Will Apple announce a cheaper version?
Lower-priced and second-gen versions awaited by investors yet to be initiated.
Unlikely to impact trading themes in the near term, according to Mr. Kuo.
Market feedback on Vision Pro crucial for future models, a key focus for Apple this year.
Target audience for Vision Pro's first iteration: – Dedicated Apple fan – Developer – Early adopter – Enterprise user
Optimistic scenario hinges on Apple's success in:
– Boosting supply of key components for the headset – Experiencing higher-than-expected interest from the end market.