Apple sold between 160,000 and 180,000 Vision Pro headsets during its first pre-order weekend, according to Apple analyst Ming-Chi Kuo.
In a Sunday post on Medium, Kuo said that Apple’s new headset sold out soon after the pre-order process opened, as we saw shipping times for all models slip by 5 to 7 weeks. While the instant sell-out and slipping shipping times my appear to be positive a positive thing at first glance, Kuo points out that shipping dates remain unchanged 48 hours after pre-orders opened, which indicates that demand may be quickly dropping after enthusiasts placed their orders.
Kuo also points out that popular iPhone models also sell out immediately upon pre-order, and shipping times typically increase to several weeks within hours. However, unlike Vision Pro, iPhone models usually continue to see a steady increase in shipping times 24 to 48 hours after pre-orders open, indicating that demand continues to grow even after the initial sold-out.
Kuo believes that Apple should easily ship 500,000 Vision Pro units this year, but demand is a key question as “Vision Pro is still a very niche product.”