Meta Platforms(US:META) Huan Qiu Wang·2025-12-07 03:45Core Viewpoint - Meta's development of the "Phoenix" mixed reality glasses has been delayed from the second half of 2026 to the first half of 2027, raising concerns about its metaverse strategy following reports of a potential 30% budget cut for the metaverse initiative [1][3]. Group 1: Product Development - The "Phoenix" glasses are positioned uniquely in the market, designed to compete with Apple's Vision Pro, featuring a similar split design and an external puck power source to enhance comfort and performance [3]. - The delay in the product's release is attributed to Meta's increased focus on product quality and business sustainability, as indicated by CEO Mark Zuckerberg's directive to take more time to refine the product for a higher quality experience [3]. Group 2: Strategic Shift - Meta's metaverse business leaders expressed that the postponement will allow for more breathing room to perfect product details, signaling a shift from a "rapid iteration" approach to a more meticulous and detailed development strategy [3].