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Also, think of resale value, especially if Apple drop some of the specs to allow for more production and cheaper costs. If the 4K lcd screens are too difficult and too expensive to make, what are the chances that Apple will lower the spec of the lcd screens to say that of 1080p just so they can hit projected production targets. Will buyers be put off because the consumer units could not come with a 4K screen and the only way to get 4k was if they bought the first editions. It's a possibility.

Also, if Apple do not use 4K lcd's in the consumer model and use 1080p instead, how long would Apple keep on supporting the first editions? because it would mean the firmware devs would have to keep on writing firmware to support 4K and 1080p and if Apple do not intend to use 4k in their consumer models for some time, how long before they get fed up of having to support two different screen sizes when it be cheaper to just support one. It is something to think about.
 
Hopefully they can exponentially reduce costs. This is not an unusual expectation for initial improvements for a complex product production process. Funny story: We had two production lines producing what at the time was a very, very high-volume technical product. Two production line locations: Singapore & US. Singapore beat us (I was in the US) on every metric: yield, cost, rate. It is not supposed to work that way. Sent a friend to S. to analyze why they could do this. He came back and said the main difference was the S. engineers listened to and incorporated ideas from the line workers. The US engineers believe they should be the source of improvements. Hopefully Apple takes the first path.
 
Vision Pro is 6 months until even being released and the media already starting with the “supply production cuts”….lol!…and the beat goes on.
This is key in getting someone to sign up for your “paywalled report”. It doesn’t even matter that there ARE no supply chain informants, they just have to talk a good enough game for folks paying for the report to think, “Yes, I’m totally getting insider information that no one else (other than the other folks paying for the report) can get!!”
 
I see we’re all thinking the same thing regarding hoarding a 1st gen NIB unit to cash out in 15-20 years. It’ll be a real bummer when loads of people spend crazy money to do that and in a couple decades they're dime a dozen bc theres a glut of unopened ones on the market, and in all that time these things just sat in boxes losing functionality as Apple changed/killed off the required services, & by the time they’re 10 years old you cant even activate them anymore. lol
 
If they're making 200k total for all of 2024, it'll sell out within the first day, maybe the first hour.

Remember that they won't have all 200k to sell on the first day. Maybe they'll have 30k to sell on the first day.
Within the first hour is still within the first week ;)
Apple won't only sell what they have in storehouse, but will allow people to place orders for what they know it'll be produced within a certain time frame; so when I talk about "sold out" I don't mean those units in stock, but also those planned for the year.
 
It makes me think that the next versions of Vision Pro won't be as premium, since it's a way too complex device. Apple is probably going to cut on features or high standards materials to cut costs. Everyone being able to get one of these will sure be buying a unique product. I wish I was one of them.
It's possible...however if they aren't launching the cheaper versions for two more years that's a lot of time for manufacturing to figure it out, engineers to solve various problems, and new technologies to be implemented. The next version will be different, but some of those differences may relate to cheaper, but also better technologies/engineering.
 
At this point.. Apple should partner up with Microsoft and let it run Windows 11.

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This product is going to be worth so much within a few decades if stayed unopened. It'll be so rare + a 1st gen Apple product = $$$$$$$$, now that's a good investment.
I'm seeing 80% of the Vision Pro sold will be bought as an investment. In 20 years, there will be 200,000 unopened Vision Pro availible for auction.😏
 
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You’re fabricating a problem that doesn’t exist. There is no mechanism for ads to cover your entire field of view.
But the device controls the whole field of view and I wonder if there will be any restrictions for developers on where to place ads. There was a satire video about that problem on YouTube, but reality might become as bad or worse. Apple has a conflict of interest. I needs a lot of good apps. So it can't restrict the ability to make money through ads too much.
 
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Gruber had an interesting take about this on his podcast a few days ago. Basically Apple only charged $3500 because they knew how constrained it was going to be. Apple spec’s this hardware as the minimum viable product for what they want their spatial computing experience to be. Apple could’ve charged $15,000 and still sold through limited stock but did so because they didn’t want to drastically affect future pricing. Apple’s pricing is a big part of their product itself and sets it as a premium brand. His thinking is by releasing it as Pro first, they are setting a bar for future releases and signaling this pricing is because this is the high end.

Personally I wouldn’t be surprised if they can get supply chain under control if the “Vision Air” or just “Vision” version is like $1499-1999 with the M2 and maybe no external display and cheaper materials in 2025. Then maybe the Pro version ends up settling in around $2499-2999 and goes up from there with multiple processor spec options?

