NEWS  Apple  November 29, 2023  Reading time: 2 Minute(s)

Max (RS editor)

Anticipation is building around Apple's upcoming flagship, the Apple Vision Pro, with rumors swirling that the tech giant plans to ship a staggering 10 million units within the first three years of its release. While the whispers of this ambitious goal have reached the ears of tech enthusiasts, skepticism looms as supply chain reports remain enigmatic.

Set to hit the market in early 2024, the Apple Vision Pro appears on track for its scheduled debut. However, the precise number of units Apple intends to ship in the inaugural year remains a point of contention among supply chain insiders.

An Interface News post shared by the user @Tech_Reve puts forth an intriguing perspective. According to this source, Apple aims to dispatch 400,000 units upon launch, followed by a million units in 2024, culminating in an impressive 10 million within the initial three-year period. Notably, there seems to be a misinterpretation, erroneously projecting these figures for 2025, when three years from the Apple Vision Pro's launch would align with 2026—a more plausible timeframe for such substantial sales.

Yet, the Apple Vision Pro's high price tag may pose a hurdle to explosive growth, with rumors of a more affordable alternative not surfacing until late 2025.

Diving into the cost breakdown, the report suggests that the Apple Vision Pro's parts and manufacturing come with a price tag of $1,700, a considerable difference from the speculated retail price of $3,499 but in line with pre-announcement bill of materials estimates.

Despite Apple's efforts to diversify its supply chain, the report asserts that 60% of the Apple Vision Pro components are sourced from China. This trend is expected to persist in future headsets, aligning with information communicated by Apple to its supply chain sources regarding the next two generations.

However, caution is advised when considering this information, as it emanates from a relatively obscure source. Even @Tech_Reve, a leaker with a track record of accuracy, expresses skepticism about the report's credibility.

Contradictions arise when comparing this report to previous information from more reputable outlets. Earlier rumors hinted at Apple targeting 1 million units in 2024, later scaling back orders to 400,000 for the entire year. While the numbers align, the timeline discrepancy raises eyebrows, suggesting that Monday's report may be working with outdated information.

In conclusion, this story is deemed unlikely due to a plethora of conflicting or outdated details. The reliability of these numbers remains uncertain, and only future reports from more dependable sources can offer a clearer picture. For now, the speculation surrounding Apple Vision Pro's shipments should be approached with caution.

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