Apple Vision Pro lead times are useless for investors, warns J.P. Morgan

Investors shouldn’t be concerned about the long lead times for the Apple Vision Pro, analysts at J.P. Morgan say, and that focus should be placed on feedback from actual customers.

With the release of the Apple Vision Pro on February 2, there’s very little time to go before the public gets its hands on Apple’s headset. Shipments for the device slipped nearly instantly after preorders opened, with shipping dates stretching to March and April for some customers.

However, like the experience of previous Apple releases, investors are apparently looking at the lead times with interest, as some measure of how popular the device will be. In one example. Ming-Chi Kuo estimated there were around 180,000 sales made in the first pre-order weekend, but also pointed out the extended shipping times remained unchanged 48 hours after opening.

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