Ming-Chi Kuo, an esteemed supply chain analyst known for providing insider information on Apple’s new products, recently reported on the pre-order availability of Apple Vision Pro headsets in the United States. The first batch of products, set to be released on February 2nd, sold out quickly, indicating strong demand or limited supply.
According to Kuo, his estimations project that Vision Pro received pre-orders of 160,000 to 180,000 units within the past week. Shortly after the pre-order opening, the delivery schedule was delayed by 5-7 weeks. However, Kuo noted that once the 48-hour pre-order period was over, the delivery timeframe did not extend further. This suggests that most of the initial pre-orders came from Apple enthusiasts or individuals eagerly awaiting its practical applications. The challenge now lies in gauging how much the order volume will increase.
Kuo compared the delivery timeline of Vision Pro with Apple’s previous iPhone pre-orders, which typically see gradual adjustments over the first three days. In the case of Vision Pro, however, no such adjustments were made.
Previously, Kuo had predicted sales of 500,000 units for Vision Pro within its first year. Considering the pre-order figures, he believes that Apple should have no trouble meeting this target.
TLDR: The Apple Vision Pro headset, made available for pre-order in the US, sold out quickly, suggesting high demand or limited supply. Estimates show pre-orders of 160,000 to 180,000 units within a week, causing a delay in delivery by 5-7 weeks. Analyst Ming-Chi Kuo believes that most early pre-orders came from Apple enthusiasts or those eager to utilize its features. Comparisons to previous Apple product pre-orders show that the delivery timeline for Vision Pro remains steady, indicating stability in demand. Kuo’s previous prediction of 500,000 unit sales within the first year seems likely, given the current pre-order figures.
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