Apple Vision Pro launched in early February after years of rumors about the company's plans for mixed reality. Ahead of an international expansion, reliable analyst Ming-Chi Kuo confirms what most people already knew: Apple's first spatial computer is a failure. According to the analyst, Apple has cut 2024 Vision Pro shipments to 400-450k units versus the market consensus of 700-800k units or more.
In his blog post, Ming-Chi Kuo talks about Apple Vision Pro's biggest issues: 'The challenge for Vision Pro is to address the lack of key applications, price, and headset comfort without sacrificing the see-through user experience. In contrast, VR is also a niche market, but at least there are proven successful applications , and trend visibility is better than MR.' While WWDC 2024 could renew interest in Apple Vision Pro thanks to visionOS 2.