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Supply Chain

Apple Vision Pro raises hopes at Sony, other Japan suppliers

Parts makers stand to benefit -- if the pricey headset catches on

Apple CEO Tim Cook poses next to the new Vision Pro headsets at the company's headquarters in Cupertino, California, on June 5.   © Reuters

TOKYO -- Apple's new $3,499 Vision Pro headset could generate sales for Sony Group and other Asian suppliers of the U.S. tech giant, but that will depend on how well the device performs in a virtual reality market that has disappointed for years.

Organic light-emitting diode microdisplays from Sony and optical resin polymer for precision lenses from Mitsubishi Gas Chemical are among possible supplies for the device, Goldman Sachs wrote in a report last month.

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