“最懂苹果分析师”：苹果下调2024和2025年Vision Pro发货量_老虎社区_美港股上老虎

“最懂苹果分析师”：苹果下调2024和2025年Vision Pro发货量

华尔街见闻04-24

天风国际证券分析师郭明𫓹称，由于需求降幅“严重超出预期”，苹果已经削减了Vision Pro头显的发货量。4月24日，郭明𫓹发文表示，苹果已下修2024年Vision Pro发货量至40至45万台，原本预期为70至80万台。郭明𫓹认为，苹果在美国之外的市场推出Vision Pro之前就削减了订单，这表明美国的需求大幅下降。因此，预计当Vision Pro在更多国家推出时，苹果将采取更为保守的...

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Pro的挑战在于不牺牲透视的用户体验下，需同时解决欠缺关键应用、售价与头戴舒适度的问题。相较之下，VR虽然也是利基市场，但至少有已经被验证成功的应用（游戏）与趋势能见度优于MR。2、Pancake。因手机的光学规格升级已放缓数年，投资人期待单价显著高于镜头的Pancake能成为光学产业的新成长驱动。Vision Pro低于预期的出货量将让Pancake可见未来对光学产业的营收贡献低于投资人预期。3、Micro OLED。Vision Pro/MR头戴装置为Micro OLED的最关键应用。在关键应用成长趋势不如预期下，Micro OLED大量生产与被其他小尺寸消费电子装置采用的时程将延后。","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}