•

Apple forced to make major cuts to Vision Pro headset production plans

Subscribe to read | Financial Times

https://www.ft.com/content/b6f06bde-17b0-4886-b465-b561212c96a9

News, analysis and comment from the Financial Times, the worldʼs leading global business publication

•

HW supply chains have been an absolute mess since Covid. It’s very, very possible that it’s a true supply chain constraint. Companies have been doing all sorts of crazy stuff to maintain or get access to HW components. This includes things like paying 3x to “steal” a shipment from another customer.

People who are not in HW have no concept of how long and unreliable lead times have gotten.