Will Apple sell 500,000 units of Vision Pro in 2024?
Dec 31
Has there ever been a month old Apple product discounted? Seems sales are not going to plan. https://www.tomsguide.com/sales-events/hurry-apple-vision-pro-just-got-its-first-discount-save-dollar200

This refers to the global sale of Apple Vision Pro units.

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@SirCryptomind I can't access that, need an account. Any screenshots?

@tbird 😅

A little late to ask probably, but would this be net after returns? Say we were asking for revenue, then it would be highly relevant, and I could imagine if we ever see any official reporting for Apple it might actually be the net (as in, counting a sale as canceled/annulled rather than a sale + return).

@HenriThunberg I think this was answered earlier, will check comments later today

@TheWabiSabi Be careful with conditionals now, my current understanding is that fees are not returned when a market is NAed

bought Ṁ50 YES

Is the market maker gone?

@TheWabiSabi he is but the market will be handled by mods

Related market on whether there will be price drops on Vision Pro

bought Ṁ200 NO

They seemed to expect 350,000 shipped (sold?) units in 2024 in February, and unless they release a new version this year (which is very unlikely) there won't be major price drops so no reason to expect otherwise as of now.

@Quik2007 Ming-Chi Kuo (cited in the article you link, an Apple analyst with a decent track record) is currently projecting 650,000–700,000 units: https://medium.com/@mingchikuo/vision-pro更新-美國市場需求已大幅放緩-全球發佈時程預測-供應鏈擴產與退貨率解讀-新機種預測-投資策略-vision-pro-update-us-market-demand-f12ab8423404

Seems like the biggest question is around the timing of international releases, not new versions. But I think this market should be at 60% or more.

@Quik2007 I don’t think Apple will lower the price, but the fact that it’s already on Woot on a slight discount isn’t exactly doing their target numbers any favors.

@KevinN woot.com says its sold out? So not exactly being sold there

@kurt If they were selling like hotcakes they wouldn’t even make it to Woot though.


Can someone tell me why there is suddenly a price spike today

@firstuserhere I'm curious too. My guess is a supply and demand issue. They're probably producing them slowly and not making much of any profit per unit. Pure speculation though.

@firstuserhere More buyers than sellers

@Putcallparity obviously, but why today? what changed? its not like the market was unknown before

@firstuserhere I think there was recently a little more clarity about on the international release timeline.

Regarding my original response there was a trader I use to work with who answered that way when portfolio managers asked why the stock was moving, it’s been my canned response ever since.

@Putcallparity got it

lol yeah its same with Product managers, i just cant stand the corporate language

@firstuserhere One person placed a large bet. I usually check their calibration when that happens to guess whether it’s likely something significant happened or not.

@firstuserhere did it go up? A lot of people are saying you have to buy certain accessories and you can always buy a pricier model but I think they still start at 3500.

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