I would want to see references for that “market consensus of 700–800k units or more”. This blogger doesn’t seem to have mentioned that before.
Same person, two months ago (https://medium.com/@mingchikuo/vision-pro更新-美國市場需求已大幅放緩-全球發佈...): U.S. shipments are expected to be 200,000–250,000 units this year, better than Apple’s original estimate of 150,000–200,000 units
And three months go (https://medium.com/@mingchikuo/vision-pro首週末預購檢視-符合預期但隱憂浮現-v...): Achieving a shipment volume of 500,000 units for Vision Pro this year should not be challenging
Not that I'd buy one, the price is ridiculous. Including taxes it would cost me nearly half a year's rent. But I'm sure some people would.
I wonder if the strong USD was a contributing factor in delaying this.
