The second-generation Vision Pro might be significantly delayed as Apple also contemplates canceling a more affordable version of the yet-to-be-released headset, according to a new analysis by reputable analyst Ming-Chi Kuo.
In a new Medium post, Kuo predicts that Apple might have canceled a planned low-cost version of its Vision Pro headset. The reasons for this apparent cancelation remain unclear, but Apple might be struggling to cut its price while still providing an adequate user experience.
Earlier rumors predicted that Apple was working on a more affordable version of its mixed-reality headset by 2025 to further grow the adoption of its newest product, but today’s forecast suggests that Apple might have changed course. The rumored $1,500 price tag would have been less than half of the $3,499 starting price point of Vision Pro, but Apple might not be ready yet to compromise the experience by adopting lower-resolution displays and less expensive build materials.
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Additionally, Vision Pro 2 – which was earlier expected to be released sometime in 2025 – might not begin shipping till the first half of 2027. It remains unclear what would have caused this delay, but Kuo doesn’t expect major hardware changes to Vision Pro “in the coming years” once Apple releases its first-generation headset in early 2024.
As a result of these delays and cancelations, Kuo anticipates that the market consensus of “significant shipments growth” for Vision Pro in 2025 might not materialize after all. Kuo still believes that Vision Pro will be Apple’s “next star product,” but that it will take a bit longer than expected to win customers over.
In the meantime, Kuo is doubling down on his prediction that Apple and its suppliers will only be able to ship 400,000 to 600,000 Vision Pro units next year, stressing that this is already the maximum production capacity that suppliers can pull.
