Apple cuts Vision Pro shipments amid falling demand

Apple has significantly reduced its shipment targets for the Vision Pro, according to analyst Ming-Chi Kuo, indicating a sharp decline in demand beyond the company's expectations.

Originally planning to ship between 700,000 to 800,000 units, Apple has now revised its estimates to just 400,000 to 450,000 units for 2024.

This reduction comes even before the Vision Pro has expanded into markets outside the United States, suggesting a considerable drop in demand within the U.S. market. Kuo notes that Apple is likely to take a cautious approach to demand forecasting as it launches the Vision Pro in additional countries.

Previously, Kuo predicted that Apple would introduce the Vision Pro in new markets before the June Worldwide Developers Conference, indicating potential availability in more regions in the coming months.

Looking ahead, Apple expects Vision Pro shipments to decline further in 2025 compared to 2024. Consequently, the company is reviewing and adjusting its product roadmap for the headset. Kuo suggests that there won't be a new Vision Pro model in 2025, contrary to previous reports that hinted at a modified version entering mass production late next year.

In a February report, Kuo highlighted Apple's efforts to enhance production efficiency and supply chain management for the Vision Pro. However, significant updates to the product specifications and user experience are not expected until 2027.