It is revealed that Apple has cut orders for Vision Pro parts and shipments will decline

[Gearbest Technology News]Recently, well-known analyst Ming-Chi Kuo revealed that Apple has reduced the purchase of parts and components for its Apple Vision Pro products, a move that implies that market demand for this headset has not reached the level previously expected.

Apple’s Vision Pro performed well in its debut in the U.S. market, with actual shipments in February significantly exceeding Apple’s initial internal estimates. However, as the product enters the global market, a few months later, Apple seems to be facing the challenge of significantly weakening consumer purchasing intentions.

Ming-Chi Kuo pointed out on the 8th that Apple has lowered its full-year shipment target for Apple Vision Pro in 2024 to only 400,000 to 450,000 units, which is far lower than the market consensus estimate of 700,000 to 800,000 units. While “market consensus” doesn't always accurately capture Apple's actual strategy, Kuo's observations may shed light on issues on the supply chain side. In terms of demand forecasting, it is always safer to overestimate than to underestimate. After all, the iPhone out-of-stock phenomenon last fall due to insufficient inventory is a lesson learned from the past.

Ming-Chi Kuo's latest supply chain survey results show that Apple chose to reduce the size of orders before international launches, which confirms that demand in the U.S. market has “slumped significantly and exceeded expectations.” It is speculated that Apple's sales expectations for the non-U.S. market may also become more cautious.

Currently, Apple is actively preparing for the international launch of Apple Vision Pro, and China is expected to be one of the first countries to expand.

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