Renowned Apple supply chain analyst Guo Mingchi has released the latest news about Vision Pro, revealing that the latest Vision Pro 2 is expected to enter mass production in the second half of 2025.
There have been speculations that the second generation Vision Pro will have more comprehensive features than its predecessor. Currently, Vision Pro commonly exhibits design issues such as counterintuitive human-computer interaction and low efficiency. Guo Mingchi has listed possible upgrade points for the new product:
1) Vision Pro 2 will introduce the integration of Apple Intelligence and spatial computing, which Guo Mingchi said is likely to be the biggest selling point of this generation of products. The so-called spatial computing, also known as augmented reality, is a technology that combines the virtual world and the physical world, including eye tracking, gesture control, etc. in Apple's business context. The combination of these features with Apple's artificial intelligence is expected to introduce more "killer" use cases, bringing users a better spatial computing experience.
2) In addition, Guo Mingchi has high expectations for the introduction of AI architecture in the new Vision Pro. He stated that if the second generation Vision Pro can integrate Sora similar to OpenAI, the user experience of the headset will be elevated to an "unimaginable level". The impact brought by the AI model of Wensheng Video on the experience of head mounted devices may be even greater than that on existing mainstream consumer electronic devices.
3) In terms of hardware specifications, the new generation Vision Pro will upgrade its processor from M2 to M5 with significantly improved computing power. In addition, the weight and battery life of the device are likely to be improved.
However, the upgrade of the second-generation Vision Pro can be described as' adding quantity without adding price '. Guo Mingchi revealed that the price change of Vision Pro 2 may not be significant, as the remaining hardware design and specifications of the new device will not change much, thus saving development costs.
Guo Mingchi's intelligence on the supply chain shows that the supply chain of Vision Pro 2 will not undergo significant changes compared to its predecessor. New Apple suppliers such as Zhaowei Electromechanical may attract high attention from investors. Analysts say that this is because the performance of these new suppliers is not affected by the sales of Apple's existing products, and the relevant indicators will be more conducive to reflecting the future sales trend of Vision Pro.
Recently, Meta released its first AR glasses, indicating that the trend of AI+head mounted devices is becoming increasingly evident. Now, Apple's integration of Apple Intelligence and spatial computing in Vision Pro 2 may meet market expectations. According to a research report by Guotou Securities on September 20th, AI brings revolutionary interactive experiences that meet the needs of MR virtual real integration. The changes in interactive experience and the enhancement of intelligence brought by AI have significantly improved all aspects of intelligent products, and the AI wave is expected to usher in a new round of terminal upgrades.