The global AR/VR head-mounted display market is declining. It is not unexpected that Apple reduces the production of Vision Pro

News on July 5th, there is recent news that Apple has been forced to significantly lower the price of next year’s Vision. Production forecast for Pro headsets. The headset’s complex design and production challenges forced Apple to reduce production targets. Some listed companies responded quickly to the news of production cuts. Relevant people from Luxshare Precision Investment Department said that due to the existence of confidentiality agreements, they cannot disclose the situation of specific customers.

At the same time, the Office of the Secretary to the Board of Directors of Kerui Technology stated that although the company produces AR and VR equipment, it is inconvenient to disclose specific customer information. In addition, Bozhong Seiko’s Board Secretary Office responded to the media saying that the company is responsible for Apple The assembly work of the Vision Pro headset has not yet received a production reduction notice. From a capital market perspective, rumors of Apple’s Vision Pro production cuts have not had an impact on the industry chain.

In addition, two people close to Apple and Luxshare Precision said that Apple plans to produce less than 400,000 Vision Pro headsets in 2024. The other two are Vision Suppliers of certain parts for the Pro say Apple only requires them to supply 130,000 to 150,000 units in the first year. Previously public information showed that Apple originally planned to sell 1 million Vision units within 12 months. Pro headset.

According to the editor’s understanding, data from the international research institution IDC shows that global AR/VR headset shipments in 2022 will be 8.8 million units, a year-on-year decrease of 20.9%. IDC pointed out that due to the limited number of manufacturers on the market, the challenging macroeconomic environment, and low consumer acceptance of the product, Apple reduced Vision production. The Pro isn't entirely unexpected. Canalys believes that within five years of launching the Vision Pro headset, Apple will have a headset user base of more than 20 million.

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