Here’s why they are almost certainly false. These headlines are almost certain to be false. They’re based on a report by supply-chain expert Ming-Chi Kuo who has reported for Apple’s Supply Chain over the past 10 years. Kuo’s claims sometimes turn out to be true, but
, and his latest contradicts not only what we know about Vision Pro production, but what Kuo himself said just a few months ago.
Specifically, Kuo is claiming that Apple reduced its sales forecast for Vision Pro from a “market consensus” of 700-750K units to 400-450K units, a roughly 40% reduction.new noteKuo claims this is due to weaker than expected US demand, leading to a production cut ahead of global launch. Kuo claimed that Apple had set a US goal of 150-200K for 2024, but in January he said not always. MacRumors separately
“a source with knowledge of Apple’s sales numbers” as saying Apple had sold 200K preorders, particularly ironic given it’s now presenting Kuo’s claim and
.he said Apple sold almost 200K preordersFurther, in January Kuo was referencing Apple Vision Pro “achieving a shipment volume of 500,000 units” as the goal. Multiple sources claim that this is Apple’s annual supply cap, no matter what the demand. Three sources have reported that Sony is the only supplier who can produce micro-OLED screens for less than 500,000 headsets by 2024. Why would the “market consensus”, which was 700-750K units, have even been claimed in the first instance? This doesn’t even make any sense. Apple’s Vision Pro headset is titled “Vision” and reports have indicated that a more affordable version will be released later this decade. Vision Pro is priced according to its supply and production constraints. It’s these constraints that limit its volume and not lower demand.