Will Apple sell more than 750k Vision Pro headsets before January 20th, 2025?
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Ṁ8141
Dec 31
8%
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Sales includes non-refundable, full-price preorders (if offered)

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I created this market to track the Vision Pro sales on a more granular level

Apple Vision Pro Mixed Reality Headset to hit Apple Store in Mid January (December 29, 2023)

"According to Kuo’s statement, the Vision Pro is presently in mass production, with a target of 500,000 units set for 2024."

Betting the house on this, for the simple reason that $3500 is extremely cheap for a fully generalizable corporate training simulator.

@AndrewQuinn I'd agree that they'd like to, but supply chain issues will probably prevent it.

predicts YES

@Gabrielle In retrospect I would've done better to clarify whether pre-sales without delivery of product count towards this number. I'll take the beating here in a year's time 🫡

@AndrewQuinn I think preorders should count if they pay full price and it's non-refundable, do you disagree @Gabrielle ?

predicts NO

@ian Based on reporting, it seems like they might not offer preorders, since they’re going to only be sold with in-person appointments at the Apple Store, but I agree that full price, non-refundable preorders should count for this.

@Gabrielle Yikes that’s a lot of retail friction.

Buyers need to make an appointment?

predicts NO

@StuartEllison That’s what it’s sounding like, though it’s all rumors at this point.

@hiAndrewQuinn How many companies are going to pay for AVP that didn't already buy other VR headsets? I'm sure it's nonzero, but I doubt it's high either.

predicts NO

https://www.ft.com/content/b6f06bde-17b0-4886-b465-b561212c96a9

Two people close to Apple and Luxshare, the Chinese contract manufacturer that will initially assemble the device, said it was preparing to make fewer than 400,000 units in 2024. Multiple industry sources said Luxshare was currently Apple’s only assembler of the device. Separately, two China-based sole suppliers of certain components for the Vision Pro said Apple was only asking them for enough for 130,000 to 150,000 units in the first year.

@Gabrielle I do believe that they won’t sell too many in the first year. But Tim Cook has been known to do magic with the supply chain.

Also, the other market is way too high, good arbitrage opportunity.

https://manifold.markets/ian/will-apple-sell-more-than-500k-mr-h?r=ZXN1c2F0eW8

@ian What about preorders that don't ship until 2025?

predicts YES

@Gabrielle I don’t think that should count. They wouldn’t report those numbers anyway.

@Gabrielle Hm, seems like they should count if they pay full price. @esusatyo - they are sales of headsets, just not deliveries. How is that wrong?

predicts YES

@ian If they report it then I’m happy for that to be counted.

predicts NO

Highly scientific study.

predicts YES

I'd buy a market for 1 million headsets.