Apple Shifts Vision Pro Production to Vietnam, $3K Foldable iPad Delayed

Apple has gone and shifted production of it's Vision Pro headset to Vietnam now, which is another big step in the company's ongoing...

Quick overview

  • Apple has shifted production of its Vision Pro headset to Vietnam, reducing reliance on Chinese manufacturing.
  • The new Vision Pro model, featuring an M5 processor, is set to launch at a price of $3,499.
  • In addition to the Vision Pro, Apple is expanding production of smart home devices in Vietnam, including a smart display and security camera.
  • Delays have been announced for the foldable iPad and iPhone, with expected release dates pushed to 2029 and 2027, respectively.

Apple has gone and shifted production of it’s Vision Pro headset to Vietnam now, which is another big step in the company’s ongoing efforts to stop relying so much on Chinese manufacturing. The new model, with an M5 processor and a redesigned headband, is scheduled to drop this wednesday for a whopping $3,499.

The original Vision Pro was made in China back when it came out in February 2024 with a M2 chip, and yes, it’s still a bit of a niche product, but relocating the production to Vietnam shows that Apple is serious about spreading out its supply lines, given all the craziness going on in the world and the uncertainty around tariffs.

Vietnam is now one of the key places where Apple makes things, along with India, Thailand and Malaysia, which are all part of Apple’s growing global team. However even though they’re slowly moving away from China, iPhone production is still very centered there, where they have all those old supplier partners they’re still relying on.

Smart Home Devices join the Vietnam expansion train

But the Vision Pro isn’t the only thing being made in Vietnam – Apple are also using the country to build some of their smart home products now too. Word is they’re working on stuff like a smart display, home security camera and a tabletop robot, all along with the chinese electric vehicle manufacturer BYD.

Apple’s putting the final touches on these products in Vietnam, which shows that they think the country is getting to a good level in terms of tech and logistics. This isn’t the first time – we’ve already seen Apple move some of it’s Airpods, iPad, Homepods and Apple watch production over to Vietnam.

Meanwhile they are also boosting iPhone production in India, partly to get more phones to americans and avoid those tariffs that were introduced by trump. In the US, Apple are teaming up with Corning to make iPhone and Apple watch glass, while they are keeping the Mac Pro in Texas.

Foldable iPad and iPhone get delayed – again

But just as Apple are spreading their wings a bit, their plans to bring out a foldable iPad and iPhone are hitting another road block. The foldable iPad, which was supposed to come out in 2028 is now looking like it won’t be till 2029, or possibly later – Apple’s engineers are still trying to sort out the hinge weight and display durability issue. The thing is supposed to have an 18 inch screen from Samsung and cost around $3,000.

The foldable iPhone is also getting a delay, now looking like it will be 2027 – which is slower than some of the other companies out there, but the idea is that Apple is being careful to make sure it gets it right. That’s just the way they do things, after all.

ABOUT THE AUTHOR See More
Arslan Butt
Lead Markets Analyst – Multi-Asset (FX, Commodities, Crypto)
Arslan Butt serves as the Lead Commodities and Indices Analyst, bringing a wealth of expertise to the field. With an MBA in Behavioral Finance and active progress towards a Ph.D., Arslan possesses a deep understanding of market dynamics. His professional journey includes a significant role as a senior analyst at a leading brokerage firm, complementing his extensive experience as a market analyst and day trader. Adept in educating others, Arslan has a commendable track record as an instructor and public speaker. His incisive analyses, particularly within the realms of cryptocurrency and forex markets, are showcased across esteemed financial publications such as ForexCrunch, InsideBitcoins, and EconomyWatch, solidifying his reputation in the financial community.

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