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Apple reportedly cuts shipments of Vision Pro headset as demand falls "sharply beyond expectations"

By Kenny Yeo - on 24 Apr 2024, 8:59am

Apple reportedly cuts shipments of Vision Pro headset as demand falls "sharply beyond expectations"

Apple analyst Ming-Chi Kuo's latest note says Apple has drastically cut the number of Vision Pro headsets that it plans to ship this year.

According to Kuo, Apple has slashed that number from 700,000 to 800,000 to just 400,000 to 450,000.

He takes the view that Apple is scaling back orders even before the headset has launched in markets outside of the US as a sign that demand in the US has "fallen sharply beyond expectations".

In response, Apple is taking a more conservative view of demand in non-US markets. Based on code uncovered, Apple could launch the Vision Pro in 9 other countries sometime this year, including Singapore, China, Japan, the UK, and more.

Previously, it was reported that Apple would launch the Vision Pro headset internationally before WWDC 2024, but seeing that WWDC is a little over a month away and that Apple plans to announce new iPads in a few weeks' time, that scenario seems unlikely.

Finally, Kuo believes that this sharp fall in decline has led Apple to review and adjust its headset roadmap, and as a result of that, it's unlikely we'll see a new Vision Pro headset next year.

Source: Ming-Chi Kuo

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