Apple cut Vision Pro orders pre-launch, anticipates 400,000-450,000 unit sales for 2024 vs. expected 700,000-800,000 units. Demand for $3,500 headset lower than predicted.
Apple adjusting roadmap due to underperformance, potentially delaying lower-cost mixed reality headset to post-2025. Vision Pro impresses technically but faces retention challenges after return period.
Failure of Vision Pro may influence industry trends. Kuo warns certain components like Micro OLED displays may not see required adoption rates for mass production in other devices.
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