Apple introduced the Imaginative and prescient Professional headset at its annual Worldwide Builders Convention in 2023.
Josh Edelson | AFP | Getty Photographs
Apple’s Imaginative and prescient Professional rapidly offered out after preorders for it opened Friday, however some doubt whether or not demand will stay sturdy, in keeping with prime Apple analyst Ming-Chi Kuo of TF Worldwide Securities.
Delivery occasions for all fashions of the Imaginative and prescient Professional elevated to 5 to seven weeks in a matter of hours, indicating a speedy sell-out of the product, he wrote in a weblog put up. He estimated that Apple offered 160,000 to 180,000 Imaginative and prescient Professional items over the weekend.
However these prolonged delivery occasions remained unchanged 48 hours after preorders opened, in keeping with Kuo, who wrote that it raises a “main concern”: that “demand might rapidly taper off after the core followers and heavy customers place their orders.”
“Fashionable iPhone fashions additionally promote out instantly upon pre-order, and delivery occasions usually improve to a number of weeks inside hours,” Kuo wrote. “Nonetheless, in contrast to Imaginative and prescient Professional, iPhone fashions normally proceed to see a gradual improve in delivery occasions 24 to 48 hours after pre-orders open, indicating that demand continues to develop even after the preliminary [sell]-out.”
Kuo wrote in his weblog that it “shouldn’t be difficult” for Apple to ship 500,000 Imaginative and prescient Professional items in complete this 12 months. He beforehand forecast that the corporate will solely produce between 60,000 and 80,000 items for the product’s Feb. 2 launch.
Analysts at Morgan Stanley predicted on Wednesday that Apple will seemingly ship 300,000 to 400,000 items of its digital actuality headset this 12 months, “with additional upside relying on preliminary sell-through suggestions.”
Wall Road analysts do not count on the $3,499 Imaginative and prescient Professional to offer a major income increase for Apple immediately, however they’re monitoring how preliminary reception for the brand new product class might sign its potential down the road.
“Proper now, Imaginative and prescient Professional remains to be a really area of interest product,” Kuo wrote.
Apple didn’t instantly reply to a request for remark.
