郭明錤预计，在Orion正式量产之前，Meta可能会先推出规格较低的版本，例如使用LCoS（液晶硅）技术来替代更先进的Micro LED显示屏。Meta的产品策略是尽早将产品推向市场，不断测试与收集市场反应，以此快速改善产品，而不会等到产品完美后才发布。Christopher Kuo from TF International Securities stated that Meta's internal product roadmap indicates that Orion could enter mass production as early as 2027. Before Orion is officially mass-produced, Meta may introduce a lower-spec version. Orion is positioned to replace smart phones and tablets, with its main selling points being the integration of AI technology and spatial computing.
On Thursday, well-known analyst Ming-Chi Kuo from TF International Securities commented on$Meta Platforms (META.US)$the company's recent release of its first high-priced AR glasses.
Guo Mingqi stated that Meta's internal product roadmap indicates that Orion may start mass production as early as 2027. However, it has not yet been decided which company will be responsible for production and transitioning the product from design to production. In addition, there are still some technical challenges, so the actual mass production time may be later than expected.
Guo Mingqi predicts that before the formal mass production of Orion, Meta may first launch a lower-specification version, such as using LCoS (Liquid Crystal on Silicon) technology instead of the more advanced Micro LED display. Meta's product strategy is to bring the product to the market as early as possible, continuously test and collect market feedback to quickly improve the product, rather than waiting for the product to be perfect before release.
Guo Mingqi pointed out that Orion is positioned to replace smart phones and tablets, with its main selling points being the combination of AI technology and spatial computing.
However, regarding Guo Mingqi's mention of Orion's position to replace smart phones and tablets, some netizens interacted:
A device that causes a lot of headaches after short-term use, how could it possibly replace our phones that we can put down at any time?
Several netizens have also mentioned that Apple is also working on launching similar AR glasses.
On Wednesday, at the annual grand event, Meta's first AR glasses Orion made their debut, with a production cost of approximately 0.01 million USD (around 0.07 million RMB) per pair of glasses, making them absolutely astronomically priced, possibly the most expensive AR glasses in history. At the current stage, only about 1000 pairs are being produced, and they are not officially available for sale to the public.
Orion is designed in a modular form, using waveguide technology design, with a thick black frame, weighing 98g. These AR glasses have various interactive features such as hand tracking, eye tracking, and head tracking. Users wearing Orion can browse the web, watch short videos, listen to music, make video calls, and even play some simple 3D games.
Editor/ping