in January he said Apple sold almost 200K preorders. MacRumors separately מצוטט “a source with knowledge of Apple’s sales numbers” as saying Apple had sold 200K preorders, particularly ironic given it’s now presenting Kuo’s claim and as if it were official news.
Further, in January Kuo was referencing Apple Vision Pro “achieving a shipment volume of 500,000 units” as the goal. This isn’t just a random number – it’s what multiple sources report is Apple’s supply limit for the year, regardless of demand.
פייננשל טיימס, המידע, ו האלק have previously reported that Vision Pro production is heavily constrained by the extremely limited supply of micro-OLED displays. All three sources reported that Sony, the supplier, can only produce enough micro-OLED displays for less than half a million headsets in 2024. Given this, why would this claimed “market consensus” have been 700-750K headset units in the first place? It simply doesn’t make sense.
על פי הדיווחים, אפל לא יכולה לייצר הרבה אוזניות Vision Pro
Apple reportedly can’t make more than half a million Vision Pro headsets per year due to limited supply of its near-4K OLED microdisplays.
With a $3500 entry price Apple Vision Pro was never going to be a breakout mass market hit. The product’s very name suggests it’s just the beginning of the Vision headset line, and multiple sources have reported that Apple plans a much more affordable model later in the decade. But Vision Pro’s price is dictated by its production and supply constraints, and it’s those constraints limiting its volume, not lower than expected demand.
אל תאמין לכל מה שאתה קורא.
סקירת Apple Vision Pro: קולנוע וצג נייד כבדים
ב-$3500, אפל מציבה ציפיות ענק עם Vision Pro. אבל האם זה מספק? ואיך זה באמת להחזיק ולהשתמש? קרא את סקירת החומרה והתוכנה המעמיקה של Apple Vision Pro כאן:
- הפצת תוכן ויחסי ציבור מופעל על ידי SEO. קבל הגברה היום.
- PlatoData.Network Vertical Generative Ai. העצים את עצמך. גישה כאן.
- PlatoAiStream. Web3 Intelligence. הידע מוגבר. גישה כאן.
- PlatoESG. פחמן, קלינטק, אנרגיה, סביבה, שמש, ניהול פסולת. גישה כאן.
- PlatoHealth. מודיעין ביוטכנולוגיה וניסויים קליניים. גישה כאן.
- מקור: https://www.uploadvr.com/apple-vision-pro-production-cut-claims-debunked/
