Some analysts say the initial demand for Apple's Vision Pro may fade
While Vision Pro may not be Apple's main source of revenue in the near term, with a limited boost to overall profits, that could change given the potential for AR / VR products to become a new generation of smartphones.。
Apple's Vision Pro sold quickly after it opened for pre-order on Friday, but early inventory may mean continued demand。Guo Mingyi, a top Apple analyst at Tianfeng International Securities, said that within hours of opening the aftermarket, the delivery time for all models of Vision Pro was extended by five to seven weeks, indicating that the product sold quickly.。He estimated that Apple sold between 160,000 and 180,000 Vision Pros in its first weekend of launch.。
However, 48 hours after the opening of the pre-order, the shipment time remained unchanged.。This could mean that demand could quickly fall immediately after core fans and heavy users place orders, Guo said.。He noted that, unlike Vision Pro, popular iPhone models typically continue to ship within 24 to 48 hours of the pre-order opening, indicating that demand continues to grow even after the initial pre-sale.。
Kuo wrote in his blog that it shouldn't be difficult for Apple to ship a total of 500,000 Vision Pro units this year, and his previous prediction was that the company would produce 60,000 to 80,000 units, which will be released on February 2.。
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