Guo Mingchi: Apple VisionPro headset "first sales" 60,000-80,000 units, will quickly sell out after launch.
Apple's virtual reality headset, Vision Pro, may be difficult to purchase when it is released and is expected to sell out quickly. This headset is Apple's first significant new product since the release of the Apple Watch in 2014. Wall Street analysts believe that Vision Pro will not have a significant impact on Apple's sales in the short term, but they will observe consumer reactions to predict the sales performance of future versions. Ming-Chi Kuo stated that breakthrough technological innovations and a strong fan base will make this headset easily sell out. The use cases for Vision Pro include replacing laptops, watching 3D movies, and experiencing panoramic environments.
Zhitong App has learned that Guo Mingchi, an analyst at TF International Securities, said on Thursday that it may be difficult to buy Apple's virtual reality (VR) headset, Vision Pro, when it is launched. Guo Mingchi wrote on social media that Apple will release this headset, priced at $3,499, on February 2nd, and only produce 60,000 to 80,000 units. He predicts that this headset will sell out quickly.
This prediction from one of the top analysts in Apple's supply chain highlights that Apple's first major new product since the Apple Watch may be limited. Apple announced this headset last summer and stated earlier this month that pre-orders will begin this month, with availability in the US only in February. Apple did not hold a second press conference to discuss this product.
Wall Street analysts believe that Vision Pro will not have a significant impact on Apple's sales in the short term, but they will observe consumer reactions to predict the sales of future versions of the headset. Meanwhile, tech enthusiasts are curious about the use cases for Vision Pro. Last summer, Apple showcased features such as replacing laptops, watching 3D movies, and experiencing panoramic environments. Guo Mingchi wrote that Apple fans have been eagerly anticipating this headset and it will sell out quickly.
Guo Mingchi wrote on social media, "Although Apple has not clearly defined the product positioning and key applications of Vision Pro, and the price is not cheap, there are doubts. However, the breakthrough technological innovation that brings user experience (such as giving users the illusion of controlling the user interface with their minds) and the foundation of core fans and heavy users should make it sell out easily after its release."
Vision Pro is Apple's first significant new product since the release of the Apple Watch in 2014. It uses a set of cameras and sensors to display the real world integrated with Apple software on an advanced internal display of the headset. The device requires some installation and customization for each user, including customizing lenses for people who wear glasses. Apple is preparing for the release of this product, sending emails to customers informing them that they can book demonstrations of the device, inviting developers to upload software for the headset, and even advertising the headset nationwide in the US this week.