Meta Platforms(US:META) Jin Rong Jie·2025-09-08 00:22Group 1 - Meta has raised its overall smart glasses sales forecast due to strong sales in the first half of the year, increasing orders to core suppliers like Qualcomm by 20% in August, with expected total shipments of Qualcomm AR1 chips to exceed 12 million this year, significantly higher than the market estimate of around 5 million sales for Meta by 2025 [1] - Sales of Ray-Ban Meta smart glasses have more than doubled year-on-year, with potential total shipments reaching 4-5 million units in 2025 if the growth trend continues [1] - Meta is collaborating with Oakley to develop smart glasses, and it is highly likely that the overall sales of AI smart glasses will exceed 5 million units by 2025, with a possibility of reaching over 10 million units in 2026 if growth continues [1] Group 2 - Analyst Ming-Chi Kuo predicts that Meta's upcoming AI glasses, Hypernova, are expected to start mass production in Q3 2025, with an estimated shipment volume of 150,000 to 200,000 units over a two-year product lifecycle, with AI being the key selling point [2] - The integration of AI and AR applications is still in the early stages, and the high price of approximately $800 may lead to conservative estimates for Hypernova's shipment volume [2] - Other companies like Xiaomi, Rokid, and Xreal have launched AI/AR glasses, while major international firms such as Google, Samsung, Apple, and Amazon are also clarifying their hardware and software plans for AI/AR glasses, indicating a growing market potential [2]