American media label Apple’s VR glasses as the riskiest bet since the iPhone, but that does not diminish the positive view that investors have. Nevertheless, stock market analyst Jos Versteeg of InsingerGilissen understands the concerns about the risk. “If you look at sales of Meta’s headset, you can see that they have fallen by two percent in the past year,” he says.
According to Versteeg, the technology is not quite ready yet, but it is mainly Apple that the market does not want to miss. ‘Because if it becomes the new platform that everyone will use, with which the mobile phone becomes an outdated platform, then Apple has a very big problem.’
‘Toe in the water’
Versteeg thinks that consumers should also expect relatively little from it, while he emphasizes that it is a lot like sticking a toe in water to feel the temperature. “Apple first expressed the expectation that they would sell three million copies, but that has now been reduced to one million,” he says.
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He does call it good that Apple seems to be working on the next step compared to their immensely successful iPhone. Versteeg himself thinks that it will be ‘primarily a headset for the professional market’. “So they want to use it mainly so that developers can develop anything for it, and that they warm up,” he says. ‘But we shouldn’t expect much from it for the time being. It is not the profit generator that will push the price up.’
In addition, according to Versteeg, it must be realized that there are quite a few risks at Apple. In particular, the fact that Apple is largely dependent on China, especially when it comes to production. ‘Everything is made in China, so it’s actually a Chinese company,’ says Versteeg. ‘They are busy moving production to Vietnam and India, among others, but that is mainly assembly work. (…). It’s still a vulnerability for Apple.”