Hello everyone. We kick things off with Neil’s thoughts on how competitors may struggle going up against Vision Pro from a hardware perspective due to Apple’s supply chain actions. The discussion then turns to Disney and the growing list of issues plaguing the company. The situation is creating a dynamic that be considered advantageous to Apple.

Apple Cornering Market on Premium Headset Components

As reports of severe Vision Pro supply constraints continue to be digested, there is a corollary found with the news that hasn’t received much attention.

Competitors face an uphill battle to even assemble the supply chain, components, and partners that would be needed to produce a headset that can go up against Vision Pro. Yesterday’s discussion touched upon this briefly when talking about Vision Pro’s supply issues likely not representing much of an opening for competitors in 2024.

There are already two examples that we can point to. (This likely won't be the exhaustive list):

OLEDoS (two displays are found in Vision Pro – one for each eye). Sony is reportedly the only company supplying the postage stamp-sized OLED on Silicon displays. The lack of production capacity is said to be a major factor for Vision Pro supply constraints.

An Above Avalon membership is required to continue reading this update. Members can read the full update here . An audio version of this update is available to members who have the podcast add-on attached to their membership. More information about the podcast add-on is found here.

(Members: Daily Updates are always accessible by logging into Slack. If you haven’t logged into Slack before, fill out this form to receive an invite.)

Above Avalon Membership

Subscribe $20/month

Subscribe $200/year

Payment is processed and secured by Stripe. Apple Pay and other mobile payment options are accepted. Special Inside Orchard bundle pricing is available for Above Avalon members.

More information about Above Avalon membership, including the full list of benefits and privileges, is available here.