Apple(US:AAPL) 美股研究社·2025-04-08 11:59Core Viewpoint - Apple is planning the production and release of the second generation of Apple Vision Pro, indicating a commitment to the product line despite initial market challenges [4][11]. Group 1: Product Development and Innovation - The Apple Vision Pro is Apple's first wearable spatial computing device, showcasing significant technological innovations, including the R1 chip, M2 chip, Vision OS, spatial audio system, and iris verification technology [7][9]. - Apple has invested years in research and development for the Vision Pro, applying over 5,000 patents to support its launch [7]. Group 2: Market Challenges - The Vision Pro has faced criticism due to a lack of content in the spatial computing ecosystem, a high starting price of 29,999 yuan, and issues with weight affecting user experience [11][15]. - Initial market response has been underwhelming, with sales falling short of Apple's target of 500,000 units, leading to speculation about potential production halts [11][17]. Group 3: Future Enhancements for Apple Vision Pro 2 - The second generation may feature the M5 chip to enhance processing power and reduce energy consumption, as suggested by supply chain analysts [12]. - Integration of AI into the Vision OS is anticipated, aiming to improve the overall user experience and system intelligence [13]. - Efforts to optimize material usage could lead to a lighter product with better battery life, addressing current concerns about weight and comfort [15]. - There is potential for a price reduction and the introduction of a "youth version" of the Vision Pro, which would maintain core features while lowering entry barriers for consumers [17].