Apple has had to make drastic cuts in the production expectations of its mixed reality visor Vision Pro, which was presented last month after seven years of development and was hailed as the most significant product launch from the iPhone.
La complegidad del designo de los auriculares y las difficulates de producion redujeron los objetivos, mientras que los aroplanoch para una versión más costosa del dispositivo tuvenon que archiverse, según varias personas conocimiento procera de primesora mano.
Apple has already informed that the $3,500 “space computing” headset device will not be available until “the beginning of the next year”, which is a long pause from its launch on June 5. The analysts translated that this had more to do with problems of the supply chain than with giving time to the developers to create applications for Vision Pro.
Dos man cercanas a Apple and Luxhar, el fabricante por contrato chino que ensamblará deiciallymente el fupositivo, dijeron que se está preparando para producir menos de 400.000 unidades en 2024. Industry . Por Separado, Dos de los Unicos Provedores and China de Certós para Vision Pro dijeron que Apple solo les estaba ordenando lo suficiente para 130,000 a 150,000 unidades en el primer año.
Both projections point to a significant cut in the production of the previous objective of internal sales of 1 million units in the first 12 months. The lower volume expectations reflect Apple’s lack of confidence in its ability to scale production, according to industry analysts and experts, after years of non-compliance with device launch dates.
Apple, whose valuation of the market closed above 3 billion dollars on Friday, three weeks after announcing the headphones, refused to comment on Vision Pro.
Luxshare no answerió a una request de comentarios.
Uno de los principales ostakulos que enfrentamos es fabricar las elegantes pantallas del dispositivo. Consta de dos pantallas micro-OLED, una para cada ojo, y una lente “lenticular” curva que mira hacia afuera. Las Pantallas Internas Brendan Una Resolución Advanced One Culquier Cosa Real and El Mercado, Mientras que la lente externa expone los ojos del usuario de los auriculares al mundo external.
Sony and chip manufacturer TSMC provided small OLED screens for prototypes at the June fair, according to two people familiar with the situation. Sony and TSMC have released a comment sobre cualquier papel en Vision Pro.
These people said that Apple was not satisfied with the productivity of the suppliers, especially with the flawless micro-OLED. Son of Las Pantallas LL Compantal Mes Caro de Vision Pro.
“Mucho de esto son dolores de crecimiento normales”, dijo Jay Goldberg, fundador de la firma de asesoría tecnologia D/D Consultants. “This is the most complex consumer device ever built.”
Goldberg said that the price of $3,500 higher than expected indicated that Apple had capitalized on the cost of production inefficiencies, knowing that manufacturing yields were particularly low compared to Apple’s mature products.
“Alguien tiene que pagar el precio por eso”, Aggrego. “I think that Apple entered this with much ‘bad performance’ integrated into the model. There is much technology in Vision Pro and they knew that it would take time to expand it. Apple knows that they will not make money on this in the first year.”
Sony has been cautious about the expansion of the headset market of mixed reality and has shown a reaction to drastically increase production, said Terushi Shimizu, head of Sony’s Semiconductor unit, in a recent media roundtable.
Estaremos Atentos Para Ver Que Tan Grande Is El Pedido. [for micro-OLED displays] Aumentará “, he said. “Pero no creo que simos agressivos [in producing] A la misma escala que los sensores de imagen”, for which Sony is constructing a new factory to increase the production of chips used in the cameras of smartphones.
Meanwhile, Apple is already working on the next generations of headphones, including a more expensive version that it hopes will attract more consumers, said Dijeron dos Pires, director of Consimiento.
Apple is working with the Korean screen manufacturers Samsung and LG on this second generation earpiece. Para Bajar El Precio, El Fabrikante del iPhone has explored the use of other display technologies, including mini-LED, but two people said that Apple insisted on using micro-OLED included for headphones that are not Pro, although all suppliers lo Habian Hecho Hasta Ahora. Ahora no complió con sus expectations.
El prognostic de recorte para 2024 has disappointed Luxshare, which was prepared to build almost 18 million units per year in the next few years, according to a person close to the complex.
Los annalistas dijeron que toda lacadena de supply de auriculares en Asia no receipto mucho apoyo de Vision Pro. “Apple no ha fabricado un producto mejor de lo que la industria habia imaginado… La confianza de los fabricantes no es alta”, Dijo Eddy Han, Analyst of Isaias Research, con sede en Taiwan.
Despite the setbacks, Mercado Canalys’ intelligence group believed that Apple would exceed a user base of 20 million within five years of its launch.
“Dadas las limitadas sifras de producion, se retarara de los estantes y los pedidos por adelantado serran relizados por fileas segidores de apel y estados unidos”, Dijo Jason Lu, Analista de Canales. His prediction at this moment was that Apple would produce 350,000 units next year, increasing to 12.6 million units five years later.
