It is said that the first batch of Vision Pro is stocked with 400,000 units, with a target of 1 million units in 2024 and 10 million units in the third year.

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(XR Navigation Network November 28, 2023) In June this year,appleReleased the first XR headsetVisionPro,并有望在2024年初率先登陆美国market. According to sources such as Bloomberg, the company's first-year sales target is expected to be 400,000-500,000.

Nowinterface news据国内供应链介绍,苹果将于今年12月正式开始量产Vision Pro,第一批库存约40万台,2024年销售目标为100万台,第三年达到1000万台。

It is said that the first batch of Vision Pro is stocked with 400,000 units, with a target of 1 million units in 2024 and 10 million units in the third year.

据早些时候报道,苹果预计第一年将销售100万台设备,但由于设计复杂,生产困难,苹果不得不将目标产量减半至40万至50万台。例如The Information曾指出,Vision Pro的制造工艺极其复杂。其中,头显正面由一块轻薄的曲面玻璃制成,出于审美考虑,需要隐藏十几个摄像头和传感器。同时,组装人员不得不从尴尬的角度操作工具和安装组件,测试玻璃外壳和摄像头的时间比测试其他苹果设备要长得多。

Returning to the Jiemian News report, the media cited supply chain intelligence, saying that Apple will officially mass-produce the first-generation MR product Vision Pro in December this year, with the first batch of inventory of approximately 400,000 units, and a sales target of 1 million units in 2024. The sales target for the third year is 10 million units.

In addition, the report pointed out that the hardware cost of Apple Vision Pro is about US$1,700, and the supply chain ratio in mainland China has increased significantly to about 60%. Among them, the mainland's supply chain accounts for the highest proportion in smart manufacturing, with a single machine value of approximately US$250-300, and the exclusive supply of cooling modules and headbands, eye masks and nose braces. Secondly, Luxshare Precision, exclusive OEM assembly, worth about US$150-200.

It is worth mentioning that Jiemian News said that in the second half of this year, Lingyi Zhizao recruited thousands of people and prepared dozens of production lines at a factory in Changping, Dongguan.

At present, Apple has not commented on the reports of Intelligent Manufacturing and Luxshare Precision.

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