I wonder if Apple will be able to bridge the biggest gap between their hardware and Meta’s: the price gap
The new Ray Ban AR glasses retail at a Meta subsidized $800 - has Apple ever released subsidized hardware?
I remember when the Vision Pro’s BoM got leaked prior to announcement and people calculated out the pre-bulk discount cost at around $2500 (iirc). I saw crazy posts predicting it would get subsidized down to $2k, some saying they’d eat R&D and price it at hw cost, and a few realists claiming $2750-3000 was a more realistic target. It launched at $3500.
If history is any guide, it won’t matter if Apple Glass 1.0 is a generation and a half above whatever Meta is selling if they keep going with the 5x price differential.
The new Ray Ban AR glasses retail at a Meta subsidized $800 - has Apple ever released subsidized hardware?
I remember when the Vision Pro’s BoM got leaked prior to announcement and people calculated out the pre-bulk discount cost at around $2500 (iirc). I saw crazy posts predicting it would get subsidized down to $2k, some saying they’d eat R&D and price it at hw cost, and a few realists claiming $2750-3000 was a more realistic target. It launched at $3500.
If history is any guide, it won’t matter if Apple Glass 1.0 is a generation and a half above whatever Meta is selling if they keep going with the 5x price differential.