, which investors treated with a lukewarm reception, marked the company’s first new product line since the launch of the Apple Watch nearly a decade ago.
“Apple proved they have a vision for the role AR technology could play for consumers ... and Vision Pro looked sleek/differentiated versus incumbents and performed with clear potential,” Morgan Stanley analysts said. But he added that Apple may not need to dominate the market in terms of shipments to become the most prominent player.
KGI Securities analyst Christine Wang said she expected shipments of 200,000 in the first year, while Credit Suisse predicted Apple could ship over 1 million units in the period.
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