Apple Vision Pro at Apple Park
Analyst Ming-Chi Kuo maintains that other countries will receive the Apple Vision Pro shortly, and says it’s possible because US demand is weak.
Ming-Chi Kuo argues both that general demand continues to be low, but also that the initial early adopter demand was higher than expected. In his full blog post, he says that this early demand means that component suppliers have increased production from between 500,000 and 600,000 units to between 700,000 and 800,000 units for the year.
Kuo also points to a low return rate, backing up a previous report of just 1% of buyers returning the headset. Of those people, he says, fully one fifth returned the headset because they didn’t know to set it up.
He has said in the past that the second Apple Vision Pro will go into mass production in 4Q25 or 1Q26. However, he also says that this release is about improving manufacturing, and a headset with new features may not be released until 2027.
