According to Securities Times on January 20th, Apple's Vision Pro opened for pre orders on Friday (January 19th) local time. Within 5 minutes of its scheduled opening, the Vision Pro's booking server was overwhelmed, and many people's orders could not be processed. Due to insufficient initial stock, the inventory was sold out 18 minutes after the order was opened. Two hours after opening the order, the delivery date has already been scheduled for March, and some have even been scheduled for April.
As expected, users who managed to grab the early delivery date for their devices have already listed their devices on eBay, allowing those who don't want to wait to get started with the Vision Pro headset in advance.
According to Apple's official website, the 256 GB version is priced at $3499 (approximately RMB 25000); The 512GB version is priced at $3699 (approximately RMB 26700), while the 1TB version is priced at $3899 (approximately RMB 28000). On the eBay platform, there have been high priced transfers. Taking the 512GB version as an example, there are users on the eBay platform who resell it for up to $6000 (currently around $43260), a 62% premium compared to the official original price of $3699.
According to the Securities Times, the purchasing prices of a domestic e-commerce platform generally range from 35000 to 70000 yuan, and it is not possible to guarantee the first batch of goods and bring them back as soon as possible. Some netizens claimed that before the release of Vision Pro, their social media had spent an incredible 100000 yuan on speculation.
According to Apple's official introduction, Vision Pro is a revolutionary spatial computing device that has changed people's way of working, collaborating, connecting, recalling, and entertainment. Vision Pro seamlessly integrates digital content with the physical world, providing users with the most natural and intuitive input methods through their eyes, hands, and voice, unlocking a powerful spatial experience. The new app store provides users with over one million iOS and iPadOS compatible applications, as well as a new experience utilizing the unique features of Vision Pro.
Apple released its first mixed reality MR device, Vision Pro, in June 2023. MR stands for Mixed Reality and is a component of the XR terminal. Compared to VR virtual reality, MR further integrates virtual and real environments, incorporating various virtual objects and images based on the background of the real environment.
Apple official website
Apple claims that this MR is Apple's first space computing device. At that time, Apple CEO Cook said, "Just like Mac brought us into the era of personal computing, iPhone brought us into the era of mobile computing, and Apple Vision Pro brought us into the era of spatial computing."
According to China Securities Journal and Huatai Securities Research Report, the biggest highlight of Vision Pro's release is its innovative new generation human-computer interaction method based on eye gaze and finger movement, as well as an immersive interactive experience. Apple has been carefully building the Vision Pro ecosystem and recently launched the Vision Pro App Store, which will include over one million applications.
Market research firm Counterpoint believes that the $3499 pricing indicates that Vision Pro is not aimed at ordinary consumers, but rather at professional users and content developers. Although Vision Pro is unlikely to have a disruptive impact on the consumer market in terms of sales in the short term, it has set a new industry benchmark and injected strong momentum into the development of the XR industry, which may guide the future direction of the XR industry.
Jibang Consulting believes that Vision Pro is an important layout for Apple to expand the size of the head mounted display market, and also to enter the VR/AR market through this product. If the first purchase is enthusiastic, it is expected that the shipment volume of Vision Pro will reach 500000 to 600000 units in 2024.
According to a research report by Guotai Junan Securities, according to supply chain feedback, the current annual production capacity of the supply chain is at the level of 1 million units, and the supply chain production capacity is limited. If products sell well, it is expected to drive supply chain expansion.
Huatai Securities believes that if we assume that the shipment volume of Vision Pro's first generation products corresponds to the order of 500000 to 1 million units, the optimistic calculation shows that the first generation products will drive the supply chain by about 3 billion US dollars in a year, while the Apple phone will drive the supply chain by about 60 billion US dollars, which is a significant difference of several orders of magnitude. Therefore, this year's first generation products will have limited impact on the overall performance of supply chain companies. However, with the cost reduction of Vision Pro second-generation products, as well as the following of friends and the establishment of the overall software application ecosystem, the industry and applications are expected to open up long-term growth space.
Ping An Securities stated that Apple MR is expected to redefine the VR product experience and usage scenarios, which will have a significant impact on the market and industry chain,
Daily Economic News Comprehensive China Securities Journal, Securities Times, Apple Official Website, and Public Information
