Article updated on September Jan 24, 2024
First batch of Apple Vision Pro headsets have shipped, subsequent demand to be watched with caution
According to the latest news from the U.S. pre-orderers, Apple has now shipped Apple Vision Pro to the first batch of users, but the delivery will not take place until February 2nd. January 19, Apple Vision Pro in the United States official
 
According to the latest news from the U.S. pre-orderers, Apple has now shipped Apple Vision Pro to the first batch of users, but the delivery will not take place until February 2nd.
 
 
 
January 19, Apple Vision Pro in the United States officially opened pre-sale, open pre-sale that is sold out behind, and will be on February 2 online and offline synchronous sale.
 
 
 
Vision Pro is still limited to the U.S. market sales, but in China's Taobao, Jingdong, idle fish and other e-commerce platforms, there have been a number of proxy purchase links, the price tag ranges from 30,000 yuan to 90,000 yuan.
 
 
 
 
Many buyers said that they can take the plane in early February to carry back, to ensure that users can get the product the first time. There are even scalpers who have speculated the price of Vision Pro to 100,000 yuan.
 
 
 
Although the Chinese buyers have flocked to the early link, but the product experience in China does not seem to be friendly, fearing that it will be difficult to attract a large number of Chinese users.
 
 
 
Apple said on its website that the pre-sale is only for customers in the United States and is designed specifically for U.S. customers, and Apple did not announce when it would open sales in other regions.
 
 
 
Currently the Vision Pro only supports English (U.S.) language, typing input, and English Siri and dictation; on the device, App Store login requires an Apple ID with a region set to the U.S. Additionally, for customers with vision correction needs, ZEISS will only accept vision prescriptions from U.S. eye care professionals and will only ship to locations in the United States.
 
 
 
Users outside of the U.S. region may not be able to access certain apps, features or content due to licenses or restrictions in other countries or regions; after-sales Apple Support is also available only in the United States.
 
 
  
 
Although Apple has stated that the Vision Pro will support 3D movies, the list of supported apps is currently limited to Apple TV, Disney Plus, Amazon Prime Video and a few other platforms. media programs such as Netflix, YouTube, Spotify and others can only be accessed on the Vision Pro using the web side of the device. Browsing.
 
 
 
According to Tianfeng International analyst Ming-Chi Kuo, the Vision Pro is still a very niche product as of now.
 
 
 
Some media reported that supply chains such as assembly manufacturer Lucent Precision are expected to work overtime on production during the Lunar New Year, and used this to infer that demand for the Vision Pro is better than expected. However, Ming-Chi Kuo revealed that the truth is that because there is still room for improvement in the current production efficiency of the Vision Pro, Lexun Precision has been in a situation of full overtime production since the start of mass production, in order to offset the impact of production efficiency on shipments.
 
 
 
He released a report stating that based on the level of stocking before pre-ordering, and the shipping time, it is estimated that Apple sold 160,000-180,000 Vision Pros in the first weekend after opening Vision Pro for pre-ordering. consistent with previous forecasts, the opening of Vision Pro for pre-ordering was sold out, and the shipping time for each model was generally extended to five to seven weeks within hours of opening pre-ordering. -It should not be difficult for the Vision Pro to ship 500,000 units this year. However, the demand for the Vision Pro has been declining rapidly after the pre-order was sold out, so it is still necessary to closely observe other market demand and application updates to determine the change in demand.
 
 
 
Industry insiders believe that Apple has a large group of developers who are now working feverishly on development, and if it can establish a new software ecosystem on the MR platform, Apple may have a chance to reshape the industry.
 
 
 
Currently, consumers outside of China will generally receive the first batch of Vision Pro in mid- to late February, when more feedback on user experience will be needed to see if Vision Pro sales can continue to boom.
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