By Rohit Nagar
Publish date: 22 JAN 2024
Apple analyst Ming-Chi Kuo reports that Apple sold between 160,000 and 180,000 Vision Pro headsets during the first pre-order weekend.
The headset quickly sold out, with shipping times for all models slipping by five to seven weeks, reflecting a high demand during the initial pre-order frenzy.
Despite initial positive signs, Kuo notes that shipping dates remained unchanged 48 hours after pre-orders opened, suggesting a potential tapering off of demand after the initial rush.
Unlike new iPhone models that typically see a steady increase in shipping dates post pre-orders, the Vision Pro's unchanged dates hint at a different demand pattern.
Kuo cautions that while shipping 500,000 units this year may not be challenging, the Vision Pro is a niche product, and sustained demand remains uncertain.
The swift sell-out and extended shipping times highlight the dynamics of the pre-order weekend for the Vision Pro headset.
Kuo emphasizes that the Vision Pro, despite potential sales, is still categorized as a niche product, emphasizing the importance of understanding its unique market dynamics.
The question of sustained demand for the Vision Pro remains a key consideration, as the initial enthusiasm from core enthusiasts may not necessarily translate to broader market adoption.