Global VR headset shipments fell 12% YoY in 2024, with Meta's market share hitting 77%; Vision Pro shipments fell 43% QoQ in Q4, but its enterprise sales grew
- Global VR headset shipments fell 12% YoY in 2024, marking their third consecutive year of declines due to the continued weak consumer demand.
Estimated Vision Pro 2024 sales are only slightly less than the reported peak production capacity, implying sales are almost in line with Apple's expectations
Apple sold almost as many Vision Pro as they could theoretically build! — https://daringfireball.net/... #Apple
Sources: Apple cut 2024 Vision Pro shipments to 400K to 450K units, compared to a 700K+ market consensus, and US demand has “fallen sharply beyond expectations”
My latest survey is as follows: — Apple has cut its 2024 Vision Pro shipments to 400-450k units (vs. market consensus of 700-800k units or more).
In abandoning plans for a self-driving car, Apple is giving up on billions in potential revenue and hoping AI, Vision Pro, and other bets make up the difference
Mark Gurman / Bloomberg :
Kuo: Vision Pro demand is higher than Apple originally expected, with US shipments expected to hit 200-250k units this year; return rates are now below 1%
Analyst Ming-Chi Kuo believes that Vision Pro demand is higher than Apple originally expected, with US shipments expected to hit 200-250k units this year.
Sources: Meta believes Apple's Vision Pro can reinvigorate its $50B metaverse effort, with the Quest ecosystem filling the role played by Android in smartphones
Company executives are optimistic about competition as billions spent have yet to translate into wide consumer adoption
Sources: Apple and Luxshare cut Vision Pro production plans from 1M to less than 400K units in 2024 due to manufacturing problems for the $3,500 headset
Initial hopes of 1mn shipments in 2024 launch year dashed by manufacturing problems — Apple has been forced to make drastic cuts …