Kuo, a respected figure in supply chain leaks and analysis, says in and in a new blog post that Apple has cut 2024 shipments for Vision Pro to 400–450k units—significantly lower than the reported 700–800k units or more expected for worldwide production this year.

“Apple cut orders before launching Vision Pro in non-US markets, which means that demand in the US market has fallen sharply beyond expectations, making Apple take a conservative view of demand in non-US markets,” Kuo says in the post.