On January 19th, US time, the most popular technology hardware of the year, Vision Pro, officially began booking. According to multiple sources, the pre-sale of Apple Vision Pro headsets is booming, and orders are in short supply.
Inventory sold out 18 minutes after opening the order
According to media reports, it was found on Apple's US official website that within 5 minutes of booking, 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. Place an order within half an hour after the start of sale, and the delivery time for all specifications of Vision Pro needs to wait for 6-7 weeks.
Apple analyst Guo Mingqi once revealed that Apple's first batch of Vision Pro stocks are around 60000 to 80000 units, and in about 2-3 weeks, the stock of Vision Pro will double.
According to the official website of Apple in the United States, the VisionPro for 256G, 512G, and 1T is priced at $3499 (approximately 25000 RMB), $3699 (approximately 26600 RMB), and $3899 (approximately 28000 RMB) respectively. For regular Zeiss lenses, an additional $99 (approximately 720 RMB) is required, while prescription lenses cost $149 (approximately 1066 RMB).
According to reports, the purchasing prices of a domestic e-commerce platform generally range from 35000 to 70000 yuan, and it is impossible to guarantee the first batch of goods and bring them back in a timely manner. In addition, due to the cumbersome booking process of this Vision Pro, including the need to prepare an Apple ID, phone number, and corresponding payment methods for the United States, there are even people in China who provide proxy auction services, with prices ranging from 5000 to 8000 yuan.
Securities Times · e Company reporter saw from the JD platform that as of the reporter's press release, JD International has already had over 17000 reservations, but the selling price has not yet been announced.
In addition, many accounts on the Xianyu platform have already posted purchasing messages.
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.
Related concept stocks receiving attention
It is worth mentioning that A-share listed companies related to Apple Vision Pro headsets have also received attention from investors and market funds.
On January 18th, the official WeChat account of Hengxin Oriental announced that on January 17th, a delegation led by Apple's Asia Pacific region leaders visited Hengxin Oriental and fully experienced the company's classic cases in the fields of CG, VR, and LBE, and discussed the development of content around the Vision Pro platform. Both parties expressed their expectation that in the near future, Hengxin Oriental will play an important role in the Vision Pro native application developer community and industry application expansion in the Greater China region, thanks to its long-term accumulation in high-end 3D CG/VR content, offline LBE creation, education and cultural tourism vertical applications.
Affected by this news, the stock price of Hengxin Oriental hit the 20% daily limit up. However, on the morning of the 19th, Hengxin Oriental issued a clarification notice stating that the personnel visiting the company this time were a team of three from Apple's Asia Pacific Greater China developer relations team. The purpose of the visit is to enhance understanding and explore content development technology, and substantive content cooperation was not achieved during this visit. The company is only one of the global content developers of Vision Pro, and currently no content has been launched on its platform.
Last November, Hengxin Oriental welcomed dozens of institutional investors to conduct research, among which the company's latest developments in the Apple developer suite and whether gesture games can be ported with Vision Pro headsets were the focus of institutional attention. At that time, Hengxin Oriental stated that the company's R&D team had downloaded the developer kit for Apple headsets and was orderly advancing related research and exploration. The company will consider whether to port Drakheir to Apple Vision Pro headsets based on market demand and business needs.
Investors are also paying attention to whether Tom Cat's product plans to launch Apple's Vision Pro. On January 15th, Tom Cat stated in an investor research summary that the company has maintained long-term and stable cooperative relationships with channels such as Apple and Google. In addition to launching app stores such as the Apple Store and Google Play, the company's Tom Cat series game products, such as "My Tom Cat" and "My Angela 2," have also joined Apple's game subscription service, Apple Arcade. In the future, with the continuous breakthroughs and continuous development of intelligent terminals such as VR and MR, the company will also keep up with market demand, cover more experience scenarios, and continuously improve the cross terminal intelligent interaction experience of users.
Jiachuang Video disclosed on January 10th that the company has three projects related to Apple's MR device, Apple Vision Pro, including VR camera LOOPS CAM (Phantom Mirror) playback adaptation project, Mirage Line platform and VR live streaming application reconstruction project, as well as offline full sensory theater project and space leisure game GummyBang. "GummyBang is a space computing casual game developed based on Apple Vision Pro devices. The game has been validated as a fully immersive theater technology and has passed Apple Labs' real machine testing and 1V1 coaching review, reaching a releasable state. It is planned to be released as the first release content when Apple Vision Pro is launched."
With the booming pre-sale of Vision Pro, many securities firms have posted articles expressing their optimism about investment opportunities in related fields.
Debon Securities believes that the consumption of content such as C-end streaming, sports, and games is expected to undergo transformation with the deployment of Vision Pro. On the one hand, using MR devices for viewing is expected to increase immersion, especially for movies, events, and more. On the other hand, it is expected to generate more native MR device based content and new forms of content. B-end cultural and tourism, exhibitions and other areas are expected to take the lead in landing, while other fields such as virtual shooting are expected to achieve cost reduction and efficiency improvement through XR related technologies.
According to a recent research report by Tianfeng Securities, the moment of change in the XR industry has arrived, and it is recommended to continue to pay attention to the catalytic effect of the launch of Apple Vision Pro on the industry. Short term optimization of the Apple Vision Pro supply chain, focusing on the core incremental areas of XR headsets (MicroOLED displays, 3D sensors, 3D applications), and long-term attention to changes in industry competition patterns and trends.