Apple's Vision Pro headset could sell out quickly at launch, top analyst predicts

Tim Cook, CEO of Apple, beside an Apple Vision Pro combined actuality headset throughout the Apple Worldwide Developers Conference at Apple Park campus in Cupertino, California, on June 5, 2023.

Philip Pacheco | Bloomberg | Getty Images

Apple’s Vision Pro digital actuality headset could be tough to purchase at launch, TF International Securities analyst Ming-Chi Kuo mentioned Thursday.

Apple will solely produce between 60,000 items and 80,000 items of the $3,499 headset for the discharge Feb. 2, Kuo wrote on social media, and he predicts items could quickly sell out. For comparability, analysts say Apple normally ships about 225 million iPhones per yr.

The prediction from one of many top Apple provide chain analysts underscores how uncommon and restricted the launch of Apple’s first main product for the reason that Apple Watch could be. Apple introduced the headset final summer time, and earlier this month, mentioned preorders would begin this month forward of a U.S.-only launch in February, suggesting a managed and restricted rollout. Apple did not maintain a second launch occasion to debate the product.

Wall Street analysts do not consider the Vision Pro will be material to Apple’s sales within the close to time period, however they’re going to watch the buyer response to allow them to challenge gross sales for future variations of the headset.

Technologists are questioning what individuals will use the Vision Pro for. Last summer time, Apple demoed capabilities akin to changing a laptop computer, watching 3D motion pictures and viewing panoramic environments.

Apple followers are more likely to covet the headset regardless, resulting in a fast sell-out, Kuo wrote.

“Although Apple has not clearly outlined the product positioning and key functions of Vision Pro, and there are doubts [because] the value isn’t low cost, the person expertise (e.g., giving customers the phantasm that they will management the person interface with their minds) created by the groundbreaking expertise improvements, together with the bottom of core followers and heavy customers, ought to make it straightforward to sell out after the discharge,” Kuo wrote on social media.

The Vision Pro is Apple’s first main new product for the reason that launch of the Apple Watch again in 2014. It makes use of a battery of cameras and sensors to show the actual world built-in with Apple software program on the headset’s superior inside shows. The machine requires some becoming and customization for every person, together with customized lenses for individuals who put on glasses.

Apple is gearing up for the product’s launch, emailing clients telling them they will e-book demos with the machine, inviting builders to upload software for the headset and even operating a national advertisement for the headset this week.

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