Apple's cutting-edge Vision Pro doesn't need iPhone sales to succeed
Let’s get something out of the way right at the beginning: We already know Apple’s Vision Pro device consists of a bundle of bleeding-edge technologies competitors can’t easily emulate.
How do we know this? Because supply chain reports claim the lenses used in these devices are hard to source. Ergo, they are hard to manufacture. This particular production bottleneck is also a competitive advantage for Apple — it means its solution is hard to imitate. So how can devices only expected to see a few hundred thousand units form the future of computing?