Meta Platforms(US:META) Huan Qiu Wang·2025-06-04 02:04Core Insights - Meta is shifting its virtual reality hardware strategy, canceling the planned "Pismo Low" and "Pismo High" headsets, which were intended as upgrades to Quest 4, and delaying the next generation of traditional Quest headsets until 2027 [1][3] - The new focus is on the "Puffin" ultra-lightweight open headset, which is prioritized for development and is expected to be officially released by the end of 2026 [1][3] Summary by Categories - Product Development - Meta originally planned to launch an iteration of Quest 4 in 2026, with two alternatives: "Pismo Low" (entry-level) and "Pismo High" (high-end), but these projects have been canceled due to long development cycles, high costs, and a slowdown in demand for traditional headsets [3] - The "Puffin" headset will feature a split architecture, connecting the main unit to an independent computing module and battery pack, eliminating the bulkiness of traditional VR headsets [3] - Meta is exploring various display system options for "Puffin," including both high-end and entry-level versions, with a target for mass production set for Q4 2026 [3] - Company Strategy - Meta's spokesperson stated that the company is committed to long-term VR technology innovation and is continuously exploring different product forms, with specific project details to be announced at an appropriate time [3] - The team working on the "Puffin" project has been expanded by 30%, and the supply chain is expected to complete verification of key components by Q2 2026 [3]