Guo Mingyi said that the Meta Quest 3 heads were significantly affected by Apple Vision Pro, and 2024Q1 shipments decreased by 70-80% month-on-month.

CTOnews.com, October 28, according to the latest research note shared by Tianfeng Securities analyst Guo Mingyi today, Meta has lowered its forecast of Quest 3 shipments in the fourth quarter of 2023 by 5-10%, and shipments in the first quarter of next year will show a huge month-on-month decline of 70-80%.

Guo Mingyi believes that Apple's Vision Pro head is at the technical level, at least 2-3 years ahead of the Quest 3 head show. Although the positioning and target groups of the two head show products are different, after Apple launches the Vision Pro head show next year, with the excellent experience, it will still affect consumers' willingness to buy the Quest 3 head show.

Guo Mingyi had previously predicted that Reality Lab's losses would expand further, and the situation would worsen after Meta recently adjusted the forecast of 4Q23-1Q24 Quest 3 apparent shipments.

CTOnews.com reported on the 10th of this month that the Meta Quest 3 is on the shelves of Amazon in China today. The 128GB price is 3502.48 yuan and the 512GB price is 4532.62 yuan. The above prices do not include freight and customs duties. Delivery is expected from November 22 to 23.