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Apple Quietly Pulls Back on Vision Pro as Reality Headset Struggles to Find Its Market

MarketDash Editorial Team
3 hours ago
Apple has dramatically scaled back Vision Pro production and advertising after disappointing sales, with the $3,499 headset shipping just a fraction of what Apple's core products typically move each quarter.

Apple Inc. (AAPL) is pulling back on its Vision Pro mixed-reality headset, and the numbers tell a pretty stark story about how the device has performed since its much-hyped launch.

Production Stops and Marketing Dries Up

According to the Financial Times, Luxshare, Apple's Chinese manufacturing partner, stopped producing Vision Pro units early last year after shipping roughly 390,000 headsets during the 2024 launch window. International Data Corporation provided those estimates.

But here's where things get really interesting: Apple has cut its digital advertising budget for the Vision Pro by more than 95% so far this year in key markets including the United States and United Kingdom, according to data from Sensor Tower. When a company famous for its marketing prowess goes that quiet on a product, it's worth noticing.

Tiny Shipments for an Apple Product

Apple hasn't released official sales numbers for the Vision Pro, which is standard practice when numbers aren't impressive. IDC estimates the company will ship just 45,000 units in the fourth quarter of 2025. That's traditionally Apple's biggest quarter thanks to holiday shopping, which makes the figure even more sobering.

Compare that to the millions of iPhones, iPads and MacBooks that Apple moves every single quarter, and you start to see the scale of the disconnect. This isn't just below expectations; it's operating in a completely different universe from Apple's core products.

Despite launching the Vision Pro in 13 countries initially, Apple chose not to expand the headset's international availability at all during 2025.

Why Consumers Aren't Biting

The reasons for weak adoption aren't exactly mysterious. The Vision Pro starts at $3,499, which puts it firmly in luxury gadget territory. Morgan Stanley analyst Erik Woodring pointed to the high price tag, bulky design and a limited number of native VisionOS applications as key factors preventing broader consumer acceptance.

The app situation is particularly telling. Apple says about 3,000 apps have been specifically designed for the headset. That sounds like a lot until you remember that tens of thousands of apps arrived within the first year of the iPhone App Store's launch back in 2008. The ecosystem just hasn't materialized the way Apple clearly hoped it would.

Battery life and comfort issues haven't helped either, with users finding the headset too heavy for extended wear.

Apple Tries to Fix the Problem

Apple introduced an upgraded Vision Pro in October, powered by its M5 chip and featuring better performance, longer battery life and a redesigned headband aimed at addressing comfort complaints. The company is also reportedly planning to release a lower-priced version of the headset sometime this year.

Whether a cheaper model can crack open the mass market remains to be seen. The broader virtual reality headset market isn't exactly thriving right now. Counterpoint Research estimates the global VR headset market declined 14% year-over-year, with Meta Platforms, Inc. (META) Quest devices commanding roughly 80% of the category despite facing similar demand challenges.

So Apple isn't alone in struggling to convince consumers that VR headsets are must-have devices. But for a company that's built its reputation on creating products people didn't know they needed until they existed, the Vision Pro's reception has to sting a bit.

Price Action: Apple shares are up 0.085% in after-hours trading. Over the past 12 months, the stock has gained 11.49%.

Back to Stock Market News

Apple Quietly Pulls Back on Vision Pro as Reality Headset Struggles to Find Its Market

MarketDash Editorial Team
3 hours ago
Apple has dramatically scaled back Vision Pro production and advertising after disappointing sales, with the $3,499 headset shipping just a fraction of what Apple's core products typically move each quarter.

Apple Inc. (AAPL) is pulling back on its Vision Pro mixed-reality headset, and the numbers tell a pretty stark story about how the device has performed since its much-hyped launch.

Production Stops and Marketing Dries Up

According to the Financial Times, Luxshare, Apple's Chinese manufacturing partner, stopped producing Vision Pro units early last year after shipping roughly 390,000 headsets during the 2024 launch window. International Data Corporation provided those estimates.

But here's where things get really interesting: Apple has cut its digital advertising budget for the Vision Pro by more than 95% so far this year in key markets including the United States and United Kingdom, according to data from Sensor Tower. When a company famous for its marketing prowess goes that quiet on a product, it's worth noticing.

Tiny Shipments for an Apple Product

Apple hasn't released official sales numbers for the Vision Pro, which is standard practice when numbers aren't impressive. IDC estimates the company will ship just 45,000 units in the fourth quarter of 2025. That's traditionally Apple's biggest quarter thanks to holiday shopping, which makes the figure even more sobering.

Compare that to the millions of iPhones, iPads and MacBooks that Apple moves every single quarter, and you start to see the scale of the disconnect. This isn't just below expectations; it's operating in a completely different universe from Apple's core products.

Despite launching the Vision Pro in 13 countries initially, Apple chose not to expand the headset's international availability at all during 2025.

Why Consumers Aren't Biting

The reasons for weak adoption aren't exactly mysterious. The Vision Pro starts at $3,499, which puts it firmly in luxury gadget territory. Morgan Stanley analyst Erik Woodring pointed to the high price tag, bulky design and a limited number of native VisionOS applications as key factors preventing broader consumer acceptance.

The app situation is particularly telling. Apple says about 3,000 apps have been specifically designed for the headset. That sounds like a lot until you remember that tens of thousands of apps arrived within the first year of the iPhone App Store's launch back in 2008. The ecosystem just hasn't materialized the way Apple clearly hoped it would.

Battery life and comfort issues haven't helped either, with users finding the headset too heavy for extended wear.

Apple Tries to Fix the Problem

Apple introduced an upgraded Vision Pro in October, powered by its M5 chip and featuring better performance, longer battery life and a redesigned headband aimed at addressing comfort complaints. The company is also reportedly planning to release a lower-priced version of the headset sometime this year.

Whether a cheaper model can crack open the mass market remains to be seen. The broader virtual reality headset market isn't exactly thriving right now. Counterpoint Research estimates the global VR headset market declined 14% year-over-year, with Meta Platforms, Inc. (META) Quest devices commanding roughly 80% of the category despite facing similar demand challenges.

So Apple isn't alone in struggling to convince consumers that VR headsets are must-have devices. But for a company that's built its reputation on creating products people didn't know they needed until they existed, the Vision Pro's reception has to sting a bit.

Price Action: Apple shares are up 0.085% in after-hours trading. Over the past 12 months, the stock has gained 11.49%.