Source: Wall Street See
On Wednesday, Ming-Chi Kuo, the most knowledgeable analyst on Apple, said that based on his observations, many people, including himself, have purchased $Apple (AAPL.US)$After using the mixed-headset Vision Pro a few times, it became useless. If this is a common user condition, simply releasing a version with lower price and specifications will not solve the problem.
Yesterday, it was reported that due to slowing sales of the Vision Pro device, Apple has decided to temporarily suspend the development of the high-end Vision Pro and plans to launch a more affordable version with fewer features, the N109, by the end of 2025, with an expected price of $1,500, far lower than the Vision Pro's starting price of $3,500. Apple is also trying to make the N109 weigh at least one-third less than the Vision Pro.
Some netizens responded to Guo's latest comments stating that Vision Pro is not targeted at ordinary consumers. When Apple releases a budget version of the sports camera, it will be great, and people will be willing to spend a lot of money watching sports like this.
Guo Mingji responded to this netizen, saying:
This year's Apple Vision Pro (AVP) is estimated to have shipped 400,000 to 450,000 units.
The global television market has an annual shipment of about 200 million units. The shipment of high-end televisions (priced above $3,000) is between 3 million and 5 million units. (Guo Mingji stated that he is not a TV expert and if there is a need to correct the relevant data, please inform him.)
Although the content supported by AVP is relatively limited, it must also consider Apple's core fans, heavy users and early adopters in its huge user base of 2.2 billion active devices, which should help increase shipments. Therefore, if AVP is a good substitute for high-end TV products, its shipments this year should exceed 1 million units. But this is not the case.
Another netizen commented that Vision Pro is looking for solutions to problems. Guo Mingji replied that the next generation will solve these problems (which may also produce new problems).
Another netizen, Lacie, praised Vision Pro and said that the biggest problem for him was the trouble of picking up, wearing, and waiting for it to start. People are really spoiled by modern devices. However, once you put on Vision Pro and enter a working or reading state, you will wonder why you didn't do it earlier. Guo Mingji said that there is still a lot of room for improvement in the workflow before use.
Earlier in March, the well-known investor, Duan Yongping, commented on his experience with Vision Pro, similar to that of netizen Lacie. He said,
After receiving my own Vision Pro, I use it more or less every day when I'm at home, and so far I haven't found any discomfort. Although the 3D part is also very magical, I didn't feel any problems when I watched it, but later I felt a little uncomfortable. For me, just watching movies, there is no cinema that can match Vision Pro.
In late April, Guo Mingji pointed out that Apple has lowered its Vision Pro shipment expectations to between 400,000 and 500,000 units, compared to market expectations of 700,000 to 800,000 units. Duan Yongping replied,
Vision Pro is currently not a necessity and will not have significant economic value to Apple for quite some time. I currently only think that watching movies is particularly good, and I haven't had time to discover anything else. I've been busy lately and haven't noticed any movies for about two weeks.
Duan Yongping's usage commentary on Vision Pro in less than two months is consistent with Guo Mingji's latest statement.
Within less than two months, Duan Yongping’s review of the Vision Pro matches Ming-Chi Kuo's latest claims.
Editor / jayden