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Meta“看见”AI
Bei Jing Shang Bao·2025-09-18 15:10

Core Insights - Meta has launched its new consumer-grade AI glasses, Meta Ray-Ban Display, which features a display screen for various functionalities like messaging and video calls, marking a step towards reducing smartphone dependency [1][3][4] - The glasses are priced starting at $799 and will be available from September 30, 2023, representing a significant product in Meta's AR/VR lineup [3][4] - The launch is expected to trigger a new wave of AR and AI products from competitors like Google and Apple, indicating a potential market shift [1][6] 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, powered by the Qualcomm Snapdragon AR1 Gen 1 chip [3][4] - It supports real-time video calls, automatic transcription, and translation of conversations, enhancing user interaction [4][5] - The glasses can also function as a "what you see is what you get" camera, allowing users to preview and share content easily [4][5] Market Context - Meta's smart glasses are part of a broader strategy to create a full range of AR/VR products, including Camera AI glasses and Augmented Reality glasses [5][6] - The global smart glasses market is projected to see significant growth, with a 54.9% year-over-year increase expected by Q2 2025, although the AR/VR segment is experiencing a decline [6][7] - Despite positive feedback from industry experts, the overall market for smart glasses remains niche, with Meta's shipment expectations being conservative [7][8] Competitive Landscape - Major players like Google and Apple are anticipated to release similar products, intensifying competition in the AR space [1][6] - Analysts suggest that current barriers to widespread adoption include user experience issues and the lack of indispensable use cases for smart glasses [8] - Meta's CEO emphasized the importance of creating high-quality eyewear as a foundation for integrating AI into everyday life [6][8]