Apple Cuts Over 200 Jobs Involving Vision Pro and Siri
According to Bloomberg's Mark Gurman, Apple is cutting over 200 positions, including about 100 related to Vision Pro and about 100 from the Siri team, to focus on new devices and AI development.
Apple has essentially eliminated the Vision Pro gaming team, reduced the immersive video team, and made adjustments in the Siri and smart systems experience teams. Previous reports indicated that the Vision Products Group had already cut at least 60 people.
The adjustments aim to align with the new Siri AI architecture and accelerate the development of AI features across products. The Vision Pro hardware team has already been reorganized, with personnel distributed to larger engineering organizations, as the company's focus shifts to wearable devices like smart glasses.
Incoming CEO John Ternus is said to have approved the related decisions. Apple continues to maintain long-term investments in visionOS and spatial computing, but the next generation of headsets is not expected until late 2028.
The layoffs come against the backdrop of Vision Pro's market performance falling short of expectations and an increased priority on AI.
From a market mechanism perspective, resources are shifting from hardware headsets to AI and new form-factor devices, with funding focusing on Apple's software and AI execution efficiency; the event is driven by strategic focus, benefiting AI-related projects and smart glasses, while the pure Vision Pro ecosystem faces pressure.
Source: Public Information
ABAB AI Insight
Apple has been continuously adjusting its team structure following the release of Vision Pro, splitting and reallocating the former Vision Products Group. The further cuts in gaming and immersive video positions indicate a reassessment of the commercialization path for closed headsets.
From a capital perspective, the company is reallocating manpower and budget from lower-priority hardware functions to the Siri AI architecture and cross-device smart experiences through layoffs, motivated by the need to accelerate AI implementation and align with the product focus under the new CEO. Specific actions include the cancellation of certain teams and role adjustments.
Similar cases can be seen with Meta's repeated downsizing of its metaverse team and Google's phased reduction of AR/VR investments; Apple is currently transitioning from the Vision Pro experiment to lighter AI wearables.
Essentially, this represents a technological substitution: high-cost closed headsets are being replaced by lighter devices and software with a focus on AI, with the mechanism being the release of resources through organizational streamlining, shifting the R&D focus from hardware immersion to smart assistants and cross-product experiences.
ABAB News · Cognitive Law
- The direction of layoffs often speaks more to strategy than the number of layoffs.
- The day the headset team shrinks, smart glasses begin to receive resources.
- Adjustments to the AI architecture will ultimately rewrite the organizational chart of software engineering.