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Guo Minghui: Meta has lowered Quest 3's Q4 shipment volume by 5% -10% this year. It is expected that next year's Q1 shipment volume will decrease by 70% -80% month on month. Famous analyst Guo Minghui said that the latest survey shows that Meta has lowered Quest 3's Q4 shipment volume by about 5% -10% this year; Due to lower than expected market demand, it is expected that the shipment volume in Q1 next year will significantly decline by about 70-80% month on month. The Apple Vision Pro is at least 2-3 years ahead of Meta's headwear devices in terms of technology. Therefore, the Vision Pro will be released for after-sales service early next year. Although it differs from Quest's target customers due to its significantly higher price, the significant experience advantage of the Vison Pro will affect consumers' willingness to purchase Quest.
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