Kuo: Vision Pro Likely to Launch in Late January or Early February

[MacRumors]

Mass shipments of the Vision Pro to Apple will begin in the first week of January, according to supply chain analyst Ming-Chi Kuo.

In a December 24 research note, Kuo said the Vision Pro will most likely hit shelves in late January or early February based on this shipment schedule. Kuo estimates that Vision Pro shipments in 2024 will reach approximately 500,000 units.

Apple first announced the Vision Pro at WWDC in June, and said it would launch in the U.S. in early 2024, followed by more countries later in the year.

Kuo's prediction follows a report from Bloomberg's Mark Gurman earlier this month that said Vision Pro manufacturing was "running at full speed." Gurman said Apple was aiming to launch the headset in early February.

Article Link: Kuo: Vision Pro Likely to Launch in Late January or Early February

 

[ScottishDuck]

This seems hard to believe. I feel like that’s a very short amount of time to have consumers clear on what this product is and why they need it.

 

[DigitalAR]

Which means it'll actually release around March or April.

Merry Christmas!

 

[Skyscraperfan]

500,000 times $3,499 is just $1.7495 billion. Not a big thing by Apple standards. Far away from being the "next iPhone".

 

[diddl14]

With the Watch of the shelfs, they quickly need something new.

 

[PsykX]

500,000 times $3,499 is just $1.7495 billion. Not a big thing by Apple standards. Far away from being the "next iPhone".

The first iPhone didn't sell all that well by the way. It'll take a 2nd or 3rd gen, a cheaper model, and a bit of social proofing because we kind of have no idea about the experience this device can give us.

I wonder if it's really going to be an M2 chip inside ? Or M3 ?

 

[krspkbl]

500,000 times $3,499 is just $1.7495 billion. Not a big thing by Apple standards. Far away from being the "next iPhone".

iPhone wasn't a huge hit right away and wasn't available to everyone at first. It was behind Blackberry and Motorola Razr in sales in the US. I wanted the original iPhone but it was locked to contracts. I didn't get my first iPhone (3G) until September 2008 when it went on sale for PAYG.

I do think the headset will be a harder sell but there is still lots of potential for it. It's just going to take time. Apple is already thinking of the 2nd gen headset so it seems they just want to get this thing out the door to get the ball rolling. Like the iPhone, it's going to take a good few years worth of hardware revisions and software updates before it becomes worth thinking about for the mass market. Remember you had to jailbreak your iPhone to get copy & paste functionality until iPhone OS 3 came out ... 2 years after the first iPhone.

 

[Infodataset]

Cant wait to see spatial porn with $3.500 device

 

[newyorksole]

uuummm then that marketing blitz better be starting soon lol.

 

[krspkbl]

i won't be buying one any time soon but i'm excited to see how it goes. the fanboys and people with too much money are going to need to support this until it becomes affordable or interesting to most people. don't let us down beta testers.

 

[newdeal]

If this was 2 grand Canadian I would likely buy one. But it will be around 5 grand...

 

[krspkbl]

If this was 2 grand Canadian I would likely buy one. But it will be around 5 grand...

this thing could be $100 and i still wouldn't buy it with the 2nd headset seemingly coming so soon. just wait for that.

 

[Born Again]

Everyone needs to watch this

Takeaways
Great build quality
Great screens
Intuitive ui
Spatial video works well when close to the subject
Spatial is a gimmick

I stand by my earlier position. This will not sell well.

 

[syklee26]

if this won’t give me motion sickness, I am in.

But I haven’t seen a single VR device that didn’t give me motion sickness.

 

[Username-already-in-use]

This seems hard to believe. I feel like that’s a very short amount of time to have consumers clear on what this product is and why they need it.

Given the low volumes of shipments, it would not be desirable for Apple to create high demand since it would create a frustrated consumer base.

I suspect Apple will be content with selling to cash-rich early adopters which will (1) give them valuable real-world real-user feedback, and (2) buy Apple time to iterate on the product and produce something mass marketable.

 

[japanime]

With the Watch of the shelfs, they quickly need something new.

I seriously doubt that folks who were hoping to buy an Apple Watch will say to themselves, "Well, since I can't get a watch, I'll buy a Vision Pro instead."

 

[Lounge vibes 05]

500,000 times $3,499 is just $1.7495 billion. Not a big thing by Apple standards. Far away from being the "next iPhone".

Keep in mind that the original iPhone sold its first million units in an order of 2 1/2 months, and within a year it only sold 6.1 million units.
Meanwhile, the iPhone 5C and 5S sold 9 million units… In a single weekend.

And now they’ve went from selling 6 million phones a year to 220,000,000+ phones a year.

While I’m under no impression they’re anywhere close to selling 220 million headsets in a year, it’s quite possible they could get into selling the 20 million or so units that they do with the Mac

 

[japanime]

In a Christmas Eve note, Kuo said the Vision Pro will most likely hit shelves in late January or early February based on this schedule.

Has Kuo been knocking back the egg nog? 🤣

 

[DBZmusicboy01]

Cant wait to see porn with $3.500 device

Especially Feet 😍

 

[Born Again]

Keep in mind that the original iPhone sold its first million units in an order of 2 1/2 months, and within a year it only sold 6.1 million units.
Meanwhile, the iPhone 5C and 5S sold 9 million units… In a single weekend.

And now they’ve went from selling 6 million phones a year to 220,000,000+ phones a year.

While I’m under no impression they’re anywhere close to selling 220 million headsets in a year, it’s quite possible they could get into selling the 20 million or so units that they do with the Mac

Why are there so many apologists for Apple? Not everything is a hit.

 

[vegetassj4]

I can't wait for more of these: https://www.tiktok.com/@iamhear_official/video/7085141234527784197?lang=en

Not to mention the airtyping in public

 

[Sasparilla]

Amazing its about to get here, totally expect it to sell in low numbers - but would expect that no matter who made it. Still thinking this is something to get the software base rolling and tweaking things for glasses many years down the road (which could potentially sell), but we'll see.

 

[Lounge vibes 05]

Why are there so many apologists for Apple? Not everything is a hit.

It’s not about being an apologist, it’s about being realistic.
It’s also about the fact that there really is no room for this product to be a flop or a hit, because they’re literally going to sell about as many as they can make.
We probably won’t have anywhere close to a picture of if this product is successful or not for several years, and by then the supply will have gone up in the costs will have come down.

The original iPod, which was at least twice the price of most competition, Mac only, firewire only and without the iTunes Store, today would be considered a “flop” by people here.
But once they switched it to USB and introduced iTunes to Windows and introduce the iTunes music Store and created cheaper and more expensive versions… It took off.

 

[danakin]

Gotta say, I don’t see the allure of wearing this apparatus on my melon for any length of time.
I genuinely don’t know how to handicap if this will be a success or a “meh”.

 

[Jppatter]

Well I’ll have mine day one and I can’t wait.