Noted Apple analyst Ming-Chi Kuo claims Vision Pro unit shipments have been heavily cut


by Neowin

Neowin— Noted third-party Apple analyst Ming-Chi Kuo claims the company has cut its first-year shipment numbers for the Vision Pro mixed reality headset from 700K-800K units down to just 400K-450K units.

9to5Mac—Kuo: Apple cuts Vision Pro shipments, now 'reviewing and adjusting' headset strategy. Apple has slashed its shipping estimates for Vision Pro, according to a new Ming-Chi Kuo analyst report. Kuo says that Apple is now targeting shipments between 400,000 and 450,000 units for Vision Pro this year. This is down from the initial market consensus of between 700,000 and 800,000 units. The changes have reportedly prompted Apple to revisit its overall strategy for the headset market more

AppleInsider—Apple Vision Pro shipments reportedly cut as US demand for headset wanes. Ming-Chi Kuo says Apple has reduced its orders for Apple Vision Pro parts and assemblies, with the cut in shipments said to indicate lower demand for Apple's headset than previously thought. Apple Vision Pro The launch of the Apple Vision Pro in the United States was a success, with shipment estimates in February being far better than Apple's original estimate. However, months later, it seems Apple is preparing for considerably lower consumer demand as it moves into international sales. ...

MacRumors—Apple Cuts Vision Pro Shipments as Demand Falls 'Sharply Beyond Expectations'. Apple has dropped the number of Vision Pro units that it plans to ship in 2024, going from an expected 700 to 800k units to just 400k to 450k units, according to Apple analyst Ming-Chi Kuo. Orders have been scaled back before the Vision Pro has launched in markets outside of the United States, which Kuo says is a sign that demand in the U.S. has "fallen sharply beyond expectations." As a result, Apple is expected to take a "conservative view" of headset demand when the Vision Pro launches...