Sony makes the OLED panels that Apple uses for Vision Pro. However, Sony reportedly has a production capacity of only 900,000 units per year. Apple needs two displays per VR/AR headset, which would severely limit the number of headsets. To increase the number of headsets, and possibly deliver a cheaper version later, Apple will need more suppliers or Sony will have to increase production. Sony is said to have turned down such a request. Apple has apparently already revised its sales target sharply downwards.