Apple Vision Pro Is Selling Well: Huaqiangbei Has Been Replaced
Apple Vision Pro is selling well: Parts customization welcomes new opportunities, and “Huaqiangbei” has been replaced.
Cailian News Agency, February 9 (Reporter Tang Zhixiao) Recently, the MR product Apple Vision Pro launched by Apple was officially launched in the US market. It was officially sold out within ten minutes of its release, and the delivery date has been scheduled to March this year.
Since Apple Vision Pro has not been officially launched in other markets, Apple Vision Pro purchasing services have appeared on domestic e-commerce platforms and even second-hand trading platforms. The reporter learned that the current purchasing price of Apple Vision Pro is stable at less than 40,000 yuan.
For users who are willing to buy the American version of Apple Vision Pro, in addition to price, application, language, and customization of myopia lenses are all issues that need to be considered. These problems will also have a considerable impact on the use of Apple Vision Pro.
At the same time, the price of Apple Vision Pro is equivalent to more than 30,000 yuan, which is relatively high for most consumers. Therefore, so-called “replacement models” have also appeared on the market, with retail prices within 2,000 yuan. In addition to its similar appearance to Vision Pro, its usage experience is not the same as the former.
It is worth noting that Wedbush, a well-known Wall Street investment institution, predicts that Apple Vision Pro sales will reach 600,000 units in 2024. With the launch of cheaper versions and sunglasses-style shapes, sales in 2025 are expected to exceed 1 million units.
Driven by this news, the MR concept rebounded sharply in the afternoon on February 8. Among them, Shenzhen Keda and Qingyue Technology hit the daily limit of 20CM. Previously, Yidao Information and Kechuan Technology hit the daily limit, and JPT, Yitian Shares, Zhicube, and Rongqi Technology rose by more than 15%.
Purchasing Prices Have Stabilized, And The First Batch Of “Customized Parts” For Apple Vision Pro Are Here.
Apple Vision Pro will be available for pre-sale on January 19th and will be officially launched on February 2nd. However, the launch area is limited to the United States. Buyers need to have a US Apple ID, a US phone number and the corresponding payment card, as well as delivery in the US. address.
Therefore, users who need early adopters can only choose purchasing agents. After a week, the purchasing price of Apple Vision Pro on major trading platforms has gradually stabilized.
According to the reporter’s observation, there are currently Apple Vision Pro product purchasing stores on Taobao, JD.com, and Pinduoduo platforms. The general price of the 256G version is less than 40,000 yuan, of which JD.com is an international self-operated store.
A store seller told reporters: “The price is now the adjusted selling price, but it is still at a premium. If the price drops, we will not refund the difference, and we do not support 7-day unreasonable returns. In addition, the current machine only has The English interactive interface does not support Chinese input, so please consider carefully before purchasing.”
For Myopic Users, The Selection Of Myopic Lenses For The Current US Version Of Vision Pro Is Also A Problem.
A consumer who purchased Apple Vision Pro told reporters: “Language is part of the problem. Vision Pro’s app store requires a US ID to log in. Vision Pro can only be installed with Zeiss-certified myopia lenses. When ordering, you need to provide the information from Not all stores in the United States can provide optometry documents from legally qualified institutions.”
Schematic Diagram Of Third-Party Compatible Lenses Sent By The Merchant.
Some merchants revealed to reporters that official Zeiss lenses not only require a U.S. prescription and may fail the review, but also that the price of the official lenses is more than 1,500 yuan, which they do not recommend. “Now we have procured myopia masks, with space reserved for installing spectacle frames. We will also open molds to produce myopia lenses after the year, and the retail price is expected to be between 200-300 yuan.”
The reporter also noticed that some Taobao purchasing stores also had the option of picking up the goods in Hong Kong on their promotional pages, but the price difference between the two reached about 2,000 yuan. Merchants said that currently there are some spot goods in the mainland and Hong Kong that are more expensive. If you are willing to wait, the delivery price after the year will be cheaper.
Since Apple Vision Pro has not yet been launched in China, entry tax is also involved after purchasing it from overseas. According to reports, some purchasing agents ignored this problem, resulting in a large number of equipment being seized by customs.
In this regard, a purchasing agent told reporters: “Someone around me brought a batch of goods (Vision Pro) and entered the customs from Shanghai Hongqiao Airport. Because they were not declared, the entire batch of goods was detained. Currently, Apple Vision Pro is a newly launched product. , there is no directory at the customs, and I don’t know exactly how much back tax needs to be paid. I asked about the price here, but the actual deposit paid is still relatively small.
