X @郭明錤 (Ming-Chi Kuo)

Here are the key points regarding Meta's AI glasses, Hypernova:1. This device is expected to enter mass production in 3Q25 with a two-year product life cycle. Shipments over the next two years are projected to be around 150,000 to 200,000 units. Based on Qualcomm's chip shipment forecasts, global smart glasses shipments are projected to reach 13–15 million units in 2026. This indicates Hypernova's market share will be negligible, positioning it more as an experimental product for Meta.2. AI will be Hypernov ...