Ming-Chi Kuo, an analyst at Tianfeng, reminded investors of Apple's Vision Pro's listing performance, saying that if the headset doesn't sell out in the first place, then its path to success may be longer than expected.
This Monday, Apple confirmed that the Apple Vision Pro will be released in the United States on February 2. Following the announcement, Ming-Chi Kuo, an observer for Apple Inc., told investors to be cautious about the launch and its expected success.
Ming-Chi Kuo said in an article on Medium earlier Tuesday that Apple did a good job of showcasing the technology at the launch event, but"More important information about product positioning and key applications is missing"。He wrote,"If Apple can provide more information on these areas, it will help maintain sales momentum and attract more developers"。
According to Kuo, the perception of the headset's success depends on whether the Apple Vision Pro will sell out after pre-orders open or when it goes on sale, extending the shipping time. But if not,"Vision Pro may take longer to succeed, which will be detrimental to the short-term stock price performance of Apple and its ** chain. "
Ming-Chi Kuo praised the Vision Pro's specifications and software"Much higher than the industry average", which should win over users"Highly rated"。Guo then warned that given the novelty and demand that could disappear,"It depends on whether the Vision Pro's product positioning and key applications are clear and correct"。
It is unclear why Mr. Kuo holds this view. The Apple Watch didn't have spectacular success at the beginning of its launch, and it took one or two iterations to take over the market. Apple apparently has enough money to wait for a less successful product to hit the market, which Apple has already done with the Apple TV+ and the relaunch of the larger HomePod.