Something else I’ve been thinking about is Apple had to release this at some point it it was always going to be constrained no matter what. The closest parallel I can think of is the Face ID components. Apple does things at a massive scale compared to most companies, and that scale has gotten so wildly out of control that to release a product in a completely new category means components that haven’t been manufactured before constraining things like the Face ID chips kinda did for a bit. This really puts a lot of pressure on the market. But if you never start somewhere, then the manufacturing processes can never improve over time and bring down cost over time and increase yield over time.
 
I am a gadget guy. Based on how fast I got bored with the Oculus Quest 2 and based how fast technology changes, I think I will skip these $3000 VR goggles. Too bad that Apple isn't going mass market with their goggles.
 
[...] Secondly, it's revolutionary. The hand gesture control and eyesight control technologies spark excitement. [...]
Canon EOS 5 SLR camera had eyesight control technology +20years ago and it was working very well. But OK Apple new goggles may be more advanced.
 
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This looks like something we'll be getting in a couple of years at best... especially if you're in Europe, which gets new products well after the US.
 
I have heard that Sony is the sole manufacturer of the production MicroOLED lenses that the retail version of the Vision Pro will be using and they have a "hard" production cap of around one million units per year with their current capacity, which would cap Vision Pro production at 500,000 units (and that assumes Sony has a 0% defect rate, which is unlikely).
 
I'm not sure if a 3500+ USD device with (often) personalised prescription lens inserts will work for in-store pickup. Most of the buyers will be businesses and wealthy people with more money than free time, none of which are silly enough to go to an Apple store for pick-up.
Wealthy people with no free time? Ah, too busy packing their bags and traveling to their desert island resort.

For Fyre Festival II? 🤣

 
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I'm seeing 80% of the Vision Pro sold will be bought as an investment. In 20 years, there will be 200,000 unopened Vision Pro availible for auction.😏
I am sure there will be some that will do it. Especially if Apple change the specs that omits something from the original that is never seen again in ver.2 and onwards. Look at the very 1st editions of the iphone that was shipped with OS 1.0. (June 2007) It never had an itunes app or an app store app which makes those editions super super rare because you never see a iphone like that again. The itunes app came in OS 1.1 (September 2007) which is why you see on some 1st edition iphone boxes an itunes app.

Will the Vision Pro be the same? 1st Editions shipped with OS 1.0 and then some quick changes made in the firmware that quickly takes it to 1.1 thus future production boxes changed to recognize the OS version change making a 1st edition box rare? Could be.
 
lolz. Some of these comments, yikes.
Everyone that wants one on day one, will be able to get it one. This device isn't for everyone, self included, but that doesn't mean I hope it flops as some on these boards pray it does. If it sells or doesn't really is a matter for Apple and its well-heeled stock holders.
 
It makes me think that the next versions of Vision Pro won't be as premium, since it's a way too complex device. Apple is probably going to cut on features or high standards materials to cut costs. Everyone being able to get one of these will sure be buying a unique product. I wish I was one of them.
Apple will not chase the low end of this market. This is the type of product that needs a certain base level of quality to be usable. Maybe a version in the future gets down to $2995, but this all depends on component costs — I don’t think they will ever sell a stripped down version.
 
Apple will not chase the low end of this market. This is the type of product that needs a certain base level of quality to be usable. Maybe a version in the future gets down to $2995, but this all depends on component costs — I don’t think they will ever sell a stripped down version.

Agreed. We saw how the iPhone 5C "flopped" in the market so I do not see Apple offering a "Vision Pro Air" with a plastic chassis and LED displays.

What is more likely is that as production capacity and yields of the components increases, the BoM will fall and that will allow Apple to lower the MSRP. It will never be "cheap", but it could eventually end up a $2499 device or perhaps even $1999 device.

It is also possible this is just an interim project designed to provide a bridge to an actual "eyeglass" type Augmented Reality product a few years down the road that would be simpler and by extension cheaper than the full VR/AR experience the Vision Pro offers. Apple could keep the Vision Pro in the lineup (at a lower price than today), but the "mainstream" model would be the "AR glasses".
 
These reports are usually off, but if true that they plan to only have 130,000 to 150,000 in the first year, even if they have 500,000, the demand is going to be insane and I wonder how they plan to sell them. The demand isn't big by iPhone numbers, but certainly many multiples more than 150k. When the watch came out I didn't personally know a single person planning to buy one other than me, the initial feedback and online videos about the watch weren't amazing, and those sold out with a good amount of inventory from day 1, and were selling on eBay for 3x. With the Vision Pro I already personally know several people who plan to pre-order one if that option is available, and the reviews online from people who have tried it have all been some of the most positive I've seen for a new Apple product probably ever. I'm hoping to pre-order one, but if this is true I wonder if it's going to even be possible for most people to get one in the first year. I could see these going for well over $10-15k on eBay if they really do only make that many in the first year.
 
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