Ming-Chi Kuo predicts a dim future for Apple Vision Pro

"His primary concern appears to be explaining to potential users exactly why they need this product, despite being an "excellent experience.""

I'm certainly in that boat.

Kuo has absolutely no business insight into Apple strategy, pricing discussion, or decision-making. He only has leaking supply chain contacts. There’s zero way he can know what Apple is thinking strategically years in the future.

I am not sure why he makes that assumption. The Apple Vision Pro is targeted to developers, creators, designers, professionals, and serious hobbyists, not for the consumer public. 

It will take time for Vision Pro to be refined and economical for the mass. 

StrangeDays said:

Kuo has absolutely no business insight into Apple strategy, pricing discussion, or decision-making. He only has leaking supply chain contacts. There’s zero way he can know what Apple is thinking strategically years in the future.

Correction: he's got supply chain insights/contacts *and* common sense.  The latter alone enables anyone to forecast dismal sales for a $3500 toy with no mass market use case- no matter how good the experience.  He's, of course, purely guessing with regards to Vision Pro 2 coming out in the 2027 timeframe.  I'd submit that by that timeframe, Apple will have woken up and realized that Apple Glasses will be the only gadget with truly mass market appeal.  It is this product that everybody was hoping for in 2023 instead of the techno-tour-de-force that is Vision Pro.  Coincidentally, after the VP came out, there were rumors that Apple Glass had been pushed back to....2027 or so.

twolf2919 said:

StrangeDays said:

Kuo has absolutely no business insight into Apple strategy, pricing discussion, or decision-making. He only has leaking supply chain contacts. There’s zero way he can know what Apple is thinking strategically years in the future.

Correction: he's got supply chain insights/contacts *and* common sense.  The latter alone enables anyone to forecast dismal sales for a $3500 toy with no mass market use case- no matter how good the experience.  He's, of course, purely guessing with regards to Vision Pro 2 coming out in the 2027 timeframe.  I'd submit that by that timeframe, Apple will have woken up and realized that Apple Glasses will be the only gadget with truly mass market appeal.  It is this product that everybody was hoping for in 2023 instead of the techno-tour-de-force that is Vision Pro.  Coincidentally, after the VP came out, there were rumors that Apple Glass had been pushed back to....2027 or so.

So your common sense reply is that Apple will drop VR entirely and go with AR-only glasses?