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Apple Has Sold Approximately 200k Vision Pro Headsets

59 points by mfiguiere 3y ago

KingLancelot 3y ago
[dead]
mgh2 3y ago
Not bad considering Apple sold 270k $500 1st iPhones on its 1st week domestically: https://en.wikipedia.org/wiki/IPhone_(1st_generation)#cite_note-:3-47 https://en.wikipedia.org/wiki/IPhone_(1st_generation)#cite_n...
- CharlesW 3y ago
  Magic Leap sold 6,000 units in the six months following their initial launch, after planning to sell 1M (later revised to 100K) in their first year.
  - jmpman 3y ago
    Someone screwed up marketing. I would have bought one. Never even heard they were on the market. Never saw one in person outside E3, where the line was so long I never got to try it.
    - mgdev 3y ago
      Agree. They failed to capitalize on their existing brand awareness. All it would have taken was a coordinated, concentrated, 3-4 week GTM motion leading up to product availability.
mannyv 3y ago
That's $700m USD. It's going to be hard for people to call that a failure, but they will.
- goosedragons 3y ago
  Revenue. They aren't free to build and it probably cost a great deal to develop. Is it a success if you sell $700m USD but are still $4 billion* in the hole? * Made up number.
  - steve_adams_86 3y ago
    Apparently the margin on them is ~45%, so if they do okay I can see that hole being dug out within a few years. Others have mentioned as well that it seems like this platform might not strictly be a bet on VR. It might also be a proving ground for vision systems and realtime processing capabilities. If that's the case, the information and development advances they can make with this experience might allow them to execute on bigger plans. That could be a car for example. I'm not sure what I think of that, but I don't doubt the product may have been partially justified because it allows shared progress with bigger picture plans. That would make going in the hole okay in a sense, because you'd have to go in the hole either way. At least this way you get a bit back and prove out technologies in the wild.
    - seanmcdirmid 3y ago
      45% before R&D costs, which have to be amortized somehow.
      - flgb 3y ago
        Somehow? Wild guess, but maybe they will be selling the product of that R&D for more than 10 days.
        seanmcdirmid 3y ago
        I doubt it’s less than 10 days. And there are ongoing software development costs. Apple still can’t print money without lots of investment.
      - snakeyjake 3y ago
tracerbulletx 3y ago
Seems pretty good, I hear it's a bit heavy to be comfortable for a long time unless you have head support. But I think the only thing it has to do to be useful if you have enough disposable income is to be an immersive movie or private computing experience on a plane or road trip or something. The videos of people standing around their houses working or doing facetime calls or something probably aren't going to happen though.
QuantumMeow 3y ago
This is by far the most advanced Vision Pro yet.
sylens 3y ago
I doubt Apple cares about the sales numbers for a product that seems to be targeted as a prosumer development kit and a way to gently introduce people to the concept of spatial computing before a more significant push with a Gen2 or true consumer version in a few years. I don't have a need for it and I don't see a real use case for it yet, but I just chuckle at all the debate over its sales, as they seem to be the least important part about it. It will be all about whether or not there are landmark use cases that develop over the next year or two to show that there is potential here. Personally, I hope the answer is no - I'd rather avoid a future where everyone is walking around with a headset or smart goggles strapped to their face all the time. And I certaintly don't want to wear one all the time.
- MaxikCZ 3y ago
  > I'd rather avoid a future where everyone is walking around with a headset or smart goggles strapped to their face all the time. And I certaintly don't want to wear one all the time. I pressume people had similar reaction when mobile phones first entered the market. They were big and heavy they came with a strap to carry over shoulder. No chance people would mass-buy it and walk with it everywhere. But look today, when its thinnier than a finger, and everyone wants it. Once glasses loose its placenta, we will live in different world.
owenpalmer 3y ago
"200,000 units are ready, with a million more well on the way"

59 points by mfiguiere 3y ago

[dead]

mgh2 3y ago

Not bad considering Apple sold 270k $500 1st iPhones on its 1st week domestically: https://en.wikipedia.org/wiki/IPhone_(1st_generation)#cite_note-:3-47 https://en.wikipedia.org/wiki/IPhone_(1st_generation)#cite_n...

CharlesW 3y ago
Magic Leap sold 6,000 units in the six months following their initial launch, after planning to sell 1M (later revised to 100K) in their first year.
- jmpman 3y ago
  Someone screwed up marketing. I would have bought one. Never even heard they were on the market. Never saw one in person outside E3, where the line was so long I never got to try it.
  - mgdev 3y ago
    Agree. They failed to capitalize on their existing brand awareness. All it would have taken was a coordinated, concentrated, 3-4 week GTM motion leading up to product availability.

mannyv 3y ago

That's $700m USD. It's going to be hard for people to call that a failure, but they will.

goosedragons 3y ago
Revenue. They aren't free to build and it probably cost a great deal to develop. Is it a success if you sell $700m USD but are still $4 billion* in the hole? * Made up number.
- steve_adams_86 3y ago
  Apparently the margin on them is ~45%, so if they do okay I can see that hole being dug out within a few years. Others have mentioned as well that it seems like this platform might not strictly be a bet on VR. It might also be a proving ground for vision systems and realtime processing capabilities. If that's the case, the information and development advances they can make with this experience might allow them to execute on bigger plans. That could be a car for example. I'm not sure what I think of that, but I don't doubt the product may have been partially justified because it allows shared progress with bigger picture plans. That would make going in the hole okay in a sense, because you'd have to go in the hole either way. At least this way you get a bit back and prove out technologies in the wild.
  - seanmcdirmid 3y ago
    45% before R&D costs, which have to be amortized somehow.
    - flgb 3y ago
      Somehow? Wild guess, but maybe they will be selling the product of that R&D for more than 10 days.
      - seanmcdirmid 3y ago
        I doubt it’s less than 10 days. And there are ongoing software development costs. Apple still can’t print money without lots of investment.
    - snakeyjake 3y ago

tracerbulletx 3y ago

Seems pretty good, I hear it's a bit heavy to be comfortable for a long time unless you have head support. But I think the only thing it has to do to be useful if you have enough disposable income is to be an immersive movie or private computing experience on a plane or road trip or something. The videos of people standing around their houses working or doing facetime calls or something probably aren't going to happen though.

QuantumMeow 3y ago

This is by far the most advanced Vision Pro yet.

sylens 3y ago

I doubt Apple cares about the sales numbers for a product that seems to be targeted as a prosumer development kit and a way to gently introduce people to the concept of spatial computing before a more significant push with a Gen2 or true consumer version in a few years. I don't have a need for it and I don't see a real use case for it yet, but I just chuckle at all the debate over its sales, as they seem to be the least important part about it. It will be all about whether or not there are landmark use cases that develop over the next year or two to show that there is potential here. Personally, I hope the answer is no - I'd rather avoid a future where everyone is walking around with a headset or smart goggles strapped to their face all the time. And I certaintly don't want to wear one all the time.

MaxikCZ 3y ago
> I'd rather avoid a future where everyone is walking around with a headset or smart goggles strapped to their face all the time. And I certaintly don't want to wear one all the time. I pressume people had similar reaction when mobile phones first entered the market. They were big and heavy they came with a strap to carry over shoulder. No chance people would mass-buy it and walk with it everywhere. But look today, when its thinnier than a finger, and everyone wants it. Once glasses loose its placenta, we will live in different world.

owenpalmer 3y ago

"200,000 units are ready, with a million more well on the way"