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Apple Scales Back Vision Pro Production and Marketing After Weak Demand

Engineering resources are moving to AI smart glasses, leaving a lower-cost Vision headset uncertain.

Overview

  • Financial Times reporting points to a significant pullback, with Sensor Tower data showing more than a 95% cut to Vision Pro digital advertising through 2025 in the U.S. and U.K.
  • IDC estimates just 45,000 units shipped in Q4 2025 and says manufacturing partner Luxshare halted production at the start of 2025 after roughly 390,000 units in the 2024 launch period.
  • Bloomberg reporting indicates Apple paused work on a lighter, cheaper Vision variant known internally as N100 and reassigned engineers toward AI-enabled smart glasses.
  • Analysts cite a $3,499 price, weight and comfort issues, limited battery life, and a relatively small VisionOS app ecosystem as the main barriers to broader adoption.
  • Apple has not disclosed Vision Pro sales and declined comment on the cutback reports, while some outlets continue to speculate about a lower-priced model and note possible manufacturing shifts to Vietnam.