Initial demand for Apple’s Vision Pro headset could wane, top analyst cautions
Initial demand for Apple’s Vision Pro headset could wane, top analyst cautions


Apple introduced the Vision Pro headset at its annual Worldwide Developers Conference in 2023.

Josh Edelson | AFP | Getty Images

Apple‘s Vision Pro rapidly bought out after preorders for it opened Friday, however some doubt whether or not demand will stay sturdy, in accordance with top Apple analyst Ming-Chi Kuo of TF International Securities.

Shipping instances for all fashions of the Vision Pro elevated to 5 to seven weeks in a matter of hours, indicating a fast sell-out of the product, he wrote in a blog post. He estimated that Apple bought 160,000 to 180,000 Vision Pro items over the weekend. 

But these prolonged delivery instances remained unchanged 48 hours after preorders opened, in accordance with Kuo, who wrote that it raises a “main concern”: that “demand could rapidly taper off after the core followers and heavy customers place their orders.”

“Popular iPhone fashions additionally promote out instantly upon pre-order, and delivery instances sometimes improve to a number of weeks inside hours,” Kuo wrote. “However, in contrast to Vision Pro, iPhone fashions often proceed to see a gentle improve in delivery instances 24 to 48 hours after pre-orders open, indicating that demand continues to develop even after the preliminary [sell]-out.”

Kuo wrote in his weblog that it “shouldn’t be difficult” for Apple to ship 500,000 Vision Pro items in whole this yr. He beforehand forecast that the corporate will solely produce between 60,000 and 80,000 items for the product’s Feb. 2 release.

Analysts at Morgan Stanley predicted on Wednesday that Apple will doubtless ship 300,000 to 400,000 items of its digital actuality headset this yr, “with additional upside relying on preliminary sell-through suggestions.” 

Wall Street analysts don’t expect the $3,499 Vision Pro to supply a big income increase for Apple instantly, however they’re monitoring how preliminary reception for the brand new product class could sign its potential down the road. 

“Right now, Vision Pro remains to be a really area of interest product,” Kuo wrote.

Apple didn’t instantly reply to a request for remark.



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