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Top Apple analyst warns Vision Pro demand fell much faster than Tim Cook was anticipating [Fortune]
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US:NASDAQ Investor Relations: investor.apple.com
Ming-Chi Kuo, an Apple analyst with connections into its Asian supply chain, wrote on Tuesday that his channel checks with component manufacturers reveal that the tech giant is grealty tempering its expectations and now expects to sell between 400,000 and 450,000 units this year. “Demand in the U.S. market has fallen sharply beyond expectations,” he posted to Medium, adding the market consensus had been between 700,000 and 800,000. Since Apple doesn't publish a forecast for Vision Pro sales, and did not respond to a Fortune request for comment, it's difficult to verify his claims. However, the viral excitement surrounding Vision Pro's launch in early February and its claim of launching a “new era of spatial computing” have tempered considerably. Garry Tan, CEO of Silicon Valley's best-known startup accelerator Y Combinator, posted on Wednesday about his frustration with using Vision Pro while working. “Do people at Apple actually even dogfood this?” he wrote , using a tech
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