this post was submitted on 20 Dec 2023
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Apple
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Apple is alot of things I don't like, but stupid (from a profit/business standpoint) isn't one. Apple sell alot of products that I think are hot garbage and would be embarrassed to own, but they're not for me as a consumer, and they tend to sell a bazillion of whatever it is and make a ton of money.
Even trying to put my biases aside though, I cannot fathom what their gameplan with this is though. Even if it was a good deal and great product, a pretty huge proportion of VR headset purchasers are PC gamers, and that generally isn't a demographic that is Apple leaning. So the buyer for this is a person who uses VR regularly (probably a PC gamer), but also someone who is Apple leaning enough to get this vs. an Index or Vive, who also is willing to pay an A.B.S.U.R.D price premium for it (it is pretty impressive hardware to be fair, but not 3-4 times the cost impressive).
My guess is that they're intentionally taking a loss on this, putting it out as a halo product that gets talked about a ton (that's already happening because of the price, like they did with the mac pro wheels), and generally get a ton of attention on this without selling many (but just enough to get user data and hardware information to iterate on) and THEN in a suitable amount of time they'll release one that will genuinely be competitive, at a big price drop, and sell a ton.
I think you got the target audience wrong, this isn’t a PC gaming headset. It doesn’t even have or support VR controllers.
This is more of an iPad replacement, second screen, productivity and consumption device. And it’s going to be the first one that actually has a big library of regular apps from the very start. Arguably the bigger market, not just for gamers.
And seriously, while you can ignore the pixels on the vive/index in action well enough, they're there, and they're extremely obvious and unpleasant on text. There are a couple third party options that get in the neighborhood on resolution, but shockingly, they're also really expensive.
Yeah 100% I'm not for a moment knocking the hardware, it is genuinely impressive stuff and will pretty much be industry leading when it releases, most of my confusion comes from where it stands as a saleable product.
You're correct that the target audience will be media consumption; the miss - if I'm reading the GP correct (and, for the record, I tend to agree) - is that the majority of VR focused activities are game-based. There is certainly a contingent of health/fitness apps out there, but that market and content is trivially small by comparison. Could Apple come out with some really killer app? Sure - there's always the possibility of a twist. Looking at the intersection of user input and iOS-style apps, you're back to (mostly) passive consumption. I'm a huge believer that VR/AR is the future, but I'm struggling to see how these are going to function as an iPad replacement, second screen (primary screen, like Immersed, in special cases I can see), and productivity are going to find a foothold, given the limitations of the OS and lack of connectivity outside of the ecosystem.
They're literally not even calling it VR. The focus is all about AR (labeled spatial computing), which is a space that basically doesn't exist because nothing on the market can handle it without massive deal breaking compromise. The goal is the same as the iPhone, though, democratizing app development. Their AR tools on phone lower the barrier to entry enough that solo developers can make and ship AR-capable apps far more easily than they could otherwise, and that's what they're leaning on.
The Vision Pro isn't the mass market device. It's an enthusiast product/devkit. But there's nothing comparable to put it up against. The space can't develop with insufficient hardware, because low resolution in the display or any meaningful latency or quality drop to the passthrough are showstopper flaws to anything but games and movies.
That would be a bigger market, IF non-gamers had interest in VR. You make fair points, but I really really don't see the average person putting on a VR headset to consume content, even at a lower price. The "weirdness" alot of people who aren't in the tech or gaming space about buying/using a VR headset I think is a huge hurdle for Apple with a product like this.
The game plan is the same as the game plan for the Mac, but they're going to run it in a fraction of the time because they already have the playbook. Apple's not in the business of "intentionally taking a loss," Apple is in the business of slowly iterating products into platforms over strategic time spans. That's exactly what they'll do here.
The OLED displays are severely supply constrained; I doubt Apple can produce more than one or two million in 2024. With so few units available, there are more than enough dyed-in-the-wool Apple fans and die hard VR geeks with $4k to burn to guarantee that it will be sold out until 2025.
This first million will create an ecosystem for the platform in the form of third-party software and enthusiast communities. The successful launch will entice more suppliers to make the OLEDs, increasing availability and reducing cost. That paves the way for a sans-Pro Apple Vision for $2,500 sometime in 2025 or 2026. The cycle repeats: more users, bigger community, more evangelists, more word of mouth, more software, cheaper components, and then Apple ships Apple Vision Air in 2027 or 2028 for $1,500. Then in 2030, Apple Vision Air 2 comes out but the original is still for sale at $999.
Now we're looking at Apple's standard good/better/best product matrix that they use for the iPhone, iPad, Apple Watch, and Mac, and we're also looking at a relatively Mac-like price range starting at a grand but with options running well above $5k.
The original Mac sold for $2,495 in 1984 which is about $7,000 adjusted for inflation. Apple's kicking this new platform off for half the entry price. No one knew what the heck the Mac was supposed to be for in 1984 either, but the entire desktop computing paradigm was forged in its image. We're now looking at a second Mac.
Agreed, when I said "intentionally taking a loss" that was referring to the short term. In the long term, like you said they're fairly likely to build this into a large lucrative platform. Great comment, you've made excellent points throughout, thanks for the good discourse :)