开年第一炸：Vision Pro被曝半停产，「空间计算」故事讲不下去了？

Core Viewpoint - Apple's Vision Pro appears to be in a state of decline, with reports indicating that the company has largely halted maintenance and development for the product, suggesting it may not see further releases in the next two to three years [1][3]. Group 1: Product Status and Market Position - Vision Pro has reportedly entered a semi-production phase, maintaining only minimal capacity and parts lines for future maintenance needs [1]. - The product, once seen as a flagship for ushering in a "post-iPhone era," has quickly devolved into a mere reference model within two years of its launch [3]. - Apple's shift in focus from immersive headsets to lightweight AR glasses indicates a significant pivot away from the already struggling XR market [3]. Group 2: Pricing and Consumer Perception - The initial pricing of Vision Pro was set at $3,499 in the U.S. (approximately 24,000 yuan), 29,999 yuan in mainland China, and €3,999 (around 32,000 yuan) in the EU, which positioned it beyond mainstream accessibility [4]. - The high price point was intended to establish Vision Pro as a "professional tool," but it failed to deliver corresponding productivity or unique experiences, leading consumers to opt for more practical alternatives [4]. Group 3: Developer Challenges and Ecosystem Issues - Developers have expressed frustration with Vision Pro's restrictive development environment, including stringent privacy limitations and a lack of direct access to camera feeds, which stifles innovation [6][8]. - The absence of compatibility with established XR ecosystems like OpenXR and reliance on proprietary frameworks has resulted in a cycle of "no applications—no users—fewer applications," further isolating Vision Pro from potential growth [8]. - The lack of official peripherals, such as controllers, has hindered developers from creating engaging applications, as existing XR ecosystems are primarily built around controller-based interactions [8]. Group 4: Competitive Landscape - As Apple retreats from the XR space, Samsung has introduced its Galaxy XR, which is seen as a potential successor to Vision Pro, although it faces similar challenges regarding user experience and application availability [11][13]. - Galaxy XR's reliance on the Android XR ecosystem provides it with a broader application library, but it still struggles with issues like high pricing and fragmented development environments [13][14]. Group 5: Future Outlook - The failure of Vision Pro serves as a lesson for Apple, emphasizing the importance of aligning advanced technology with user needs and market realities [15]. - Future AR glasses from Apple may reflect a more cautious approach, leveraging the existing Apple ecosystem to create interconnected experiences across devices like iPhone, MacBook, and iPad [15].