Apple sells more than 500,000 iPhones on an average day. So 500,000 Vision Pro in the first year is a very small number. It is a lot for such an expensive device, but from a developer's perspective it may not yet be worth developing an app for such a small number of customers. Not only is the number of customers small, but the usage hours per customer are likely also much smaller compared to an iPhone. How many people will use it for more than an hour per day?
No flaw in comparing
year 1 sales of
this device to
year 17 of iPhone?
Perhaps you should look up how many Year 1 iPhone Gen 1s sold? No time for that? OK.
Statista says is was 1.4 million units. What was their average selling price? I don't readily find that in a confirmed form online so let's assume $350 (adjust the following math if you find something different). 1.4 million GEN 1 iPhones times $350 = $490M in year 1 revenue. How great was that!!!
Kuo says up to 180K units of Vpro have been sold almost TWO WEEKS
BEFORE anyone can even see/touch/try one in person. But since we're a very, very,
VERY (did I say very?) pessimistic crowd on Vpro, let's assume that's too optimistic and cut it down to something we believe is probably more likely. 160K? 150K? 140K? Pick a number based on pessimism or "I don't want one, so no one else should either" rationale vs.- oh say- supply chain monitoring in the field... which has established Kuo as a well-respected source of rumors.
Gen 1 iPhone revenue of $490M divided by average selling price of Vpro versions at maybe $3700 = about 133K units for Vpro to yield as much money as Gen 1 iPhone in year one. If Kuo's number is right or a somewhat discounted estimation down to 133K is right,
it's ALREADY OUTSOLD all of year 1s iPhone REVENUE in the first few days of a pre-launch weekend with 12 months of additional sales to add to the tally.
A few key considerations:
- To persist the extreme pessimism, it takes significantly discounting the Kuo number because Vpro has not even launched yet. There is an entire YEAR to still add whatever volume of orders may follow.
- we should not forget that Apple is currently limiting sales to only about 5% of the Earth's population. Are there zero buyers for it among the other 95% of prospective buyers in the world? I know, pessimists will passionately argue that no-one internationally wants it... just as they argued that no-one domestically would buy it. Fool me once, shame on you, fool me twice, shame on ___
- there is almost certainly a group of "objectively undecideds" and "leaning positives" who want to see and try one in person before deciding to buy or not buy... and that is awaiting at least Feb 2. I'm one of the latter, wallet ready, but I want to confirm the experience with my own eyes before choosing to buy or not buy. At this rate- if true- I hope there is some units to be able to buy on Feb 2 or so. The rumor was that the initial batch available was only 80K units... and the MAX Apple could possibly make in all of 2024 was up to 300K-400K units.
So AGAIN, before we dig the grave for a body that no one has even got to touch yet, we might want to first check the body out with our own senses to be sure it is as dead as some proclaim. There may very well be
something here... alive & kicking.
Personally, I would doubt it will probably ever sell as well as year 17 iPhone... but it seems highly likely it is going to make
more money- that thing modern Apple cares about more than all other things- than Gen 1 iPhone after accumulating whatever revenue it will make by this time in 2025. Who knows how popular this kind of product will sell after it gets 17 years to evolve, refine, improve, etc.
If we want to measure vs. iPhone volumes, 500K units Per Day will be a year 2041 challenge. If we make every brand new thing have to sell better- in GEN 1- than modern, refined iPhone, there is probably never going to be anything deemed a "success" ever again from Apple- no Mac, no iPad, no Watch, no Monitor, no Car, etc. It's ALL DOA if the standard is to go from brand new introduction to immediately better than 500K units per day.
But perhaps an 'Apples to Apples' comparison like this one may make more sense for those not already 110% committed to digging graves sight unseen, before even 1 consumer can check the body for any life? I look forward to trying one in person and seeing what it can do myself...
with my own eyes... instead of leaning on the imaginations & speculations of a very pessimistic segment who seemingly have ZERO interest themselves and are relentlessly committed to trying to make everyone else see it their- and only their- way too. Heaven forbid
different people have their
own opinions about brand new Apple products.
"Think different" (if you can).