3 ms·

On track to having sold less than 15% of their Y1 target (400,000 vs 3 MM), production deliveries slashed, and the reported shareholder near-revolts, I think it

On track to having sold less than 15% of their Y1 target (400,000 vs 3 MM), production deliveries slashed, and the reported shareholder near-revolts, I think it's clear that the Vision Pro has flopped and there won't be a sequel any time soon.

lapcat 2y ago
> On track to having sold less than 15% of their Y1 target (400,000 vs 3 MM) This is a fictitious number. Apple never had the manufacturing capacity to reach that so-called target. > the reported shareholder near-revolts Citation needed.
- andsoitis 2y ago
  GP is exaggerating (response below); at the same time many would argue that their overall argument that the Vision Pro is most probably a flop is in the ballpark. There's been much to say about price, the utility of VR, and most recently, the news that companies simply aren't bringing their apps to Vision Pro[1]. > On track to having sold less than 15% of their Y1 target (400,000 vs 3 MM) All the reports online reflect actual vs. expected more around 450-500k vs. 800k - 1M, not 3 million. > the reported shareholder near-revolts The stock market's reaction to the Vision Pro announcement saw Apple's shares dip by 3%, indicating a mix of investor optimism and concern, not revolt. [1] https://www.wsj.com/tech/personal-tech/apple-vision-pro-software-sales-fec324c0 https://www.wsj.com/tech/personal-tech/apple-vision-pro-soft...
  - dagmx 2y ago
    I think both you and the person you’re responding to are correct. The supply chain reports said <1M displays producible. That’s <500K devices producible. Regarding stock, Apple almost always dips by a significant amount during an event. They’re very much traded as buying on the hype and selling on the news.
CameronBanga 2y ago
All supply chain reports before the release were in line with the fact that the in-headset screens were capped at 1million maximum production possible for the first year, and two screens are required for each headset. 3MM was never possible, not sure where you got these numbers.

lapcat 2y ago

> On track to having sold less than 15% of their Y1 target (400,000 vs 3 MM) This is a fictitious number. Apple never had the manufacturing capacity to reach that so-called target. > the reported shareholder near-revolts Citation needed.

andsoitis 2y ago
GP is exaggerating (response below); at the same time many would argue that their overall argument that the Vision Pro is most probably a flop is in the ballpark. There's been much to say about price, the utility of VR, and most recently, the news that companies simply aren't bringing their apps to Vision Pro[1]. > On track to having sold less than 15% of their Y1 target (400,000 vs 3 MM) All the reports online reflect actual vs. expected more around 450-500k vs. 800k - 1M, not 3 million. > the reported shareholder near-revolts The stock market's reaction to the Vision Pro announcement saw Apple's shares dip by 3%, indicating a mix of investor optimism and concern, not revolt. [1] https://www.wsj.com/tech/personal-tech/apple-vision-pro-software-sales-fec324c0 https://www.wsj.com/tech/personal-tech/apple-vision-pro-soft...
- dagmx 2y ago
  I think both you and the person you’re responding to are correct. The supply chain reports said <1M displays producible. That’s <500K devices producible. Regarding stock, Apple almost always dips by a significant amount during an event. They’re very much traded as buying on the hype and selling on the news.

CameronBanga 2y ago

All supply chain reports before the release were in line with the fact that the in-headset screens were capped at 1million maximum production possible for the first year, and two screens are required for each headset. 3MM was never possible, not sure where you got these numbers.