Meta Platforms(US:META) Zhi Tong Cai Jing·2025-09-18 00:53Group 1: Meta's Smart Glasses Launch - Meta is set to launch its first consumer-grade smart glasses with a built-in display, potentially named "Celeste," priced at $800, which may deter some buyers [1] - The glasses will feature a small digital display on the right lens for notifications and will include functionalities like AI assistants, cameras, and live streaming to social media platforms [1] - The second generation of Ray-Ban smart glasses starts at $379, indicating a range of pricing for consumers [1] Group 2: Industry Growth and Market Potential - The AI glasses industry is expected to thrive, with strong growth reported for Ray-Ban Meta glasses, which saw over 200% growth in the first half of the year [2] - Xiaomi aims for a shipment target of 500,000 units for its AI glasses, supported by a rich product pipeline and expanding ecosystem [2] - Analysts predict that global shipments of smart glasses will reach 13-15 million units by 2026, driven by advancements in technology and increased consumer interest [1][2] Group 3: Related Companies and Developments - 康耐特光学 is positioned to benefit from the AI glasses industry upgrade, focusing on high-performance integrated solutions [3] - 蓝思科技 is set to exclusively supply three core components for the next generation of Ray-Ban AI glasses, which will include AR display features [3] - 舜宇光学科技 has developed a comprehensive XR visual solution for AI glasses, addressing industry demands for advanced functionalities [4] - 小米 recently launched its AI glasses, which serve as a personal smart device with features like first-person perspective recording and video calls [4] - 百度 introduced the "小度AI眼镜," claiming it to be the world's first native AI glasses equipped with a Chinese large model [4] - 阿里巴巴 announced its self-developed "夸克AI眼镜," designed as an all-weather assistant integrated with its ecosystem [5]