也難逃行業魔咒！郭明錤預警：蘋果Vision Pro需求暴跌，大幅削減出貨量
蘋果剛開售Vision Pro時，可謂風頭無兩，一度被炒到10萬元的高價，然而80天過去，當AI技術佔據頭版頭條，Vision Pro熱度消退......
最新消息顯示，天風國際證券分析師郭明錤稱，由於需求降幅“嚴重超出預期”，蘋果已經削減了Vision Pro頭顯的發貨量。
下調Vision Pro產量至40~50萬
4月24日，郭明錤發文表示，蘋果已經下調了其2024年Vision Pro頭顯產品的出貨預期，從原來預計的70至80萬台降至40至45萬台。
郭明錤認為，蘋果在美國之外的市場推出Vision Pro之前就削減了訂單，這表明美國的需求大幅下降。因此，預計當Vision Pro在更多國家推出時，蘋果將採取更為保守的市場策略。
郭明錤表示，蘋果正在重新檢視與調整頭顯發展藍圖，故Apple Vision Pro在2025年可能無新機種 （注：先前預期2H25/4Q25會有新機型），蘋果目前預期2025年Apple Vision Pro出貨量可能會衰退。
在2月的一份報吿中，郭明錤提到，蘋果正在努力提高生產和供應鏈管理的效率，但產品規格和用户體驗的變化不大。他預測，直到 2027年我們才可能看到帶有重大更新的Vision Pro。
彭博社記者Mark Gurman也在上週末的科技通訊中感歎，縱使是蘋果也難逃“虛擬顯示設備發售即遇冷”的魔咒。許多蘋果的零售店已經從一天賣出好幾台到一週也賣不出幾台的程度，甚至不少預約體驗的用户也經常爽約。
除此之外，Gurman坦言，他現在使用Vision Pro的頻率，也從剛拿到手時的每天都要用，降至一週僅拿起來一、二次。
值得特別注意的是，上個月Vision Pro項目的主負責人Dan Riccio也被確認將在不久後達到退休期，或不會接手往後幾代產品的開發，若項目操盤手撤離，Vision Pro也將前途未卜。
被Meta“狙擊”
內憂之外，Vision Pro同樣存在外患，曾經元宇宙的倡導者Meta如今隱祕發起追擊。
Meta昨日最新宣佈，將向其競爭對手開放Quest頭顯操作系統，讓開發人員更輕鬆地構建應用程序。
這一開源動作無疑會將蘋果的劣勢進一步放大，也可能倒逼蘋果不得不開放其頭顯系統，畢竟蘋果開發人員總不能自己下場做遊戲和各類應用。
據Meta介紹，聯想正在開發一款使用Meta Horizon OS系統的“生產力、學習、娛樂MR設備”，而華碩旗下“玩家國度”也在開發一款全新遊戲頭顯，將搭載Meta 的系統。微軟Xbox也將與Meta合作，開發一款限量版的Quest設備。
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