Apple Slashes 2026 Vision Pro Target, Pivots to Cheaper Model Amid Slowing Sales
Apple is reportedly cutting its 2026 Vision Pro production target from 1 million to under 500,000 units and delaying a 2nd-gen model, focusing instead on a cheaper version. We analyze the strategy shift amid high prices and manufacturing issues.
Apple Inc. is pumping the brakes on its ambitious spatial computing plans, slashing its 2026 production forecast for the Vision Pro headset by more than half and postponing a high-end successor. The move, driven by slowing sales and manufacturing hurdles, signals a strategic pivot toward a more affordable version slated for release by the end of 2025, according to a report from The Information.
According to the report, which cites people involved in the supply chain, Apple has told suppliers it now expects to produce between 400,000 and 500,000 units in 2026. This is a significant reduction from an earlier internal target of nearly 1 million units. The adjustment reflects cooling demand after the initial launch buzz for the device in early 2024 faded.
Perhaps more telling is the shift in Apple's product roadmap. The company has reportedly put plans for a second-generation, high-end Vision Pro on the back burner. Instead, it's prioritizing the development of a more affordable, cost-reduced version of the first-generation model, codenamed 'N109'. This cheaper device, targeted for a late 2025 release, is expected to retain the Vision Pro's high-resolution displays but may cut costs with fewer cameras, a simpler headband, and lower-spec speakers.
The strategy change is rooted in two core challenges. First, the steep $3,500 price tag has been a major barrier to mass-market adoption. Second, the device is notoriously difficult to manufacture. The complex micro-OLED internal displays, supplied by Sony and OLEDoS, have limited production scalability, creating a significant gap between market hype and manufacturing reality.
This isn't just a production cut; it's a strategic retreat from a mass-market push in the near term. Apple is relearning a lesson from the early PC and smartphone eras: version one is often for developers and early adopters. The focus now shifts from mass adoption to building a sustainable ecosystem and finding a viable price point, buying the company valuable time.
본 콘텐츠는 AI가 원문 기사를 기반으로 요약 및 분석한 것입니다. 정확성을 위해 노력하지만 오류가 있을 수 있으며, 원문 확인을 권장합니다.
관련 기사
애플이 비전 프로의 2026년 생산 목표를 기존 100만 대에서 40만 대로 대폭 하향 조정하고, 2세대 모델 개발을 연기했습니다. 높은 가격과 생산 문제에 직면한 애플의 새로운 전략을 분석합니다.
AI라는 이름만으로 오르던 시대는 끝났다. 브로드컴, 오라클의 급락이 보여주듯 시장은 이제 실적을 넘어 구체적인 실행 능력을 요구한다. 새로운 AI 투자 전략을 확인하라.
삼성중공업이 오세아니아 선사로부터 7430억 원(5억 달러) 규모의 LNG 운반선 2척을 수주했다. 이로써 올해 누적 수주액은 74억 달러로, 연간 목표의 76%를 달성했으며 3년 치 일감을 확보했다.
캐세이퍼시픽 주가가 실적 개선 기대감에 10년 만에 최고치를 경신했다. 하지만 저가 항공 자회사 HK 익스프레스는 일본 수요 약화로 고전하며 엇갈린 전망을 보이고 있다.