Apple Cuts Vision Pro Shipments as Demand Falls 'Sharply Beyond Expectations'

[Lift Bar]

It's not about the cost; it's about the user experience… of strapping screens directly on your face! Most people simply don't find this appealing, they find it abhorrent.

There's now significant hope that even the most effective marketing efforts of the greatest marketing company in history won't be enough to popularize this monstrosity.

 

[NagasakiGG]

Wonder how many got returned at launch

I bet they only count the absolutely "sold" ones, not the "real" ones (subtracting the returned ones). That would fit to Apples hocus-pocus strategy.

 

[Bigkool2inSC]

Was at the Apple store just too look around this past weekend.
The employee was literally begging me to do a demo.
He said "we can do one right now, no appointment needed."

 

[vipergts2207]

That was an interesting diversion. Hopefully, the R&D can eventually find a profitable niche. In the meantime, how about updating the mini and studio?

What's funny about that is that one of Apple's chief complaints with Intel is that they weren't releasing new processors fast enough for their desired products timelines. And now it's seems Apple may skip putting the M3 in those.

 

[sunny5]

I told you, Vision Pro will be a failure just like other AR/VR devices as people are not convinced to wear it to use it while the price is overpriced.

 

[NT1440]

Apple Silicon is not an iPhone moment...

It’s absolutely an inflection point in the industry. We’re seeing OEMs trying to get into the ARM space as quickly as they can because x86 will never allow for the performance and battery life that ARM processors do.

Microsoft is going to have to do something, businesses need x86 support going back decades, consumers don’t exactly want 4-6 hour battery life out of their laptops when it’s clearly evident there is a better way.

You may not see it as a major moment today. But 5 years from now the PC laptop world is going to look *very* different because of it.

 

[xpxp2002]

Whose expectations? Couldn't have been mine as I expected very few buyers due to the high price and no compelling use case.

Exactly. I'd been saying it's a solution in search of a problem since it was rumored years ago and got raked over the coals here and elsewhere on the net. Now that the actual sales numbers prove out what I knew and had been saying all along (and somehow Timmy didn't), everybody's in agreement.

 

[Timo_Existencia]

You. You said 750k.

Apple Vision Pro Launches: 'The Era of Spatial Computing Has Arrived'

Perhaps we can use this thread to once and for all make your future predictions about the Apple Vision Pro. Just to record it for all time... :) My prediction: Apple is long-term committed to this project. As many have pointed out, it doesn't really replace anything, so Apple is at the very...

forums.macrumors.com

😂

I said "assuming Apple can produce them." The rumor was that Apple could only produce about 400K units due to limitations in manufacturing and less availability. Rumors also said that Apple had sold +200K in the first week. I assume they've sold +/- 300K so far only in the US. I think they can and will double that when they go worldwide.

 

[Johnstrass2]

This is hard to believe. Why would Apple have expected to sell 800k units. It doesn’t solve anything, there’s no killer app, it’s uncomfortable and too expensive.

Apple must know this is a glorified dev unit and work hard on 2.0.

As someone whop just bought one, I agree with you. I really considered waiting for 2.0 but for me the ability to have an extra large virtual display while using my MacBook Pro is what sealed the deal for me. I think 800k units worldwide is realistic. I believe there are enough of us who are developers or fanboys and just want to try this out.

 

[Jarutais]

I think it's weird that Apple is willing to release the Vision Pro in it's current state but won't release a foldable iPhone "because display technology is not there yet"

 

[klasma]

what other game engines can I use?

Without 3D hand controllers, gaming is limited anyway.

 

[vipergts2207]

It’s absolutely an inflection point in the industry. We’re seeing OEMs trying to get into the ARM space as quickly as they can because x86 will never allow for the performance and battery life that ARM processors do.

Microsoft is going to have to do something, businesses need x86 support going back decades, consumers don’t exactly want 4-6 hour battery life out of their laptops when it’s clearly evident there is a better way.

You may not see it as a major moment today. But 5 years from now the PC laptop world is going to look *very* different because of it.

It's hard to overstate how dramatically the iPhone and smartphones more broadly changed daily life. Conversely, few people even care if their notebook is powered by Apple Silicon or an Intel processor, much less have some kind of impact on their daily lives.

 

[hardwickj]

It's not gonna work. This thing is going to be Tim Cook's Apple Newton. Needs at least another 10-15 years of technological progress before this becomes even remotely mass-marketable. Not unlike the Apple Newton.

Called it. This feels like it's been painfully obvious all along, but it's bewildering the hoops some people will jump through to convince themselves otherwise.

 

[Kierkegaarden]

Kuo Doesn’t Know™

 

[btrach144]

$1500 by Christmas? (aka The Holidays) Still too much, but, ya know.

Cost to manufacture is estimated to be around $1,500. I doubt we’ll see that for this gen.

 

[klasma]

The good thing with Apple is that I don't have to worry that they will abandon VisionOS even if it sells abysmally.
They did not give up when no-one bought the original HomePods, they won't give up now.

Well, they did give up on the iPhone mini.

 

[vipergts2207]

I said "assuming Apple can produce them." The rumor was that Apple could only produce about 400K units due to limitations in manufacturing and less availability. Rumors also said that Apple had sold +200K in the first week. I assume they've sold +/- 300K so far only in the US. I think they can and will double that when they go worldwide.

So why estimate 750k if you know Apple could (supposedly) only make 400-500k units in the first place. Do you need some help with those goal posts?

 

[NT1440]

It's hard to overstate how dramatically the iPhone and smartphones more broadly changed daily life. Conversely, few people even care if their notebook is powered by Apple Silicon or an Intel processor, much less have some kind of impact on their daily lives.

From that perspective, I agree.

The industry is in the middle of a massive change, but you’re right that’s more inside baseball than impacting user’s daily habits.

 

[cableguy84]

Burn your retinas off with a bulky headset strapped to your head disfiguring your face. Sounds fun

 

[Rogifan]

Anyone who is surprised by this…

People don’t want to wear heavy ski goggles on their face. This platform is never going to be anything other than a niche platform for a niche audience.

 

[Rogifan]

this was obvious. most of the sales were people buying it to unbox and review on social media. those all got returned.

nobody wants to pay $3500 to wear a brick on their face. not to mention the hilarious wired battery attached to your belt like you're a diabetic.

make it $1749 and identical to a pair of designer sunglasses and it will take off.

Physics don’t exist in your universe?

 

[anshuvorty]

Let’s call it - RIP Apple Vision Pro (2024 - 2024).

 

[Mega ST]

It will take time until the Vision Pro can be reduced to something like a light weight glass visor to be worn as a data layer while looking at the real world (and the real world being able to look at you and in your eyes). Maybe a bit like a super light weight foam bicycle helmet with HUD visor or similar.
It could be your navigation tool, guide you to your friends and show names of people relevant to you above their head. I don't see it as some TV style screen entertainment more like some mobility tool.

 

[vipergts2207]

Let’s call it - RIP Apple Vision Pro (2024 - 2024).

Hopefully this turns out like the Newton and Apple releases something revolutionary and priced sanely sometime down the road.

 

[Timo_Existencia]

So why estimate 750k if you know Apple could (supposedly) only make 400-500k units in the first place. Do you need some help with those goal posts?

Look, first, I don't buy this rumor. Again, I knew I was shooting higher than was being spoken of in the rumors at the time. The reason I said "if they can produce them" was because we all knew at that time that the number was 400K.

So, if I don't believe this rumor, and I don't, I don't believe the rumor has a good grasp on the expectations of Apple. I am still bullish on the AVP. But I also recognize that the rumor has always been that Apple would be constrained.