According to the ever-reliable purveyor of Apple-related supply chain sourced information Ming-Chi Kuo, things are far from rosy for the Vision Pro headset at the moment. Kuo says Apple has cut its shipment estimates (and thus, production orders) for the full year to 400,000-450,000 units, versus the "market consensus" of 700,000-800,000 units or more.
Apple has done this before launching the headset in markets outside of the US, which means that the demand in the US has fallen sharply way below the company's initial expectations. Thus, influenced by the demand in the US falling off a cliff, Apple is taking a conservative view of demand in other markets, where it's due to launch the Vision Pro later this year.
It seems like the Vision Pro had its 15 minutes of fame, as they used to say, and then disappeared into obscurity as the novelty has worn off.
Apple is also allegedly reviewing and adjusting its future release roadmap, and this means there may be no new Vision Pro model in 2025. Furthermore, Apple now expects Vision Pro shipments to decline in 2025 compared to 2024.