Apple Vision Pro To Hit Stores In February: Top Analyst Ming-Chi Kuo Tells What Investors Should Look For

Apple Inc. (NASDAQ:AAPL) has revealed the release date for its highly anticipated Vision Pro, the company’s inaugural mixed-reality headset. As pre-orders flow in and the launch date approaches, there are several key considerations for investors to monitor.

What Happened: On Monday, Ming-Chi Kuo, an analyst at TF International Securities, shared insights into the upcoming Vision Pro launch, scheduled for Feb. 2.

The company announced, “Apple Vision Pro will be available beginning Friday, February 2, at all U.S. Apple Store locations and the U.S. Apple Store online.”

對於Vision Pro預購與發售，投資人該關注什麼 / What investors should look for in the Vision Pro pre-order and launchhttps://t.co/8D1PDILED2

— 郭明錤 (Ming-Chi Kuo) (@mingchikuo) January 9, 2024

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Following the announcement, Kuo noted that while Apple did an excellent job demonstrating Vision Pro’s technology during its June unveiling, critical details about its positioning and key applications remain undisclosed.

Disclosing more about these aspects before the launch could help Apple maintain sales momentum and attract more developers, Kuo suggested. He also cautioned that a slow start in sales could negatively impact Apple’s short-term stock price.

“Thanks to the demand from Apple’s core fans and heavy users, the Vision Pro should sell out soon after it is available for pre-order or sale, resulting in a longer shipping time,” he said, adding, “If not, Vision Pro may take longer to become a success, which would be detrimental to the short-term stock price performance of Apple and its supply chain.”

He went on to stress the importance of maintaining demand once the initial novelty of Vision Pro fades.

“The Vision Pro’s MR/XR specifications and software are well above the industry average, so users are sure to be impressed by the product at first glance and can expect to see high praise for the Vision Pro’s user experience on the internet in general after the launch.” 

“However, whether the demand for Vision Pro can be sustained after the novelty wears off is even more important, depending on whether Vision Pro’s product positioning and key applications are clear and correct,” the…