据供应链传出的消息称，苹果正在盘点Vision Pro智能头显供应商手里的零组件库存，并且向唯一量产供应商立讯发出了订单警示，立讯精密可能在下个月开始，将结束Vision的生产。立讯稳定量产后，每天的Vision Pro 产能约为2000 台，目前仅维持在每天最高1000台的水平，苹果总共给了立讯约60万台订单，将于这个月底全部完成，后续仅有少量的返修订单。
Luxshare will end production of the Apple Vision Pro next monthEditor: LuceinAccording to the news from the supply chain, Apple is taking stock of the component inventory in the hands of the Vision Pro smart headset supplier, and has issued an order alert to the only mass production supplier Luxshare, which may start next month and will end the production of Vision.After the stable mass production of Luxshare, the daily production capacity of Vision Pro is about 2,000 units, and it is currently only maintained at the maximum level of 1,000 units per day, and Apple has given a total of about 600,000 orders to Luxshare, which will be completed by the end of this month, and there will only be a small number of follow-up orders. Therefore, how to dispose of the production line of Vision Pro by Luxshare and other suppliers has also become a headache for suppliers. Apple has previously said that it will suspend the development of the next-generation Vision Pro, and has no plans to further expand the number of sales of the first-generation Vision Pro. However, in view of the inventory in the hands of various suppliers, Apple has told suppliers that it will continue to retain the right to purchase these components, one is to use it for follow-up after-sales maintenance, and the other is to try to increase the orders of some core component products, and continue to assemble the existing inventory materials into finished products, all of which will be consumed.Since Apple's initial research and development of Vision Pro, the main structural parts and assembly processes were handed over to the supply chain in Chinese mainland for development, in order to maintain their position in Apple's supply chain, each supplier has come up with the most secure high-cost solutions to Apple, while Apple successfully completed the product finalization and mass production verification of the original Vision Pro, it also piled up the complexity of the components of the original Vision Pro, production difficulty and manufacturing costs.In fact, in addition to several standard modules and chip components, most of the fragmented components are completed by the supply chain in Chinese mainland, which in addition to the high cost of early development and communication, suppliers in other places are unwilling to spend expensive R & D costs to compete for a new product order with insufficient number of orders, only Chinese mainland suppliers take the initiative to undertake related product research and development and trial production, labor-intensive positions, closed workshop production line positions in Europe and the United States developed economies are increasingly unattractive, is also an important reason. The first generation of Vision Pro parts are many and complex, the structural design also takes a lot of spatial coordinate definitions, it is very difficult to achieve production itself, most of the components of the processing and assembly process, can only be broken down into different positions, by a single machine or manual to complete, this mode of operation in the western advanced economies interested in the staff is few, and in other emerging countries market, there are not enough skilled employees. At the same time, there is little capital support for manufacturing skills training in advanced economies and emerging markets in the West, and few people are willing to learn.In addition, Sony, Apple's core microdisplay supplier, is also reluctant to take commercial risks to expand production capacity, and Sony's attitude has also affected LGD and Samsung Display, resulting in problems with the supply of Apple's Micro OLED microdisplays.The supply chain of the original Vision Pro is concentrated in Chinese mainland, and the core supplier Sony is also unwilling to expand production, resulting in industry customers who are willing to buy Vision Pro in large quantities are afraid to easily try to promote.According to the medical industry with the best application effect and the highest expectations in the industry, the cooperation between Vision Pro and endoscopic surgery and surgical robots once made the vast majority of clinicians very appreciative, because Vision Pro not only allows clinical surgeons to get rid of the professional microscope or job monitor that cannot be left, but also concentrates on completing their own surgical operations through the clear vision and human-machine assistance of Vision Pro. At the same time, multiple doctors and nursing staff can consult, watch and supervise the entire surgical process together, minimize surgical errors, improve the accuracy of diagnosis and treatment and surgery, and even remotely consult and broadcast the entire surgical process live to achieve the goal of popularization, excellent training and advanced surgical methods. However, the uncertainty of Apple's supply chain has caused concern in the medical industry, preventing the Vision Pro from further integrating and promoting in the medical device manufacturers and medical diagnosis and treatment industry. Apple has also supported a Chinese mainland company willing to invest in the early stage to persuade the market and customers in the field of Micro OLED microdisplays, but Apple's other products such as mobile phones, computers, headphones, etc., have begun to divert some supply chain resources from Chinese mainland to ensure the stability and security of the supply chain, Apple's customers are obviously not willing to take risks with Apple. At present, Apple is developing a simpler Vision Pro similar product, the industry said that Japan display manufacturer JDI is developing a glass-based Micro OLED microdisplay, although the resolution is not as high as Sony's silicon-based Micro OLED microdisplay, but the display effect can still be better than the current competitors in the market, mainly referring to Meta's Fast LCD headset products.However, because it is necessary to consider that this product can be produced outside Chinese mainland, Apple has to redesign the product to reduce assembly difficulty and production costs through higher integration, so the product has a long time to perfect, and the supply chain involved in the development of the company said that at least next year, Apple's new generation of headset products will not be listed, and the results will not come out until 2026 at the earliest.The promotion of Apple's Vision Pro headset product has been blocked, but it has not stopped other companies in the industry from following suit. According to the information of industry research, Huawei in Chinese mainland is simultaneously developing MR and AR two categories of products, of which MR products are very similar to Apple's Vision Pro design ideas and functional integration, and are expected to be released and listed before the end of this year.At present, some people involved in the research and development of Huawei products said that Huawei's MR product RAM is placed next to the SoC, and the SoC chip is equipped with an independent fan to dissipate heat well, so the battery is integrated behind the MR strap to balance the weight of the front head of the MR and support high-intensity equipment operation at the same time. HuaweiMR's screen is BOE Kunming Chuangshi's 1.35-inch Micro OLED 4K screen, which is similar to Apple's Vision Pro, and costs about 4,000 yuan for the two displays. The Pancake module is mainly responsible for OFILM, all kinds of motion capture cameras are handed over to Sunny because they have to cooperate with the algorithm, while the PID interpupillary distance motor is developed by AAC, and Goertek is responsible for all the sound, light, electrical performance testing and finished product assembly. The overall cost of Huawei's MR is close to RMB 8,000 in the supply chain assessment, which is mainly based on the market of Apple's Vision Pro. Although the entire virtual reality hardware market has not really opened, but Apple's innovative spatial computing platform and related concepts have indeed won the hearts of the people, the information transmitted back from various professional industries, are similar to the medical industry, AppleVision Pro's human-computer interaction mode in liberating human hands, and seamless combination with traditional productivity, has been able to meet most of the needs of the current market, has a huge market imagination space. It is expected that Apple will sell at least 10 million MR headsets in 2026, reaching the break-even point of consumer electronics.
