X @郭明錤 (Ming-Chi Kuo)

Market Forecast & Product Positioning - Meta's AI glasses, Hypernova, are expected to enter mass production in 3Q25 with a two-year product life cycle [1] - Projected shipments for Hypernova over the next two years are around 150,000 to 200,000 units [1] - Global smart glasses shipments are projected to reach 13 million to 15 million units in 2026, indicating Hypernova's market share will be negligible [1] - Hypernova is positioned more as an experimental product for Meta [1] Technology & Challenges - AI will be Hypernova's most important selling point, but the integration of AI with AR applications is still in its nascent stages [2] - The price point of around $800 is likely a primary reason for Meta's conservative shipment forecast [2] - The decision to use LCoS technology presents hardware design challenges related to form factor, brightness, response time, and battery life [2] Strategic Objectives - Meta's strategic objectives for releasing Hypernova are to launch ahead of Apple to build its brand image [3] - Meta aims to gain early experience in developing the ecosystem [3] - Meta seeks to understand user behavior [3]