Apple Vision Pro Pre-Order Weekend: Success or Failure?
The launch of Apple's Vision Pro has generated significant buzz, as evidenced by its immediate sell-out during the first weekend of pre-orders. This event aligned with previous forecasts by supply chain analysts, including Ming-Chi Kuo, underscoring the intense initial demand for the product. Kuo, in a recent blog post, mentioned the lack of a sustained increase in pre-order demand post-launch, notably the absence of delivery dates slipping further, a trend often seen with other Apple products such as the iPhone. This development has raised concerns about the product's long-term market appeal.
Key Highlights from the Pre-Order Weekend
Immediate Sell-Out: The Vision Pro experienced a rapid sell-out, with estimated sales between 160,000 and 180,000 units during the opening weekend. This aligns with earlier predictions and demonstrates the high anticipation for the product.
Static Demand Post-Launch: Unlike other popular Apple products, the Vision Pro did not see an increase in shipping times after the initial sell-out, indicating a potential decline in demand after the first wave of purchases.
Supply Chain Implications: Reports suggest that assembler Luxshare is working overtime, hinting at challenges in production efficiency. This raises questions about the readiness of the supply chain to meet ongoing demand.
Market Implications and Future Outlook
This mixed response to the Vision Pro's launch suggests a nuanced market reception. While the initial sell-out reflects strong early interest, the plateau in demand points to its niche appeal within the broader Apple ecosystem. Looking ahead, monitoring market responses and updates will be crucial in understanding the product's long-term viability. The Vision Pro's journey has just begun, and its success will depend on how well it adapts to evolving market conditions and consumer preferences.
