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Vision Pro demand higher than expected; returns down to 1%

Analyst Ming-Chi Kuo believes that Vision Pro demand is higher than Apple originally expected, with US shipments expected to hit...

Apple has asked suppliers to increase production, which Kuo believes is due to a mix of relatively high US demand and plans to roll out sales to other countries in the coming months. As we’ve noted before, Kuo was once the most reliable Apple analyst around, with rock-solid supply chain sources, but now posts a great deal of speculation. Certainly the wide ranges he cites for both Apple’s expectations, and current trends, seem much more indicative of an educated guess than anything based on hard data.

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