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Comment by crooked-v | Hacker News Reader

Didn't they have a really small number of screens they even ordered in the first place? Did they change their minds from demand, or have they just finally run out of the first production run?

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From what I heard, they will ultimately halt production, assuming no major changes in sales, at around 500,000 - 600,000 produced. Based on my understanding of the sales, they will have a considerable number of units still available even if the production stops.

Before its release, I read that Sony had said they could produce 900,000 of the displays per year because the process was so complex. Obviously with 2 displays per device, half that is the maximum number of Vision Pros per year.

I'm guessing Apple and Sony would have invested in improving the process if it had hit expectations.

Sony display had capacity for 1 million screens in 2024. That's 500K devices. They are stopping short of that, but we don't know by how much. I'll estimate 400K devices made and sold in 2024 as the Pro model is sunset and Apple takes a shot at a Quest competitor in the $1000-2000 range.

400k made, sure. Sold? Not likely given we already know they've got a lot of stock. 400k sold would mean they are sold out.

Likely closer to half of that. Dont forget they're still launching it in other countries this year, so they've clearly got ample stock left over.

This seems to be specifically a change in the assembly volume. I imagine they have most of the specialist components, such as the screens, already delivered and stored.

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