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No, Apple Didn't Really Cut Vision Pro Production By 50%


Headlines are circulating claiming Apple cut Vision Pro production by almost 50% due to weak demand. But here's why this is almost certainly false.

The Financial Times, The Information, and The Elec have previously reported that Vision Pro production is heavily constrained by the extremely limited supply of near-4K OLED microdisplays. Apple reportedly can’t make more than half a million Vision Pro headsets per year due to limited supply of its near-4K OLED microdisplays. The product's very name suggests it's just the beginning of the Vision headset line, and multiple sources have reported that Apple plans a much more affordable model later in the decade.

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