Falling US demand means a faster international rollout for Apple Vision Pro
a month ago
Analyst Ming-Chi Kuo maintains that other countries will receive the Apple Vision Pro shortly, and says it's possible because US demand is weak.
Apple Vision Pro at Apple Park
In February 2024, Kuo noted that shipping times for the Apple Vision Pro had shortened significantly since the first few days. He concluded that this was because of how demand was low.
Now Ming-Chi Kuo argues both that general demand continues to be low, but also that the initial early adopter demand was higher than expected. In his full blog post, he says that this early demand means that component suppliers have increased production from between 500,000 and 600,000 units to between 700,000 and 800,000 units for the year.
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Read original articleApple Vision Pro at Apple Park
In February 2024, Kuo noted that shipping times for the Apple Vision Pro had shortened significantly since the first few days. He concluded that this was because of how demand was low.
Now Ming-Chi Kuo argues both that general demand continues to be low, but also that the initial early adopter demand was higher than expected. In his full blog post, he says that this early demand means that component suppliers have increased production from between 500,000 and 600,000 units to between 700,000 and 800,000 units for the year.
Continue Reading on AppleInsider | Discuss on our Forums