Is there evidence Vision Pro production was ‘cancelled’ as opposed to just running its limited course as planned? Are there substantial leaks indicating its successor has been cancelled?
Early 2024: Apple supplier says planned production cut by 50%
Late 2024: Apple supplier says cheaper Vision Pro 2 (N109) cancelled
Late 2024: senior executive moved from Vision Pro to Siri/AI team
Early 2025: Bloomberg says tethered Apple AR glasses (N107) cancelled
There may be an SoC (e.g. M4/M5) refresh of existing Vision Pro 1 design.
This all doesn’t sound worth reading into. There are other interpretations to supplier leaks. Ditto re: execs moving between teams. Apple AR != Vision Pro. On the flip side Apple is still shipping updates, new content, and selling units. I’ll just wait and see.
walterbell|11 months ago
napkin|11 months ago
FrequentLurker|11 months ago
That executive is not having a good time...