Meta Platforms(US:META) Jing Ji Guan Cha Wang·2025-09-18 08:49Core Insights - Meta has launched its first AI glasses, Meta Ray-Ban Display, featuring a camera, audio capabilities, and a semi-transparent display for text chat, AI prompts, and video calls [1] - The glasses are priced at $799 and will be available in select U.S. stores starting September 30, with plans for international release in early 2026 [1] - The global AI smart glasses market is projected to reach 5.7 million units by 2025, with Meta expected to capture over 65% market share [1] - The smart glasses component market is forecasted to grow from under $1 billion in 2024 to over $14 billion by 2030, with over 80% of suppliers based in China [1][4] Product Features - The Meta Ray-Ban Display includes a 600x600 pixel display with a 20-degree field of view and a refresh rate of 90Hz [2] - It is powered by the Qualcomm Snapdragon AR1 Gen 1 chip and features a touchpad on the temple for interaction, along with a built-in Meta AI for voice control [2] - The glasses support real-time video calls and automatic transcription and translation of conversations [2] Market Context - The launch of Meta's smart glasses is seen as a significant innovation, reminiscent of the introduction of the Apple Watch as a smartphone alternative [2][3] - The global smart glasses market is expected to see a shipment of 2.555 million units by Q2 2025, with a year-on-year growth of 54.9% [4] - The audio and audio-capturing glasses market is projected to grow by 256.8%, while the AR/VR market is experiencing a decline of 21.6% [4] Investor Sentiment - Despite technical issues during the product demonstration, Meta's stock rose by 0.5% post-event, indicating positive investor sentiment [3]