Shulou(Shulou.com)12/24 Report--

Thank you, Mr. Air, a netizen of CTOnews.com, for your clue delivery! IT House, November 28, according to Interface News, the reporter learned from the core people of several consumer electronics supply chain companies that Apple will officially mass produce the first generation MR (mixed reality) product Vision Pro in December this year, with an initial stock of about 400000 units, with a sales target of 1 million in 2024 and 10 million in the third year.

After investigation and statistics, the reporter found that unlike the low proportion of mainland parts in the previous iPhone 15 series products, the proportion of Apple's Vision Pro supply chain in mainland China has greatly increased to about 60%.

"the hardware cost of Apple's Vision Pro is about $1700 (IT House Note: currently about RMB 12172). At present, the largest proportion of the mainland supply chain is Leiyi Smart, with a unit value of about US $250-300, with an exclusive supply of heat dissipation modules and headbands, eye masks and nose braces. The second is Lixun Precision, exclusive OEM assembly, valued at about US $150-200." The core of the above-mentioned industrial chain said. Neither side responded to Linyi Zhizheng and Lixun Precision for verification.

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