2024-09-27
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ming-chi kuo of tianfeng international securities said that meta’s internal product roadmap shows that orion will be mass-produced as soon as 2027. before orion is officially mass-produced, meta may first launch a lower-spec version. orion is positioned to replace smartphones and tablets. its main selling point is the combination of ai technology and spatial computing.
on thursday, ming-chi kuo, a well-known analyst at tianfeng international securities, commented on the first sky-high-priced ar glasses released by meta company the previous day.
ming-chi kuo said that meta’s internal product roadmap shows that orion will be mass-produced as soon as 2027. however, it has not yet been decided which company will be responsible for production and pushing the product from design to mass production. in addition, there are still some technical challenges, so the actual mass production time may be later than expected.
ming-chi kuo predicts that before orion is officially mass-produced, meta may first launch a lower-spec version, such as using lcos (liquid crystal silicon) technology to replace more advanced micro led displays. meta's product strategy is to bring products to the market as early as possible, continuously test and collect market feedback, and improve the product quickly instead of waiting until the product is perfect before releasing it.
ming-chi kuo pointed out that orion is positioned to replace smartphones and tablets, and its main selling point is the combination of ai technology and spatial computing.
however, regarding orion’s positioning mentioned by ming-chi kuo as replacing smartphones and tablets, some netizens commented:
how can a device that causes so many headaches after just a short period of use replace our phones that we can always put down?
several netizens also mentioned that apple is also working on launching similar ar glasses:
on wednesday, at the annual annual event, meta's first ar glasses orion was unveiled. the production cost of each pair of glasses is about us$10,000 (about 70,000 yuan). it can be said to be an absolutely sky-high price and may also be the most expensive ar glasses in history. , only about 1,000 pairs are produced at this stage and are not officially sold to the public.
orion is a split design, designed with a waveguide solution, has a thick black frame, and weighs 98g. the ar glasses have multiple interaction methods such as hand tracking, eye tracking, and head tracking. wearing orion, users can browse web pages, watch short dramas, listen to music, take video calls, and even play some simple 3d games.