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Kuo is thought to have reliable sources inside Apples supply chain.
In apost on Medium, he claimed that Apple has cut its 2024 Vision Pro shipments to 400-450k units.
Thats well below the market consensus of 700-800k units or more, Kuo says.
Unfortunately for Apple, it seems that that has not been enough to boost sales.
Cutting the number of units Apple expects to sell will have a knock-on effect elsewhere, Kuo believes.
For one thing, there may be no new Vision Pro model in 2025, the report states.
Previously, Kuo had claimed that we would not see a Vision Pro with significant changesuntil 2027.
Kuo didnt mention whether the rumoredcheaper Vision Proheadset has also been delayed.
It now looks like that machine cant come soon enough for the company.
Update 4-24-2024:Some believe the current sales projections are in alignment with original estimates.