郭明錤:Vision Pro退貨率低於1% 料銷量好於預期
天風國際分析師郭明錤表示,Vision Pro在美國的銷售已顯著放緩,但並不令人意外,因Vision Pro的價格高昂,預計今年美國的出貨量介乎20萬至25萬部,好於蘋果最初估計的15萬至20萬部,相信蘋果可能會在今年WWDC前在更多國家推出Vision Pro。
他稱,過去一個月,一些規模較小的供應商已將Vision Pro的產量由50至60萬部,增至70萬至80萬部,以應付全球的需求。此前有傳Vision Pro出現退貨潮,郭明錤稱根據調查顯示,目前Vision Pro的退貨率低於1%,沒有出現異常情況。當中有20至30%的退貨原因是用戶不知道如何設定Vision Pro。
郭明錤又提到,雖然市場普遍預期蘋果將發布價格較低以及較低階的Vision Pro,但根據調查發現,蘋果尚未正式啟動個計劃,預計即使Vision Pro規格要出現重大變化,仍有可能要到2027年才能量產。
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