In addition, the reporter also called the Shenzhen Customs service hotline to inquire about the tax rate of Apple Vision Pro. The other party said: “Vision Pro is a new product and there are no relevant regulations. If calculated according to computers and peripheral equipment, according to the announcement of the General Administration of Customs of the People’s Republic of China According to the standard of Announcement No. 63 of 2019, the tax rate is 13%. This information is for reference only. The specific method of levying the tax needs to be subject to the specific practices of customs personnel.”
The current price of Vision Pro starts at US$3,499, equivalent to RMB 25,183.4. If calculated at a 13% tax rate, the National Bank version of Apple Vision Pro is at least 28,457.2 yuan.
In addition, Apple CEO Tim Cook appeared at the Apple Store on Fifth Avenue in New York on the day Vision Pro was launched. When asked when Apple Vision Pro would be launched in China, Cook responded: “Not sure about the specific time, but soon.”
Apple Vision Pro Is Launched In China, And “Huaqiangbei” Has Been Replaced.
However, before Apple Vision Pro officially entered the domestic market, domestic “Huaqiangbei” people had already sniffed out the business opportunities.
The reporter searched for Vision Pro as a keyword on the e-commerce platform and found Vision One, a head-mounted display device that looks very similar to Vision Pro but sells for less than 2,000 yuan.
According to the merchant’s customer service: “This product not only supports VR display, but also supports one-click shooting of 3D images and VST (video see-through) function. You can operate the product through head tracking or through the included handle.”
Product Pictures Provided By The Seller.
The Vision One product manual shown to reporters by the merchant shows that the product uses the Android operating system, Qualcomm Snapdragon SXR1130 chip, and Andreno 615 graphics processor.
The reporter consulted public information and learned that this chip is actually the VR version of Qualcomm Snapdragon 670 chip. It adopts an 8-core architecture and has 2 Kryo 360 (A75) + 6 Kryo 360 (A55) cores. In terms of actual performance, it is entry-level and not as good as smartphones currently priced in the 2,000-3,000 yuan range.
In addition, the instructions obtained by the reporter also show that this product actually uses the solution of the AX162 VR all-in-one machine of Yijing Virtual Reality Company.
In-App Image Of The Headset Provided By The Seller.
Users who have experienced this product said: “AX162 is an entry-level MR application product that supports 3DoF. It does not have 6DoF function. The current video see-through (VST) function makes the screen display rough and jittery.”
Yijing AX162 Prototype
Ejing said: “Our new product this time is a cost-effective MR product, which is an entry-level product based on Apple’s Vision Pro, similar to Vision SE. The Apple product is 3,499 US dollars, and the final price for our customers should be Within $200.”
The reporter learned from public information that the listed company behind Yijing Virtual is Yidao Information. Yidao Information adopts the ODM foundry model and is engaged in the research and development, design, production and sales of electronic equipment such as laptops, tablets and other smart hardware. The company’s product forms are mainly divided into complete machines, motherboards and bulk kits.
According to the 2023 interim report of Yidao Information, in the first half of last year, Yidao Information’s XR and AIoT products achieved revenue of 39.4967 million yuan, a year-on-year decrease of 58.28%, accounting for only 3.34% of total revenue. Among them, XR business revenue decreased by 49.85% year-on-year. Judging from operating data, Yidao Information is currently facing a bottleneck.
Since 2022, mainstream products represented by PICO 4 and Quest Pro have been equipped with VST functions, actively promoting VR headsets to move towards MR experiences. Among other brands, VR products including NOLO SONIC2 Pro, iQiyi’s Qiyu MIX, TCL V1, HTC Vive XR Elite, etc. have added VST functions.
According to the disassembly of Apple’s Vision Pro by iFixit, a professional organization, Vision Pro has R1 and M2 chips as well as 12 cameras, LiDAR sensors and TrueDepth cameras. These are the keys to Apple Vision Pro achieving high-definition VST effects.
From the perspective of hardware specifications, in order to achieve an experience performance close to that of Vision Pro, higher hardware specifications are required, which are currently difficult to achieve with Huaqiangbei’s so-called “replacement” products.
Caitong Securities pointed out in the research report that two 4K RGB cameras (main cameras) are the key to achieving high-definition VST effects. The Quest Pro is only equipped with a 16-megapixel RGB, so the real-life images transmitted to the glasses have lower definition. At the same time, Meta adopts a co-processor-less solution. After CPU and GPU processing, the physical delay is about 30-40ms. The greater the physical delay, the algorithmic compensation will be insufficient.
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