In a note to clients — as noted by Apple 3.0 — Webush analyst Daniel Ives says that with strong pre-orders coming out of the gates over the last week the wealth management, brokerage and advisory firm now expects Apple to ship and sell roughly 600,000 Vision Pro headsets for 2024 compared to its prior estimate of 460,000.
“We believe this is just the start for this new form factor with our industry checks showing the next version of Vision Pro 2 will have much lower price points in the sub $2k area code (could be 2-3 models released) as Apple looks to push more aggressively towards its golden installed base,” says Ives. “We also believe future Vision Pro models will resemble form factors that look like sunglasses over the coming years and be a much broader reach/functionality for Apple users down the road with north of 1 million Vision Pro units our initial sales bogey for fiscal year 2025 … While many on the Street are dismissing Vision Pro as noise, we strongly disagree and believe its the first step towards a much broader technology vision that Cook & Co. plan to push to its golden Cupertino installed base over the coming years.”
