蘋果將今年Vision Pro出貨量下調至40~50萬臺
· 2024-04-24

知名的蘋果產品分析師郭明錤表示,Apple Vision Pro今年出貨量會比外界預估少了4成,顯示它在美國市場的需求不如預期

蘋果

蘋果在今年2月於美國市場正式推出空間運算設備Apple Vision Pro,原本市場預期它在今年可達到70~80萬臺的出貨量,不過,知名的蘋果產品分析師郭明錤今日(4/24)指出,蘋果已下修Vision Pro今年出貨量至40~50萬臺,顯示它在美國市場的需求不如預期。

要價3,499美元的Vision Pro雖被蘋果稱為空間運算設備,但它其實是蘋果於混合實境(MR)領域的首個作品,使用者只要透過眼睛、手勢及語音就能輸入與控制,還能把身邊的空間都當作螢幕。然而,Vision Pro在美國上市後的反應卻不如預期,使用者抱怨它戴起來不舒服,除了影音之外的應用不足,並傳出退貨潮,Meta執行長祖克柏(Mark Zuckerberg)更直接宣稱自家出品的Quest 3不僅比Vision Pro更有價值,也是個更好的產品。

郭明錤表示,當蘋果在還未於美國之外的市場推出Vision Pro之前,就削減了訂單,代表美國對Vision Pro需求的下滑程度超出了預期,也令蘋果對海外市場的需求抱持保守的態度;此外,蘋果也正在審查並調整其頭戴式顯示器的產品藍圖,明年可能不會推出Vision Pro的新版本,也預期2025年的出貨量將低於今年。

先前外界預期蘋果在明年下半年會推出低價版的Vision Pro,但依照郭明錤的說法,此一計畫已被暫停或延後。

郭明錤認為Vision Pro的挑戰在於不犧牲使用者體驗的情況下解決關鍵應用、價格與舒適度的問題,在市場反應不佳的情況下,擁有遊戲成功應用的VR設備目前看起來比MR有前景,而被部署在Vision Pro的光學鏡片Pancake與Micro OLED,也都將因為Vision Pro的表現而受到影響。

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