Meta's AR product strategy encompasses a variety of glasses and a revolutionary neural wristband, each designed to cater to different market demands and technological advancements.

Glasses:

1. First Category: Non-Display Glasses (Current Ray-Ban Meta Glasses)

   • Current State: Primarily sold in the US and Europe, with a new model planned for release this year, including a version tailored for the Asia-Pacific market. The original model had issues with fit for smaller noses, requiring additional nose pads.

   • Market Strategy: Plans to enter the Chinese market, although there are some uncertainties. Production volume this year is around 1.3 million units, expected to exceed 2 million units next year. 🌍📈

2. Second Category: Small Field of View (FOV) Glasses (20-30°)

   • Technology: Low-cost solution using glass+surface relief diffractive waveguide technology.

   • Market Strategy: Expected to enter mass production the year after next.

   • Target: Aimed at large-scale production markets.

   • Features: Focus on cost-effectiveness and reliable basic functionalities. 💡🔧

3. Third Category: Medium Field of View (FOV) Glasses (30-50°)

   • Technology: Uses array waveguide technology.

   • Market Strategy: Planned for mass production next year, under the Ray-Ban brand. 👓🔜

4. Fourth Category: Large Field of View (FOV) Glasses (50° and above)

   • Technology: High-cost solution using silicon carbide+surface relief waveguide technology.

   • Market Strategy: Aimed at showcasing cutting-edge technology and instilling industry confidence. Will be showcased this year, though production will be limited and not for sale, expected to generate significant attention. Mass production is anticipated to start in at least three years. 📅🚀

   • Target: To demonstrate top-tier technology and exceptional user experience. 🏆🔝

Neural Wristband:

• Overview: A groundbreaking device resembling a watch, primarily used for interaction. More powerful than traditional controllers, it's a significant innovation in Meta's wearable technology lineup. ⏱️🤖

• Technological Breakthrough: The XR industry’s breakthroughs are not just in display, but also in interaction. The hand+gesture, then eye interaction logic is widely recognized, but the path to optimal implementation varies. Apple uses machine vision to recognize gestures, which, although theoretically feasible, currently suffers from higher latency and lower performance compared to controller solutions, especially with rapid hand movements. The neural wristband offers the advantage of enabling bare-hand interaction while reducing the computational demands, power consumption, and size of the glasses. Compared to Apple, Meta's neural wristband is smaller, has lower latency than machine vision gesture recognition, transmits more information, and is also a wearable product like the glasses. Therefore, once users adopt it, they will become dependent on it. 👍✨

Goertek and Meta Collaboration

The collaboration between Goertek and Meta not only showcases their leading positions in AR technology but also sets a new trend for the entire industry. Meta will further promote the adoption and application of AR glasses technology, providing users with richer display, interaction, and product experiences. 🔗💼