FTA: Apple has cut its 2024 Vision Pro shipments to 400–450k units (vs. market consensus of 700–800k units or more).

I would want to see references for that “market consensus of 700–800k units or more”. This blogger doesn’t seem to have mentioned that before.

Same person, two months ago (https://medium.com/@mingchikuo/vision-pro更新-美國市場需求已大幅放緩-全球發佈...): U.S. shipments are expected to be 200,000–250,000 units this year, better than Apple’s original estimate of 150,000–200,000 units

And three months go (https://medium.com/@mingchikuo/vision-pro首週末預購檢視-符合預期但隱憂浮現-v...): Achieving a shipment volume of 500,000 units for Vision Pro this year should not be challenging