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Apple Mixed-Reality Headset Shipments Now Estimated to 'Fall Short of 100,000 Units' This Year

I dont know, maybe? 😗 …I feel like someone is trying to manipulate stock prices.. BuyBuyBuy before announcement, sell after announcement when hype is high for a tidy profit.

Reporters are weird… If this doesn’t materialize, Gurman and Kuo should be ran out of town.
 
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Stella said:
The first year spent build up a software base, so aiming for developers, the consumer base will come later ( the year after presumably ).

Kind of risky. If the consumers don't come, then developers have wasted their time.
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Without a very clear roadmap and commitment to future product development to ensure consumer acceptance, that is a tall order.
 
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Lounge vibes 05 said:
I think the idea is that by the time the second one ships in two years or so, the price will have been able to come down by quite a bit, and they’ll be enough third-party experiences for customers to be interested.
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So devs are supposed to “eat it” until then, and hope enough other devs out there are doing the same so there is at least one “killer app” among them that will drive sales of the device? Any strictly professional use cases aside (design modeling/simulation, medical, specialized task training, etc.), I’m just not seeing the purpose. The pro use cases are highly specialized and expectedly expensive (low volume, high price) so a dev might take a chance on that, but the consumer mass market seems out of reach.
 
filmantopia said:
There is a lower-priced version coming in 2025. They want a robust ecosystem of apps and content around this thing. I do see it becoming very popular, but it needs time.

Personally I think the 100k estimate for the first year is way too low.
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Yes, you're correct. A logical person such as yourself may even deduce further that what's being announced or launched at WWDC is most likely some kind of developer-only edition, hence the $3000 price tag, and that later down the road the consumer sku will be available at a much lower price point with an ecosystem of apps in place. This is a logical strategic move that allows Apple to sell the use cases to the public and I wouldn't be surprised if that's exactly how it pans out.

An ILlogical person might just take every headline Macrumors recycles from Mark Gurman's pie hole and assume it's factual based on no context, no official product announcement, no confirmation from anyone at Apple, and no intention of even owning an Apple product in general, and then just decide for themselves that this product is already a dud.

I mean, I think I know which way I'm leaning.
 
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klasma said:
TrendForce's estimate of less than 100,000 units is the lowest shipment estimate for Apple's headset to date.

I offer an estimate of only 95,000 units!

Do I hear any other bids?
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105,015 is my estimate using a quantum random number generator. I can make numbers up as well as these estimates.

/I know TrendForce probably isn't using a random number generator but they are basing the number on a lot of missing data.
 
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Rockanrolero said:
There will be at least 1M people who’ll be interested and have the purchase power… all they’ll need is the ability to produce them. If they can tackle that then I don’t see a problem here
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First gen is bound to be lacking the killer app to make this shine, which is normal given the XR apps and games don't exist yet.

Not sure what attraction power this thing has on day 1, Facetime your friends and watch in-your-face ATV+ content isn't going to cut it at $3k for most people (other than tech bros and rich kids).

I'm really hoping the first gen is strictly aimed at developers to get apps and games going first to make this take off.
 
Comments are so negative. We just dont know how successful this product will be until we try it out. People also had negative comments about the ipad (is just a bigger iphone), fingerprint sensor, apple watch(looks gimmicky), apple tag(just copying another product). All these were wildly successful. I still dont have a apple watch myself because i feel like its useless for my needs but millions of people out there love them
 
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Smartphones and tablets have reached their practial useability limit, all that can be advanced there is what exactly? Folding them?

nanolenses coming in 2026 is the real target here. That is when the real product will come out, this is just preamble.
 
This feels a bit like corporate ninja marketing. They have a supplier leak that sales will be under 100k so when they sell 200k, Apple can be like, "LOOK! We doubled expectations! It's a great product!🔥🔥🔥🔥"
 
Maclver said:
Same story everytime a new class of product is released by Apple.... Then after it sells like hotcakes these same "analysts" will be like "We knew it, Apple does it again, creates worlds best XYZ"
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To be honest, if Apple releases a product that isn’t accompanied by the “doom and gloom” tea-leaf reading rumblings of clueless analysts, I think I’d be quite worried.
 
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Rockanrolero said:
There will be at least 1M people who’ll be interested and have the purchase power… all they’ll need is the ability to produce them. If they can tackle that then I don’t see a problem here
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Don't you need software to work with these? If only 1M people have these, I don't see that much software will be developed that uses them, then...it dies a slow death (sort of like the Mac Pro).
 
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