Apple caused a stir earlier this year with the launch of the Vision Pro. THEmixed reality headset, marketed at3499 dollars, represented a new strategic direction for the firm. WhileTim Cook recently saidthat it was a success, but the figures which have just been revealed about it now raise questions, almost ten months after its release.
The Information newspaper today reported asignificant drop in productionsince this summer. This situation could have direct consequences on the future of the helmet.
Slow production
The assembly lines are now idling at Luxshare, which is the main assembler of the Apple mixed reality headset. The subcontractor only produces1000 units daily, or half as much as before. Current stocks reach200,000 units, for sales estimated at370,000 copiessince launch.
Apple even asked its suppliers tocease production by November. The components already manufactured would make it possible to assemble up to600,000 additional helmetsif necessary. Analysts estimate that only50,000 copieswill find takers by the end of the year.
The future is already being prepared
This pause in production is not insignificant. Apple is currently working ontwo new modelswhich could revitalize the market. A second generation Vision Pro is planned forfin 2025, with significant technical improvements and better optimization of production costs.
The firm is also developinga more accessible version at 2000 dollars,scheduled for early 2026. A price which, however, remains very high when we look at the competition, in particular the Meta Quest. They are certainly less sophisticated than the Apple Vision Pro, which has already beenjudged as “over-designed”, but such a difference is still striking. It remains to be seen whether the1500 dollars differencebetween the future Apple headset and the Meta Quest 3 will be justified.
This model will also omit certain features such as Eyesight, but will retain most of the Vision Pro experience. Apple's teams are also exploring other formats, particularly in terms of connected glasses, similar to thecollaboration between Meta and Ray-Ban.
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By : Keleops AG