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Apple cuts 2024 and 2025 Vision Pro shipment forecasts

medium.com

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Re: Apple cuts 2024 and 2025 Vision Pro shipment forecasts

#2

Post by wkat4242 »

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.

Re: Apple cuts 2024 and 2025 Vision Pro shipment forecasts

#3

Post by kalleboo »

wkat4242 wrote: 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

Re: Apple cuts 2024 and 2025 Vision Pro shipment forecasts

#4

Post by meta-level »

wkat4242 wrote: 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.

I probably would, as I would have bought a Quest or one of the others if that didn't tie me to one little company driven universe with their own rules.

Re: Apple cuts 2024 and 2025 Vision Pro shipment forecasts

#5

Post by schappim »

wkat4242 wrote: 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.

Europe is harder due to multiple languages. They didn’t even bother with the lower hanging fruit: Canada, Australia, New Zealand, UK etc.

I wonder if the strong USD was a contributing factor in delaying this.

Re: Apple cuts 2024 and 2025 Vision Pro shipment forecasts

#6

Post by Someone »

FTA: Apple has cut its 2024 Vision Pro shipments to 400–450k units (vs. market consensus of 700–800k units or more).

I would want to see references for that “market consensus of 700–800k units or more”. This blogger doesn’t seem to have mentioned that before.

Same person, two months ago (https://medium.com/@mingchikuo/vision-pro更新-美國市場需求已大幅放緩-全球發佈...): U.S. shipments are expected to be 200,000–250,000 units this year, better than Apple’s original estimate of 150,000–200,000 units

And three months go (https://medium.com/@mingchikuo/vision-pro首週末預購檢視-符合預期但隱憂浮現-v...): Achieving a shipment volume of 500,000 units for Vision Pro this year should not be challenging

Re: Apple cuts 2024 and 2025 Vision Pro shipment forecasts

#7

Post by hcks »

wkat4242 wrote: 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.

Europeans cannot afford it

Re: Apple cuts 2024 and 2025 Vision Pro shipment forecasts

#8

Post by zarzavat »

hcks wrote: post #7
wkat4242 wrote: 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.

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.
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