Apple might have sold up to 180,000 Vision Pro headsets over pre-order weekend
Figures suggest that this is still 'a very niche product,' according to analyst Ming-Chi Kuo.
Apple's $3,499 Vision Pro isn't for everyone, and indeed, the latest pre-order estimates reflect a slow start for this VR spatial computing device. According to analyst Min-Chi Kuo's calculations based on pre-order inventory and shipping time, he reckons the company sold somewhere between 160,000 to 180,000 Vision Pro headsets during this past weekend. This already far exceeds Kuo's earlier production figures of 60,000 to 80,000 units targeting the initial release on February 2, which is no wonder that the Vision Pro was sold out immediately after pre-orders opened.
While this sounds like positive news, Kuo pointed out that with shipping times remaining unchanged within the first 48 hours, this might indicate a quick drop in demand after the heavy users and hardcore fans were done pre-ordering. In contrast, iPhone orders would usually "see a steady increase in shipping times 24 to 48 hours after pre-orders open." But of course, the Vision Pro isn't meant for the average consumer in its current state, especially given the lack of some mainstream apps like YouTube, Spotify or Netflix. Not to mention the eye-watering $3,499 base price either, though Apple may later release a cheaper model in the ballpark of $1,500 to $2,500, according to an earlier report by Bloomberg’s Mark Gurman.
Kuo added that even with the device being sold out based on the upper initial production figure of 80,000 units, that only accounts for about 0.007 percent of Apple's 1.2 billion active users, which makes the Vision Pro "a very niche product" in the eyes of Cupertino. That is to say, the tech giant will need to somehow drum up and sustain demand for the headset before its global launch, which is rumored to take place some time before this year's WWDC — likely in June. Meanwhile, Apple is also busy setting up demo areas at its US flagship stores, in the hopes of making a few more sales with their 25-minute sessions.