It's been half a year since Apple's Vision Pro headset debuted, and there have been more and more reports related to Vision Pro recently, from employee training to production planning, Apple seems to be warming up for the official launch of Vision Pro.
On December 11, ** reported that in order to successfully launch Vision Pro in early 2024, Apple plans to carry out employee training courses related to the use and sale of Vision Pro in mid-January next year, and will select some employees from each store to go to Cupertino, California for a two-day training.
*Pointing out that as the most complex product Apple has ever made, the Vision Pro has a very complex setup process, Apple doesn't want problems with the sales process, the device needs to be customized to each person's needs, and if not installed properly, it could end up affecting the user's experience. As a result, Apple needs to orchestrate every step, including getting sales to learn how to interact with customers and properly adjusting the device to fit the user's head.
There has been a lot of controversy about the release time of the Vision Pro, and it has been said that the release time will be postponed from January to March next year because the company's distribution plan and final testing have not yet been completed.
But recently, there have been reports thatApple stores are ready for the Vision Pro, and the goal is still to launch in January next year。**Quote**Chain news, because the capacity bottleneck of oledos display was broken through by Chinese mainland companies and entered a supply,At present, the first chain is ready to produce 1 million units per year
According to **quoted**chain news, Apple's Vision Pro was mass-produced in DecemberThe proportion of Chinese mainland ** chains has increased significantly to 60%. Apple plans to officially mass-produce the first-generation Vision Pro in December, with the first batch of 400,000 units in stock. In addition, Apple has set a sales target of 1 million units for the device in 2024, with plans to reach 10 million units in the third year.
As Apple's blockbuster product in the XR field, Vision Pro is regarded as a milestone in the development of consumer electronics.
Founder** noted in its December 11 reportApple Vision Pro has embarked on a new round of revolutionary innovation, and the future will welcome the sea of stars. Specific to all links of the industrial chainApple is expected to re-embrace China's ** chain, and China-related manufacturers may benefit from Apple's MR headset volume
The Apple Vision Pro currently costs around $1700 and is expected to be released in early '24. The second-generation affordable products are expected to be launched in 25-26 years, and the high cost performance will drive the sales of headsets to a new level.Founder** pointed out in the reportApple Vision Pro opens a new round of revolutionary innovation. At the WWDC Global Developers Conference in June this year, the long-awaited MR headset Vision Pro was finally released in the industry, although it was higher than expected, but its strong performance still let us see the product support behind it and the technical accumulation of Apple's layout for many years:With the improvement of the status of China's ** chain, the proportion of vision pro Chinese mainland ** chain is expected to grow, and Luxshare Precision will become the exclusive assembly plant of Apple's headset. We believe that Apple is expected to re-embrace the Chinese ** chain, and relevant Chinese manufacturers are expected to benefit from the volume of Apple's MR headsets.
1) Chip: Equipped with two 5nm main control chips, the main processor M2 chip processes various calculations, and the core frequency reaches 349GHz, while most VR headsets are equipped with Qualcomm Snapdragon XR2 Gen1 chips, which have a core frequency of only 18ghz；Another coprocessor, the R1 chip, is responsible for transmitting the data, with a transmission delay of less than 12ms.Founder ** pointed out that with the improvement of the status of China's ** chain, the proportion of Apple Vision Pro Chinese mainland ** chain is expected to grow, Apple is expected to re-embrace the Chinese ** chain, and relevant Chinese manufacturers are expected to benefit from Apple's MR headset volume:2) Screen: Equipped with two 1.s with 4K resolutionThe 42-inch Micro OLED display, while other competitors basically use LCD screens.
3) Optical solution: On the basis of the Pancake 2P scheme commonly used in the industry, Vision Pro uses the new Pancake 3P scheme, which can achieve lower chromatic aberration and higher image pixels.
4) Cameras and sensors: The Vision Pro is equipped with 12 cameras and 5 sensors (1 LiDAR 2 structured light depth sensing and 2 IR infrared sensing) to handle functions such as SLAM spatial environment perception, gesture recognition, 3D modeling, and eye tracking.
The second-generation affordable products are expected to be launched in 25-26 years, and the high cost performance will drive the sales of headsets to a new level. According to previous reports, the positioning of the second-generation Vision Pro will be relatively affordable, and it is still in the development stage, with the internal development codename Project Alaska, which is scheduled to enter the formal product verification stage in 2025, and the release time will be at the end of 2025 or early 2026.*According to the report, the second-generation Apple Vision Pro will have all the features of the first-generation Apple Vision Pro, but it will be smaller and lighter, and it will be more comfortable to wear. There are four versions of the Apple Vision Pro 2nd generation, at least one of which is priced at an affordable price, and the cost is only half of the first generation, that is, about 900 US dollars (about 6436 yuan), plus other expenses, the estimated price is around 15000 yuan.
In the future, with the amortization of related fixed costs as headset shipments increase, coupled with the launch of an affordable version of the headset, headset sales will reach a new level.