A new headset called Vision Pro made by Apple is coming out soon. People are very excited and have already ordered a lot of them, but not as many as they do when a new iPhone comes out. Some experts think that after the first few people get it, not many more will want it because it's for a small group of people who like special things. But Apple is working hard to make more of these headsets so everyone can have one if they want it. The Vision Pro headset lets you see and do cool things in the real world using your phone, and there are many apps that work with it. People think that in a few years, Apple might make a new version that is cheaper and more people will want it. Read from source...
1. Analyst Ming-Chi Kuo and AIiel Ives are quoted as authorities on the topic, but their predictions have been proven wrong in the past, especially regarding Apple products. They tend to overestimate demand and underestimate competition, which could lead to false expectations for both investors and consumers.
2. The comparison between Vision Pro sales and iPhone sales is not valid, as they are different types of devices with distinct markets and customer bases. iPhone sales have a mass-market appeal, while Vision Pro is targeting a niche audience that requires more technical knowledge and interest in augmented reality. A fair comparison would be with other AR headsets or similar devices like smart glasses.
3. The article assumes that the initial slow uptake of Vision Pro indicates potential demand tapering off, but this could also be due to limited awareness, high price point, or lack of compelling use cases. It is too early to conclude whether the product will have sustained demand or not, as it depends on how Apple and its partners continue to develop and promote the Vision Pro platform and ecosystem.
4. The article praises Apple's supply chain efforts in meeting the demand for Vision Pro, but this could also be a strategic move to create a sense of scarcity and exclusivity, which could further boost interest and sales among potential customers. It is unclear whether Apple is genuinely struggling to produce enough units or if they are manipulating the market perception to increase demand.
5. The article mentions future iterations of Vision Pro, like Vision Pro 2, that will have lower price points and aim for broader user adoption. This implies that the current version of Vian pro is not satisfactory in terms of affordability or accessibility, which could affect customer satisfaction and loyalty in the long run. It also suggests that Apple may be trying to reach a larger market by reducing the product's exclusivity and innovation.