Apple Vision Pro China is about to go on sale, and Huaqiangbei has the "same model" to hit the thousand-yuan price segment

CBN

2024-06-28 07:35CBN official account

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01Apple's first hybrid virtual headset, Apple Vision Pro, will be officially launched in China and other markets on June 28.

02 Vision Pro products have appeared in Shenzhen Huaqiangbei, with a minimum price of 1,000 yuan.

The appearance of the 03 Vision Pro is similar to that of Apple's Vision Pro, and some of the features are the same, but the price is lower.

04Experts said that the high price of Vision Pro has hindered wider demand, and it is currently mainly focused on attracting people for commercial development purposes.

05At the same time, Apple launched Vision Pro's localized content and ecosystem cooperation in the Chinese market to attract more consumers.

Technical support is provided by Tencent Hybrid Model

Apple's first hybrid virtual headset, the Apple Vision Pro, will soon ship in China. The stock prices of Vision Pro Chinese supply chain companies rose collectively on June 27.

As of the close of A-shares on the same day, Lingyi Zhizao (002600. SZ) shares rose nearly 7%, while Lens Technology (300433. SZ), Lixun Precision (002475. SZ) shares rose more than 5% at one point during the session, and the closing stock price rose about 2%.

Apple announced at the Worldwide Developers Conference held this month that the Vision Pro will be officially available in China and other markets from June 28, after the pre-sale of the Vision Pro had already begun. This will also be the first appearance of the Vision Pro in the Asian market. Before the official sale, the first financial reporter visited the market and found that there had been a Vision Pro product in Huaqiangbei, Shenzhen, and the lowest price had reached the 1,000 yuan level.

“类Vision Pro”现身华强北

Vision Pro is about to go on sale, and similar Vision Pro products have appeared in Shenzhen Huaqiangbei. On June 27, the first financial reporter visited a number of electronic product stores in the Huaqiangbei business circle of Shenzhen and learned that at the beginning of this year, there were products on the market with similar appearance and some similar functions, priced at more than 1,000 yuan.

The reporter visited and found that this kind of product similar to Vision Pro is the same model in different stores, called VisonSE, and the quotation of different stores is different, floating between 1500 yuan and 1900 yuan. A number of merchants said that the Vision Pro-like products sold in Huaqiangbei are almost the same, from the same manufacturer, and many merchants have also come up with the same product manual. During the visit, the reporter rarely saw other types of VR or MR glasses, and did not see the original Apple Vision Pro.

The shell of this Vision Pro product is plastic, and the hand is not heavy, but the reporter tried on the products from the two stores, and the pressure from this glasses was still felt on his face. Visually, this Vision-like Pro is similar to the Apple Vision Pro, but without a glass case. Functionally,Quasi-Vision ProYou can watch movies,According to merchants,This Vision-like product has a built-in iQiyi application,The reporter clicked into the application to try to watch a movie,The clarity is acceptable。 In addition, this Vision Pro product also has functions such as photo albums, browsers, and taking photos. According to the merchant, this product can shoot 3D pictures like Apple Vision Pro, but the reporter found that the 3D effect is not very good after test shooting.

This Vision Pro-like desktop has similarities with Apple's Vision Pro after booting, except for the App floating in a specific position, surrounded by a 3D indoor environment, and you can see a panoramic view when you turn your head. In addition, users can see the real external environment through the Apple Vision Pro, but this Vision Pro cannot see the external environment. This product can also cast the screen of mobile phones and computers.

Interestingly, this Vision Pro product has a built-in Huawei App Store, and you can download apps by yourself after connecting to the Internet. According to a businessman, the memory of the product is available in 64G and 128G versions, and a 1T memory card can also be inserted. According to many merchants, this product can be used for 1~3 hours after being fully charged, and it can be used for a longer time without using applications that consume a lot of power.

After the Apple Vision Pro, which costs tens of thousands of yuan and is quite experimental, has not yet caused a sales boom comparable to that of the iPhone. In Huaqiangbei, the reporter also felt the embarrassing position of the Vision Pro. The reporter visited a number of shopping malls in Huaqiangbei for more than an hour, and saw that there were only nearly 10 stores selling Vision Pro, which may also be because the merchants did not put Vision Pro-like products in a conspicuous position on the counter. Some merchants only took this product out of the counter or on the shelf after the reporter asked. More merchants selling small consumer electronics are more willing to put headphones, watches, speakers and other products in a prominent position.

