Apple delays cheaper Vision Pro beyond 2027 – Ming-Chi Kuo

The Apple Vision Pro spatial computer
Apple’s plans for a more affordable Vision Pro headset have been pushed back beyond 2027. As a result, the only new head-mounted display device expected from Apple in 2025 is the upgraded Vision Pro, powered by the M5 processor, according the TF International Securities analyst Ming-Chi Kuo.
Ming-Chi Kuo via X:
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As I understand it, production of the cheaper Vision Pro has been delayed beyond 2027 for a while now. This means Apple’s only new head-mounted display device in 2025 will be the Vision Pro with an upgraded M5 processor.
I think what really drove Apple to delay the cheaper Vision Pro is that simply reducing the price wouldn’t help create successful use cases. It’s similar to the HomePod situation—even after launching the cheaper HomePod mini, Apple’s smart speakers failed to become mainstream products.

Ming-Chi Kuo via X:
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Apple’s prices are high across the board vs. competitors, even HomePod mini. That’s another issue—what Apple considers ‘affordable’ for Vision Pro might still be pricey vs. competitors. So it all comes down to whether they can provide successful use cases.

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MacDailyNews Take: Apple’s spatial computing endeavor isn’t going anywhere fast.
[This] is exactly what you’d expect to occur when a product is released too early to average users… Apple Vision Pro is a devkit for developers, not for average users, and should have been released as a devkit for developers. – MacDailyNews, March 26, 2024
As we wrote back on March 22nd:

There are a lot of people inside and outside of Apple who think the company should have waited on the Vision Pro, but it’s fairly easy today to see why Tim Cook released this beta (alpha?) devkit: He likely knew last year, or had a strong inkling, that Project Titan [“Apple Car”] was a goner and there wasn’t much excitement in Apple’s pipeline. He’d need something to point to as “innovation” while he continued on his seemingly unending quest to iterate and monetize products invented by Steve Jobs’ Apple (a very different place) while continuing Apple’s retail store buildout. He also needed something to energize developers and, who knows, they might come up with a killer visionOS app while Apple toils on the long road to real lightweight spatial computing glasses and beyond.
More importantly, Apple last year had already come to the sad realization that they’d missed the generative artificial intelligence revolution and would need a distraction while they feverishly scrambled to catch up…
You have to feel for Cook. After a decade plus of being able to iterate and monetize Jobs’ inspired products and services and continue adding retail stores around the world to spectacular effect, and being lauded for it, he now finds himself in a place that requires actual vision to be able to see which path to take. And he’s not the guy. Even the guy who put him in the position knew it.
Tim’s not a product person, per se. – Steve Jobs
See also:
• Contrary to popular belief, Steve Jobs knew about Apple Watch – February 13, 2023
• Work on Apple Vision Pro began under Steve Jobs – August 23, 2023
Beyond the fact that Cook can’t even execute a compelling live keynote address, his big send off, the “Apple Car,” [the idea of which was also germinated under Jobs] fizzled in ignominious failure.
See also:
• Scrapped Apple Car ‘a massive disappointment that will alter the course of the company’s history, perhaps for decades to come’ – Gurman – March 11, 2024
• Apple employees referred to doomed Apple Car project as ‘The Titanic Disaster’ – February 29, 2024
So, despite myriad misgivings and protestations inside Apple, Cook pulled the trigger early on the Vision Pro. He had to have something to point to that would buy him some time. Even Apple’s rubber-stamping board of lackeys would wake up and start asking questions otherwise.
While Cook is hemming and hawing when faced with shareholders (virtually, of course, never again in person for as long as Cook remains), Apple is currently in scramble mode trying to catch up to rivals — including the world’s most valuable company, Microsoft — in generative AI, a technology the company seems to have completely missed while focusing instead on the not-ready-for-primetime Apple Vision Pro, visionOS, its now-canceled decade-long multi-billion-dollar electric vehicle boondoggle, replacing leather in iPhone cases and Apple Watch bands with overpriced junk in a quest to “save the planet,” forcing employees to endure a constant barrage of time-wasting zero-productivity DEI sessions, and myriad other various and sundry “initiatives” which Cook deems of import. – MacDailyNews, February 28, 2024
When you lose your visionary CEO and replace him with a caretaker CEO, this is the type of aimless, late, bureaucratic dithering that ensues. – MacDailyNews, November 21, 2017
Until it gets another visionary leader (fingers crossed; Apple’s history has shown – cough, Sculley, Spindler, cough – that the next CEO could be far, far worse than the very competent caretaker Cook), Apple can afford to miss things like generative AI – which they clearly did – and then use its huge war chest to catch up – which they’re doing right now (fun times and 80-hour weeks inside Apple Park!) – and, hopefully, surpass rivals (or at least be as good). Apple will very likely unveil their catch-up work within months (this June at WWDC 2024) in iPhones (and iPads, Apple Watches, etc.) with built-in on-device generative AI and other new AI-driven features. – MacDailyNews, February 14, 2024

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