Manufacturing issues crushed initial aspirations of 1 million shipments in the launch year of 2024
The mixed-reality Vision Pro headset, which was introduced last month after seven years in development and was regarded as Apple || سیب most significant product launch since the iPhone, has seen substantial production projection reductions as a result.
According to several sources with direct knowledge of the manufacturing process, the intricacy of the headset design and production challenges are to blame for the scaling down of objectives, while plans for a more cheap version of the gadget have had to be delayed.
Apple || سیب production ambitions for the Vision Pro headset were drastically reduced.
The $3,500 “spatial computing” headgear gadget will not be available for purchase until “early next year,” a significant delay from its June 5 debut. This has already been made clear by Apple. This, according to analysts, has more to do with supply chain issues than with giving developers time to make programmed for the Vision Pro.
Fewer than 400,000 devices will be produced in 2024, according to two sources close to Apple || سیب and Luxshare, the Chinese contract manufacturer that will first construct the gadget. According to many industry sources, Luxshare is presently Apple’s only device assembler. Separately, two exclusive Chinese suppliers said that Apple was only requesting money from them to build 130,000 to 150,000 Vision Pro systems in the first year.
Both estimates suggest a considerable reduction in output compared to an earlier internal sales target of 1 million units in the first twelve months. Analysts and industry professionals claim that the low volume projections are a reflection of Apple’s lack of trust in its ability to expand manufacturing in the wake of years of missed deadlines for the device’s introduction.
The Vision Pro’s first-year sales projections from Wall Street analysts range substantially, from the low hundreds of thousands to several million. When the headset was first introduced a month ago, Morgan Stanley predicted it would ship approximately 200,000 units, while Wedbush said Apple would sell about 150,000 units in the first year. 850,000 units and Goldman Sachs thought it might ship up to 5 million units by 2024. In contrast, Apple sold 1.4 million iPhones in the first year they were available. Three weeks after the headset’s launch, Apple, whose market worth closed above $3 trillion on Friday, chose not to comment on the Vision Pro.
This is the most intricate consumer product ever created
making the device’s slim displays is one of the biggest challenges currently being confronted. They are composed of a curved “lenticular” lens that looks outward and two micro-OLED displays, one for each eye. The outward lens projects the headset wearer’s eyes to the outside world, while the interior displays provide a resolution that surpasses anything currently on the market.
According to two persons with knowledge of the issue, Sony and the chipmaker TSMC provided the micro-OLED displays for the prototypes used in the June event. Regarding any part of the Vision Pro, Sony and TSMC declined to comment. According to those insiders, Apple has been dissatisfied with suppliers’ efficiency, particularly with the production of micro-OLEDs that are defect-free. The Vision Pro’s most costly part is its screens.
Many of them are typical growth pains, according to Jay Goldberg, head of the tech advisory firm D/D Advisors. Someone said, “This is the most difficult consumer product ever made. Given that manufacturing yields were particularly poor in comparison to Apple’s portfolio of more established goods, Goldberg said that the higher than anticipated $3,500 price point already showed that Apple had built in the cost of production inefficiencies.
That must be paid for, he continued. ‘Low yield’ was a big part of the approach Apple started with, in my opinion. The Vision Pro has a lot of technology, thus it was anticipated that scaling it up would take some time. Apple is aware that the first year won’t be profitable for them. Terushi Shimizu, chief of Sony’s semiconductor division, stated in a recent media roundtable that Sony was hesitant to considerably increase output since it was uncertain how much the mixed-reality headset market would grow.