No, Apple Didn't Just Dramatically Cut Vision Pro Production Due To Weak Demand
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APRIL 24, 2024
Headlines are circulating claiming Apple cut Vision Pro production by almost 50% due to weak demand. The source of these articles is a new note from supply-chain analyst Ming-Chi Kuo, who has been reporting on Apple's supply chain for more than 10 years. Here's why they're almost certainly false. It simply doesn't make sense.
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