Demand is sluggish, applications plummet! Apple's VR headset Vision Pro is "getting colder"
The main reason for the sharp decline in sales of the Vision Pro application is its high starting price of $3499. Guo Mingchi revealed that Apple has reduced the shipment volume of Vision Pro this year from 700,000-800,000 units to 400,000-450,000 units. Some analysts believe that in order to break free from the current predicament, Vision Pro needs a "killer app"
Due to the high price of Apple's Vision Pro, its market demand is low, and the growth of platform applications is slow.
According to data compiled by The Wall Street Journal, since its listing on February 2nd this year, the monthly release of new applications for Vision Pro has dropped significantly.
Analysis from the company Appfigures also shows that in September, only 10 applications were launched in the App Store for Vision Pro, far below the hundreds of new applications released in the first two months after the device was launched.
As of September, there are approximately 1770 Vision Pro applications in the App Store. Among them, only 34% are specifically tailored for Vision Pro, while the rest are versions of existing Apple applications with additional features for Vision Pro.
The report indicates that the reason for the "cliff-like decline" in Vision Pro application growth is the expensive price (starting at $3499):
"For many ordinary consumers, this is actually equivalent to several months' rent or three months' car loan."
At the same time, the sales situation of Vision Pro is also not optimistic.
At the end of April, Guo Mingxi, a well-known analyst at TF International Securities, released a report stating that Apple has reduced the first-year shipment volume of Vision Pro from 700,000-800,000 units to 400,000-450,000 units. Counterpoint Research had previously estimated that Vision Pro's sales in the second quarter plummeted by 80% compared to the previous quarter.
The report suggests that in order to overcome the current predicament, Vision Pro needs a "killer application," "just like the iPhone 16 that supports AI functions."