The most knowledgeable Apple analyst: Apple Vision Pro is expected to have a stock of 60,000 to 80,000 units before pre-sales. Only when it is "sold out" can it meet expectations.

The highly anticipated Apple VR headset, Vision Pro, is set to be released on February 2nd. Analysts believe that due to production constraints, Apple's inventory may be insufficient, and it is expected to be sold out shortly after its release.Top Apple Analyst: Vision Pro Expected to Sell Out QuicklyOn Friday, TF International analyst Ming-Chi Kuo stated on social media that there will only be 60,000 to 80,000 units of Apple Vision Pro available. Considering the novelty of the product and the loyalty of Apple fans, he believes that Vision Pro will easily sell out once it is launched.Kuo wrote:Although Apple has not clearly indicated the positioning and key features of Vision Pro, and faces criticism for its high price, the user experience created by groundbreaking technological innovation (such as the illusion of being able to control the user interface with thoughts) and the large number of Apple's core fans and heavy users should make it easy to sell out after its release.However, he also pointed out in his blog post that Vision Pro was only showcased as a technology demonstration last year, without clarifying its important positioning and key applications:Based on the demand from Apple's core fans and heavy users, Vision Pro should quickly sell out and show a longer delivery time after pre-orders or sales begin. If not, it means that Vision Pro may need more time to achieve success, which is not favorable for Apple and its related supply chain in terms of short-term stock performance.Due to production constraints, Kuo expects Vision Pro to ship approximately 500,000 units throughout the year, compared to the annual sales volume of around 200 million iPhones.The Key Lies in Sustaining Demand After the Hype FadesKuo pointed out that Vision Pro's hardware specifications and software ecosystem far exceed the industry average, and it is expected to receive widespread acclaim after its release. However, what is more important is whether Vision Pro can sustain demand after the novelty wears off and rely on practicality. This will depend on the clarity and correctness of Vision Pro's positioning and key applications.He emphasized that if Apple can provide more information about the product positioning and key applications before pre-orders or sales begin, it will be beneficial in prolonging the sales frenzy and attracting more developers.At the same time, Kuo also emphasized that since there is no information available about future Vision series products, they cannot be a trading theme at the moment. Therefore, the market reaction to Vision Pro will be a key observation point this year:The low-cost version and second-generation version that many investors are looking forward to have not been officially announced yet, so they cannot be a trading theme in the short term. However, the market reaction to Vision Pro can help Apple quickly decide on its plans for the next new models, which will be a key observation point this year.