苹果对 VisionPro 的收缩，还在继续。8 月 20 日，AppleInsider 爆料称，苹果刚刚裁掉了整支专门做 VR 开发的团队，至少 60 名员工受影响，涉及 Apple Vision Group 及类似岗位。    PANAMA CITY -- Protesters blocked streets across Panama on Monday, demanding the government rescind a contract to continue copper mining in a biodiverse region.Teaching and construction unions led calls against the contract with environmentalists, saying continued development threatens forested land and crucial groundwater just 75 miles (120 kilometers) west of the capital, in the state of Colon.Across Panama City, peaceful protesters handed out fliers, but in some areas on the outskirts of the capital police met protesters with tear gas. In anticipation of the largest marches since a cost of living crisis last July, both the Department of Education and the University of Panama cancelled classes. The government used social media to highlight the “enormous contribution” the mine — Panama's largest private investment ever — makes to the country's economy.In March, Panama's legislature reached an agreement with Canadian mining company First Quantum, allowing its local subsidiary, Minera Panama, to continue operating a huge open-pit copper mine in central Panama for at least 20 more years. The mine was temporarily closed last year when talks between the government and First Quantum broke down over payments the government wanted to receive.Protests began after President Laurentino Cortizo signed off on that contract on Friday after it was approved by the congress.The president acted surreptitiously, according to Fernando Abrego, leader of Panama's Association of Teachers union. “The government decided this confrontation by quickly and expeditiously approving a contract they know is rejected by the people,” he said.Teachers were joined by construction workers, who are one of country's most powerful labor groups. “The people are in the streets in defense of sovereignty," said union leader Saúl Méndez, "in the face of a contract that cedes self-determination by devastating the environment to steal resources.”It is unclear how persuasive these arguments will prove against the economic boon of a single mining site that already brings in 3% of the nation’s gross domestic product. Minera Panama says the mine will employ thousands of Panamanians and that its shipments make 80% of the country's total exports.The new contract, initially slowed by labor disagreements, secures Panama at least $375 million a year from Minera Panama, over 10 times more than the previous deal. It represents one of the largest national mining contracts in a region where other countries like Costa Rica regulate the sector more stringently and El Salvador which banned metal mining in 2017. For teachers, however, Abrego said concession was not an option, and that the teachers' union would hold an assembly to plan their next actions. “We will remain in the streets,” he said.。这不是苹果第一次被曝出「放弃 Vision」了。过去一年多里，围绕这支团队的消息一直是坏消息：负责人被调走、部门被拆散、产品被「搁置」。如果说前面这些还只是信号，这一次裁员，才是把苹果的真实战略摆上了台面：苹果已经不想再赌「头显」这条路了。

VisionPro 还在，团队没了苹果官方对裁员的消息既没有确认，也没有回应。时间回到 2024 年上市时，VisionPro 是苹果近年来投入规模最大的全新品类之一。为了开发这款产品，苹果曾经建立了独立的 Vision Products Group（VPG）。它同时负责 Vision 的硬件和软件，组织形态与 iPhone、Mac 等成熟产品线有所区别。而就在一年多前，彭博社的马克·古尔曼就报道过：苹果已经拆散了曾经的 VPG。这个团队本来是苹果空间计算业务的核心，把 Vision 的硬件和软件攥在一个组织里；拆散之后，人员被分流到苹果更大的硬件工程和软件工程部门。原负责人 Mike Rockwell 被调去负责 Siri 的整改，从硬件部门掌门人变成 AI 助手项目负责人。换句话说，早在这次裁员之前，「苹果 Vision 团队」作为独立建制就已不存在。这一次至少 60 人被裁，意味着这种调整还在进一步深入。根据 AppleInsider 的说法，被裁人员包括一整支负责 VR 开发的团队。

二 | 如果消息准确，苹果砍的是 VR 方向的研发力量，不只是管理岗和重复岗。这与苹果最近一年的产品路线变化基本一致。去年 10 月，苹果还给 VisionPro 做过一次硬件更新，将芯片升级到 M5，渲染像素数量提升约 10%，最高刷新率达到 120Hz。但产品基本形态没有发生变化，价格仍然高达 3499 美元。此后受存储器成本上涨影响，今年 6 月美国售价又进一步上涨至 3699 美元。

三 | 与此同时，原本被认为能够扩大 Vision 产品受众的低价版本，前景却越来越不明确。今年 7 月还有消息称，三星显示已经停止开发一项与廉价版 VisionPro 相关的显示组件。一边是现有 VisionPro 小幅更新、继续维持高价，另一边是低价产品推进受阻、研发团队继续缩编。

四 | 苹果没有宣布放弃 VisionPro，但资源投入上，传统 VR 头显已经不再是优先方向。

五 |

头显退场，眼镜接棒苹果对「空间计算」没有失去兴趣。

六 | 两个月前，苹果 visionOS 产品营销高级总监 Steve Sinclair 在被问到 VisionPro 是否已经「被冷冻」时，还公开否认了这种说法。他的表态是，空间计算目前仍处于早期阶段，苹果还在继续学习和投入。visionOS 27 的更新，以及 VisionPro 在消费、企业和医疗等场景中的应用，都是苹果继续投资这个平台的证明。更准确地说，苹果调整的是用什么设备承载空间计算。AppleInsider 的报道点得很直白：苹果的优先级正在转移，资源越来越多地流向 AI 智能眼镜。

图｜Gizmodo根据此前的爆料，苹果的第一代 AI 眼镜预计在 WWDC 2027 上亮相，同年晚些时候发售。它依赖摄像头、Siri 和 Visual Intelligence，注意，不搭载 AR 显示屏。也就是说，这跟 Meta 的雷朋智能眼镜是同一个路线：轻量、日常、挂在脸上，而不是盖住你的眼睛。这也解释了为什么苹果可以一边继续维护 visionOS，一边缩减 VR 团队。VisionPro 过去几年积累的摄像头、空间感知、计算机视觉、人机交互等技术，是苹果压上真金白银换来的资产。其中相当一部分能力都可以迁移到智能眼镜、带摄像头的 AirPods，以及其他 AI 穿戴设备上。

七 |

图｜AppleVision Pro 就像一个技术孵化器：空间计算在它身上被跑通、被验证，成熟的那部分交给眼镜去量产、去普及。苹果反复挂在嘴边的空间计算，不等于「那一台头显」，是一整套交互体系。苹果汽车项目结束后的处理方式也类似：项目可以收缩消失，但人才、技术和研发成果会重新进入其他产品线。这轮裁员的重点，不在人数，更在于它指向的方向。从 VPG 被拆分、Mike Rockwell 转去负责 Siri，到低价版 VisionPro 相关项目遇阻，再到 VR 团队进一步缩编，路线已经越来越清楚：苹果的下一台「Vision」设备，可能不是一台 VR 头显，而是一副能每天戴出门的 AI 眼镜。作者｜方俊鸣编辑｜肖钦鹏