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Apple held back for ten years, and finally made a big job.
Just 2 days ago, Apple released the Apple Vision Pro headset, which seamlessly blends the virtual and real worlds. Judging from the product publicity released by various media, it is simply awesome.
But what is surprising is that within 2 hours after the price of the product was released, Apple's market value lost 85 billion US dollars, equivalent to 600 billion yuan.
Confused? Capital is not optimistic about such a high-tech product?
Friends who know a little about economics should know that scarcity determines value, and scarcity can bring high rates of return.
This product can integrate the virtual world into the real scene, you can control the virtual screen just by pinching your fingers, the person opposite can see your eyes and expressions, and you can also see the real person in the virtual picture, without hindering communication at all. Coupled with configurations such as high-quality sound channels, it simply hangs all the headset products on the market, and those are younger brothers.
Scarcity is definitely there. It stands to reason that such a scarce product must correspond to a huge market value, why is the capital not optimistic and directly plunges the market value of Apple?
Even former Apple executive Michael Garlenberg sang the praise, saying that Apple's MR device could be the worst tech product ever.
Former Apple executive Michael Garlenberg commented on the column
The contradiction lies in the fact that the capital side believes that Apple's unilateral assessment of the market is too optimistic.
Apple Vision Pro headset equipment is expensive, embedded in the M2 chip responsible for computing and R1 chip responsible for real-time sensing, plus Micro-O LED screen, surround acoustic equipment and various lenses large and small, making the unit cost of the product too high.
The price of the product was reported at 3,499 US dollars, about 25,000 yuan.
Some people say that this is how Apple plays, from the iPhone to the iPad, I don't care if the market wants it or not, come out and put the production in front of you, you naturally want it.
Indeed, the growth of the market is difficult to predict. However, the technology of different industries has its own growth laws, and the measurement of the degree of scientific and technological progress of an industry is mainly based on the growth rate. Moore's Law, as it is known as Moore's Law, is the growth law of the chip industry, which states that "the performance of chips doubles every 18 months while the price drops by half." If entrepreneurs have a grasp of the laws of technological growth in their industry, they can accurately predict the market growth rate.
The M2 chip and R1 chip in Apple Vision Pro headset devices must comply with Moore's Law, and electronic products such as surround channels also have a large space for marginal effect reduction. Its biggest problem at present is that it needs to solve the problem of mass production process, so that more foundries have the ability to guarantee shipments for him.
As for the price of the product, it will definitely come down.
High prices have reduced the size of the market, and I'm sure Tim Cook knows this.
His confidence in his products comes from his understanding and insight into the laws of the electronics industry. Please also bear the excitement of the majority of fruit fans, and wait, I believe the price will come down.
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