Apple has been forced to make “drastic” cuts to production forecasts for its Apple Vision Pro spatial computer, Financial Times reports. The complexity of the headset design and difficulties in production are reportedly behind the scaling back of targets.
Qianer Liu, Patrick McGee, and Kana Inagaki for Financial Times:
[P]lans for a more affordable version of the device have had to be pushed back, according to multiple people with direct knowledge of the manufacturing process.
Two people close to Apple and Luxshare, the Chinese contract manufacturer that will initially assemble the device, said it was preparing to make fewer than 400,000 units in 2024. Multiple industry sources said Luxshare was currently Apple’s only assembler of the device. Separately, two China-based sole suppliers of certain components for the Vision Pro said Apple was only asking them for enough for 130,000 to 150,000 units in the first year.
Both projections imply a significant cut to production from an earlier, internal sales target of 1mn units in the first 12 months. The forecasts for low volumes reflect Apple’s lack of confidence in being able to scale production, according to analysts and industry experts…
“A lot of this is normal growing pains,” said Jay Goldberg, founder of tech consultancy D/D Advisors. “This is the most complex consumer device anyone has ever made.”
MacDailyNews Take: This type of report smacks of AAPL fomenting.
Issues are to be expected this far ahead of mass production. Things could look much differently in a few months.
Regardless of this report’s veracity, the song remains the same: get your Apple Vision Pro pre-orders in as soon as pre-orders begin!
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there’s bound to be some hiccups along the way, but there’s always over-reactions to rumors and supply chain reports, many of which turn out not to be valid.
it also doesn’t seem like apple wouldn’t have been able to foresee this during the time of the announcement.
This report does not come from Apple. Someone is trying to depress the stock and make a few extra bucks.
These moronic reports are only to spread FUD in Appleworld. Supply chain or not they won’t be able to make enough of them for entirely other reasons (DEMAND)
Apple is doomed I tell ya……..
Given the complexity of this thing, knocking out a folding iPhone/iPad Mini should be a cinch, right? Over/under on 2025?