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Apple cuts 2024 and 2025 Vision Pro shipment forecasts

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Re: Apple cuts 2024 and 2025 Vision Pro shipment forecasts

#11
post #3
post #2

I wonder why they didn't just start selling here in Europe earlier if sales are lagging. Even if some enthusiasts will have gray-imported theirs. Not that I'd buy one, the price is ridiculous. Including taxes it would cost me nearly half a year's rent. But I'm sure some people would.

Setting up the infrastructure for the prescription lenses (which are regulated differently in every country) and in-store demos is probably a massive job

there are already small companies selling after-market prescription lenses for VR in EU https://www.vr-wave.store/

Re: Apple cuts 2024 and 2025 Vision Pro shipment forecasts

#12
post #8
post #7

Earlier quoted context omitted.

Europeans cannot afford it

LVMH seems to do OK in Europe, there is certainly a thriving luxury market. Vision Pro is just not compelling enough to live up to the price tag.

73% of LVMH revenue is from outside of Europe:

https://www.lvmh.com/investors/profile/financial-indicators/

Re: Apple cuts 2024 and 2025 Vision Pro shipment forecasts

#13
post #8

Earlier quoted context omitted.

LVMH seems to do OK in Europe, there is certainly a thriving luxury market. Vision Pro is just not compelling enough to live up to the price tag.

73% of LVMH revenue is from outside of Europe: https://www.lvmh.com/investors/profile/financial-indicators/

10% of population but 27% of revenue, seems pretty fair to me - if you think that buying an outsized amount of luxury tat is a good thing!

Re: Apple cuts 2024 and 2025 Vision Pro shipment forecasts

#14

Earlier quoted context omitted.

73% of LVMH revenue is from outside of Europe: https://www.lvmh.com/investors/profile/financial-indicators/

10% of population but 27% of revenue, seems pretty fair to me - if you think that buying an outsized amount of luxury tat is a good thing!

[deleted]

Re: Apple cuts 2024 and 2025 Vision Pro shipment forecasts

#15
post #2

I wonder why they didn't just start selling here in Europe earlier if sales are lagging. Even if some enthusiasts will have gray-imported theirs. Not that I'd buy one, the price is ridiculous. Including taxes it would cost me nearly half a year's rent. But I'm sure some people would.

Digital Markets Act. Apple are having to hold their nose and allow alternative apps stores in the EU. AVP is their new pasture for walled-garden entertainment, so it would be risky to introduce that, especially at a time when their own app store has so little content for it.

Re: Apple cuts 2024 and 2025 Vision Pro shipment forecasts

#16
post #11
post #3

Earlier quoted context omitted.

Setting up the infrastructure for the prescription lenses (which are regulated differently in every country) and in-store demos is probably a massive job

there are already small companies selling after-market prescription lenses for VR in EU https://www.vr-wave.store/

Checking their Terms of Service it starts with "Our place of business is Hong Kong, i.e., Hong Kong jurisdiction applies", which means they can just completely ignore any EU law about optometry, a luxury Apple doesn't have

Re: Apple cuts 2024 and 2025 Vision Pro shipment forecasts

#17
post #11

Earlier quoted context omitted.

there are already small companies selling after-market prescription lenses for VR in EU https://www.vr-wave.store/

Checking their Terms of Service it starts with "Our place of business is Hong Kong, i.e., Hong Kong jurisdiction applies", which means they can just completely ignore any EU law about optometry, a luxury Apple doesn't have

here's a German company instead

https://vroptician.com/

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