Apple's VR headset, Vision Pro, has been shipped to the distribution warehouse in the United States and the release date may be announced this week.

Apple's first VR headset, Vision Pro, is really coming.

According to well-known tech journalist Mark Gurman's latest report on Sunday, January 7th, local time in the United States, Apple's retail department and supply chain are fully preparing for the release of the Vision Pro headset:

"The headset has been shipped to distribution warehouses in the United States and will provide sufficient inventory for Apple retail stores for a February release. I expect Apple to soon release an official statement regarding the release date of Vision Pro, possibly next week, to steal some of the spotlight from CES, which will be held in Las Vegas this Tuesday. Some retail employees are already in the process of going to Apple Park to receive Vision Pro sales training."

As mentioned in a previous article by Wall Street News, Apple, which has attracted global attention from tech users and the industry, is expected to be listed in the United States on January 27th. Supply chain information shows that currently Sony is the first supplier of the Vision Pro's silicon-based OLED, while the second supplier is a Chinese company, which will be crucial for expanding the production capacity of Vision Pro.

The release date of Vision Pro has always been controversial. Previously, some media outlets claimed that the release date would be delayed from January to March next year due to the company's distribution plan and final testing not being completed.

However, subsequent media reports stated that Apple retail stores have already prepared for Vision Pro, and the target is still to release it in January next year. Media outlets quoted supply chain sources as saying that the production capacity bottleneck of OLEDoS displays has been broken by a Chinese mainland company, and the supply chain has already prepared for an annual production capacity of 1 million units.

According to supply chain sources quoted by the media, Apple began mass production in December, and the proportion of the Chinese mainland supply chain has significantly increased to 60%. Apple plans to officially mass produce the first generation of Vision Pro in December, with an initial stock of 400,000 units. In addition, Apple has set a sales target of 1 million units for this device by 2024, and plans to achieve sales of 10 million units in the third year.

As a heavyweight product in Apple's XR field, Vision Pro is seen as a milestone achievement in the development of consumer electronics.

In a report on December 11th, Fangzheng Securities pointed out that Apple's Vision Pro is starting a new round of revolutionary innovation and will embrace a vast market in the future. In terms of various links in the industry chain, Apple is expected to re-embrace the Chinese supply chain, and Chinese related manufacturers may benefit from the increased sales volume of Apple's MR headsets.

The current cost of Apple Vision Pro is around $1,700, and it is expected to be released in early 2024. The second-generation affordable product is expected to hit the market in 2025-2026, driving the sales of headsets to a new level with its high cost performance.

With the improvement of China's supply chain status, the proportion of Vision Pro's domestic supply chain in China is expected to increase. Luxshare Precision will become the exclusive assembly factory for Apple headsets, and Lingyi Intelligent Manufacturing has stated that customer procurement demands are clear. We believe that Apple is expected to embrace the Chinese supply chain again, and Chinese manufacturers in the related industry are expected to benefit from the increased production of Apple MR headsets.