Ming-Chi Kuo: Apple Vision Pro shipments may be restricted by suppliers and may have to wait until 2027

News on September 27 showed that analyst Ming-Chi Kuo put forward some new views on Apple’s head-mounted display product Apple Vision Pro. Guo Mingchi said that the future development of this product may be restricted by some important suppliers, its shipments may only reach half of market expectations, and the actual production capacity may not reach the expected level until 2027

Ming-Chi Kuo pointed out in a Medium blog post that based on information he obtained from some component suppliers, Apple Vision Pro shipments will only reach 40,000 to 60,000 units in 2024 at most, which is far from the previous market expectations of 1 million units shipped in 2024. The gap is quite large.

Ming-Chi Kuo also mentioned that Apple may cancel the low-cost version of the Apple Vision head-mounted display before 2025. He believes that the high price of Apple Vision Pro may hinder the growth of shipments, so actual shipments may not meet expectations. He also predicted that Vision Pro 2 will not begin mass production until the first half of 2027, which also means that we may not see hardware updates for the product for more than three years.

Ming-Chi Kuo seems to be mainly Focus on explaining to potential users why they need to buy this product even though it provides a great experience. He concluded: “Vision The Pro may take longer than the market expects to become the next star product after the iPhone. "

Apple Vision Pro was announced at WWDC 2023, priced at a whopping $3,499. Although the software is still in the testing phase, Apple CEO Tim Cook said it is expected to start shipping in early 2024. According to analysts, this plan may face some challenges and delays

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