gives me major vision pro vibes. Expensive and no one is asking for it.
10 million people would like a word with you as of July 2022. Less than 3 years later, they sold 10 million in the first 11 months of 2024. Even with Samsung supposedly
lowering its initial manufacturing target for the Fold/Flip 7 line, the revised numbers would put foldable units at about 9% of their total phone and tablet production for the month, or about 1.3 million units.
yes, correct. They likely start trial production but lot of the components, eg chips, are not even going to be ready in Q3/4 this year ...
another click-bait, this time Kuo. He gets better at that lately.
The irony is components are locked in a year or more ahead of mass production. Even if the production timeline Kuo is floating was correct, which it is not, that would mean the components were locked in about 9 months ago. He can't have it both ways.
And no one will buy it either, just like Vision Pro.
And yet they sold just as many as external observers thought they were going to sell. Surprisingly (he said, sarcastically)
Ming Kuo claimed just over a year ago that Apple cut their Vision Pro order nearly in half (to 400k-450k), despite the fact that the only source for the larger number (750k-800k) was ... (wait for it) ...
him. And the factory producing the displays was only capable of producing enough to cover 450k units in the first year, anyway!
So many people have ignored the fact Apple explicitly positioned the device as a small (for them) run aimed at developers, and continue to bang on about how it did so terribly. From everything I have seen, it did exactly as well as they expected. Which, sure, means it didn't set the world on fire in terms of unit sales, but you don't release a device where you are constrained to only producing 450k units in a year and expect it to immediately be the next iPhone.