When the reporter asked about the function, some of them were not familiar with it, so they could only take out the product manual for reference. From the price point of view, although the price of Vision Pro products is much lower than that of Apple's Vision Pro, in Huaqiangbei, the price of this product is also high among the watches and headphones that can be seen everywhere as low as dozens of yuan and more than 100 yuan. Some stores emphasized that the price of this product priced at more than 1,000 yuan is not cheap, and said that the sales of this Vision Pro are average. One merchant said that it is true that he can't sell a few units in a month. Another merchant said that he was exposed to a larger volume of overseas sales than domestic consumers.

Can the release of Vision Pro detonate the market?

The first financial reporter inquired from Apple's official website and found that Vision Pro has sufficient supply, and it is available immediately after basic order in Shanghai, and many stores can pick up the goods on June 28.

The reporter came to Apple's Jing'an Temple store in Shanghai earlier, which is Apple's latest flagship store that just opened in Shanghai in March this year. A clerk told the first financial reporter that judging from the pre-order situation of Vision Pro, the early demand was average. When asked what apps will be launched in the Chinese version of the Vision Pro, the clerk said that it is not yet clear and will not be known until he gets the real device and tries it.

Apple released a new version of the VisionOS 2 operating system during the WWDC developer conference, an update that brings new features and AI integration, and is compatible with more than 2,000 apps. The company also said that local Chinese developers and internet companies will launch new apps and games for Vision Pro, including Chinese tech giant Tencent, which will offer Tencent Video; ByteDance will also launch a VR version of Douyin on the Vision Pro.

Canalys analyst Liu Jiansen told CBN: "The cooperation between Apple and China's local Internet companies is mainly in terms of content and ecology. In China, Apple is likely to adopt a different strategy, relying on local suppliers to provide content, attracting developers and suppliers to build an ecosystem for the new platform to develop content that meets the requirements. ”

The Vision Pro starts at 29,999 yuan in Chinese mainland, which translates to more than $4,200 in US dollars, up from $3,499 when the device first went on sale in the United States four months ago.

Most analysts believe that the high price of the Vision Pro is hindering wider demand, and it is currently mainly focused on attracting people for commercial development purposes. Liu Jiansen told the first financial reporter: "At present, the price of Vision Pro is mainly to attract commercial users, as a tool to improve productivity, or as a tool to improve productivity, or education and training, as well as to improve the value of user experience, and some companies want to combine with Apple's high-end technology and brand image." ”

In February of this year, Apple was the first to launch the Vision Pro in the US market, which failed to appeal to the average consumer, despite causing a stir in some professional areas. Some analysts believe that the Vision Pro was launched outside the United States earlier than expected, indicating that the demand for the device is not strong.

"The Vision Pro's entry into the international market has exceeded industry expectations and appears to be an attempt to drive sales in the face of lower-than-expected demand, as the device is niche and expensive," said Canalys analyst Lok Xuan Chow. ”

Previously, it was reported in the media that Apple suspended the development of the next generation of the Vision Pro and instead focused on the affordable version of the Vision Pro, which is expected to be released by the end of 2025.

However, some analysts said that judging from the situation in the display supply chain, Apple does not seem to have canceled the research and development of next-generation products. Currently, Apple's Vision Pro's display suppliers are mainly Sony and LG Display. In this regard, Apple did not respond to the first financial reporter.

Lin Lin, an analyst at Omdia, a research institution, told the first financial reporter that if Apple wants to develop an affordable version of the Vision Pro, it will involve a lot of work, such as changing suppliers, reducing the storage of devices accordingly, and reducing the number of cameras.

Ming-Chi Kuo, an analyst at Tianfeng International Securities, predicts that despite weak sales, the Vision Pro's global shipments in 2024 can still maintain 400,000 to 450,000 units. And China is one of Apple's most important markets.

According to data, the proportion of Vision Pro's supply chain in China is as high as 60%, including upstream hardware suppliers, such as JPT in the field of optical display, Goertek in the field of acoustics, Lens Technology and Changying Precision in the field of structural parts, as well as Dingpeng and Dongshan Precision in the PCB field, as well as assembly supplier Luxshare Precision.

(This article is from Yicai)

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