AI spatial computing to be the main selling point for new M5-powered Vision Pro; new Apple suppliers like Zhaowei in focus
The new M5-powered Vision Pro is expected to enter mass production in 2H25. The main selling point will be the integration of Apple Intelligence with spatial computing. The major hardware change will be the processor upgrade to the M5 (currently M2) to significantly improve computing power and ensure the best Apple Intelligence user experience. Other hardware specs and designs won’t change much, which should help lower costs and price points.
The biggest design challenge for Vision Pro/head-mounted display devices is that the human-machine user interface needs to be more intuitive and efficient. Apple Intelligence/GenAI is expected to improve this significantly. Combining eye tracking, gesture control, and Apple Intelligence should provide a better user experience for spatial computing.
The price of the M5-powered Vision Pro may not change much, but Apple’s head-mounted display device/spatial computing could become mainstream if this new model creates attractive user scenarios. Cost and price reductions, weight and battery life improvements, etc., will eventually happen. Compared to existing mainstream products like the iPhone, the innovative user experience of integrating Apple Intelligence with Vision Pro will be more noticeable.
In particular, if the M5 Vision Pro can integrate something like OpenAI’s Sora, it may elevate the user experience of the head-mounted display device to unimaginable levels. The impact of text-to-video AI models on the head-mounted display device experience will likely be more impressive than on existing mainstream consumer electronics.
The supply chain for the M5 Vision Pro will mostly stay the same. New Apple suppliers such as Zhaowei are likely to attract more investor attention. Unaffected by existing product sales, these new suppliers may be better positioned to reflect positive trends in Vision Pro.
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