Concerns after Apple's Vision Pro pre-order boom: Can demand be sustained?

According to news on January 22, Apple’s latest spatial computing device, Apple Vision Pro, has begun accepting pre-orders in the US market and will be officially launched on February 2, priced at US$3,499. Although initial bookings appear to be booming, Tianfeng International analyst Ming-Chi Kuo points out that there are some hidden concerns.

According to Ming-Chi Kuo, Apple Vision Pro’s pre-orders during the first weekend met expectations, but the problem is that pre-order demand has not continued to grow steadily. He pointed out in an analysis report that although Apple The Vision Pro sold out quickly after opening pre-orders, but this was mainly due to active pre-orders from core fans and heavy users. However, unlike the new iPhone models, the Vision The Pro's shipping time has not been further extended 48 hours after it opened for pre-order, suggesting that demand may be declining rapidly.

According to the latest news learned by the editor, Guo Mingchi clarified reports on the supply chain. He pointed out that there were media reports that assembly manufacturer Luxshare would work overtime to produce Apple Vision Pro during the Lunar New Year, and inferred that its demand was better than expected. However, Ming-Chi Kuo said that in fact, Luxshare has been in full overtime production since the start of mass production. This is because there is still room for improvement in the production efficiency of Vision Pro, and Luxshare needs to make up for the production efficiency through overtime production. The impact of goods. Therefore, the demand performance of Vision Pro cannot be judged based on overtime production alone.

Regarding the future market performance of Apple Vision Pro, Ming-Chi Kuo expressed caution. Although it is not difficult to ship 500,000 units this year, he believes that it is necessary to pay close attention to other market demands and application updates to judge subsequent changes in demand. He also emphasized that although Apple has a huge user base, Vision Pro is still a very niche product.

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