In a Medium publish, analyst Ming-Chi Kuo says Apple has dropped the variety of Imaginative and prescient Professional models that it plans to ship in 2024 from 700,000-800,000 to 400,000-450,00 models.
He says Apple lower orders earlier than launching the spatial laptop in non-US markets, which implies that demand within the US market has fallen sharply past expectations, making the tech big take a conservative view of demand in non-US markets.
Kuo provides that Apple is reviewing and adjusting its head-mounted show (HMD) product roadmap, so there could also be no new Imaginative and prescient Professional mannequin in 2025. The earlier expectation was that there could be a brand new mannequin. What’s extra, Apple now expects Imaginative and prescient Professional shipments to say no year-over-year in 2025.
“The problem for Imaginative and prescient Professional is to deal with the dearth of key functions, worth, and headset consolation with out sacrificing the see-through consumer expertise,” Kuo says. “In distinction, VR [virtual reality] can also be a distinct segment market, however no less than there are confirmed profitable functions (video games), and development visibility is best than MR [mixed reality].”
Additionally, see my April 22 editorial: “If Apple Imaginative and prescient Gross sales Are Slowing, That’s No Shock.”
