Demand for Apple Vision Pro headsets may decline, top analyst warns

appleMing-Chi Kuo, a top Apple analyst at TF International Securities, said the company's Vision Pro sold out quickly after pre-orders opened on Friday, but early signs indicate demand may be waning. That's what it means.

Shipping times for all Vision Pro models increased to five to seven weeks in a matter of hours, indicating the product is selling out quickly, he said in a blog post. He estimated that Apple sold between 160,000 and 180,000 Vision Pro units over the weekend.

However, Kuo said the extended delivery time remains unchanged 48 hours after pre-orders begin, and there is a “big concern” that “demand may taper off quickly after core fans and heavy users place their orders.” It is written that it is causing

“Popular iPhone models also sell out quickly after pre-ordering, with shipping times typically stretching from within hours to weeks,” Kuo wrote. “However, unlike the Vision Pro, iPhone models typically experience steady increases in shipping times even 24-48 hours after pre-orders begin, meaning demand continues to grow even after initial orders begin. is shown. [sell]-Outside. “

Kuo wrote on his blog that it's “not difficult” for Apple to ship a total of 500,000 Vision Pro units this year. He previously predicted that the company would produce only 60,000 to 80,000 units by the time the product goes on sale on February 2nd.

Morgan Stanley analysts said Wednesday that Apple is likely to ship 300,000 to 400,000 of its virtual reality headsets this year, with “further upside possible depending on early sales feedback.” That's what I expected.

Wall Street analysts don't expect the $3,499 Vision Pro to significantly boost Apple's revenue right away, but initial reception for the new product category indicates how its potential will be in the future. I'm paying attention to the crab.

“At this point, Vision Pro is still a very niche product,” Kuo wrote.

Apple did not immediately respond to a request for comment.