A new report from TF Securities analyst Ming-Chi Kuo suggests that the Apple Vision Pro might face supply shortages at its February 2, 2024 release.
Priced at a hefty $3,499, the Apple Vision Pro sits firmly in the premium bracket, potentially restricting its initial demand. However, Ming-Chi Kuo believes the groundbreaking technology, innovative user experience, and Apple’s loyal fanbase could still lead to a quick sellout despite the high cost.
Only 60–80k units of Vision Pro will be available at launch
Ming-Chi Kuo, a renowned Apple analyst, has predicted that Apple will only have 60,000 to 80,000 units of the Vision Pro available on launch day. This figure contradicts earlier reports from the Chinese supply chain, which estimated a launch stock of 400,000 units. Kuo’s prediction has raised concerns about the availability of the highly anticipated mixed-reality headset.
Apple will produce 60,000 to 80,000 units of Vision Pro for the February 2 release. Since the shipment is not large, I believe that Vision Pro will sell out soon after the release.
Although Apple has not clearly defined the product positioning and key applications of Vision Pro… https://t.co/miktcS0aSK
— 郭明錤 (Ming-Chi Kuo) (@mingchikuo) January 11, 2024
Apple has a history of limited launch stocks for high-profile products, such as the initial release of the cylindrical Mac Pro, which saw fewer than 1,000 units shipped. Kuo’s projections align with Apple’s strategy of maintaining exclusivity and avoiding excess inventory, especially for a product as technologically advanced and potentially complex to manufacture as the Vision Pro.
Notably, the February 2 launch date is earlier than the typical Apple product release schedule, especially considering the wide availability range of “early 2024.” Kuo suggests that this might be a deliberate move by Apple to build hype and potentially sell out the available units quickly.
Kuo further speculates that Apple’s decision to keep the Vision Pro exclusively in the United States at launch could be a strategic move to reduce the number of potential buyers, improving the chances of a swift sellout. In addition to this, the intricate technology and high production costs of the device might pose challenges in scaling up production rapidly.
Given the potential scarcity, pre-ordering the Vision Pro becomes a strategic move for enthusiasts eager to secure their device. Apple is set to open pre-orders on January 19, and Kuo suggests acting promptly to increase the chances of obtaining the headset on the launch day.
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