Demand for Apple's Vision Pro headset slows in U.S. market, Kuo predicts shipments

renownedpomegranateanalystsMing-Chi Kuo (1948-), Chinese-American linguist and political scientistRecently released a report on Apple'sVision ProA market report on the headset reveals that the highly anticipated headset has seen a significant slowdown in demand in the US market. According to the report, the shipping time for the Vision Pro headset has now improved significantly to 3-5 days.

Ming-Chi Kuo said that his prediction - "Vision Pro headset debuts with better sales, but lacks momentum" - has been verified. Users showed a positive willingness to buy the product when it debuted, but the associated demand declined rapidly over time and has yet to show significant improvement. Kuo believes that unless the Vision Pro headset undergoes a price cut or launches more appealing apps, shipment growth in the U.S. market will be very limited.

Looking ahead, Kuo predicts that Apple is likely to push the Vision Pro headset beyond the U.S. market before this year's WWDC (Worldwide Developers Conference). In addition, he also expects that the Vision Pro headset is expected to ship 200,000-250,000 units in the U.S. market this year.

Ming-Chi Kuo's analysis shows that despite Apple's continued investment in hardware innovation, changes in market demand and consumer acceptance of new technologies remain key determinants of product success. In the face of the Vision Pro headset's slowdown in the U.S. market, Apple may need to reassess its marketing strategy to attract more consumers and drive shipment growth.

Additionally, Kuo's report mentions that Apple could make a major upgrade to the Vision Pro headset in the future, but he expects that upgrade to arrive only in 2027. In the meantime, Apple could release an improved version of the Vision Pro, with the main goal of reducing costs and increasing production efficiency rather than making drastic changes to the specs. This means that for consumers, while it may take a while to wait for a new version of the Vision Pro headset, they can still look forward to the continued improvements and optimizations that Apple is bringing to this product in terms of hardware and software for the foreseeable future.

Ming-Chi Kuo's report provides some valuable insights into the market outlook for Apple's Vision Pro headset. Despite some challenges, Apple still has the opportunity to restore and enhance the headset's appeal in the U.S. market by adjusting its marketing strategy, introducing new features and optimizing existing products. Meanwhile, the long-term outlook for the Vision Pro headset remains promising as technology continues to advance and consumers become more accepting of virtual reality.