Virtuix Holdings Inc (NASDAQ:VTIX) CEO Jan Goetgeluk talked with Proactive about the company’s new collaboration with Meta through the Made for Meta program, a move that makes the Omni One fully compatible with Meta Quest headsets and games. Goetgeluk explained that the Made for Meta program is a certified partnership initiative that authorizes select manufacturers to integrate products directly with the Meta Quest ecosystem. For the first time, those existing Meta Quest users can purchase Omni One and use ...

Company Overview - Qualcomm Technologies Inc. and Sanmina Corporation are significant players in the semiconductor and electronics supply chain, with Qualcomm focusing on high-performance chip designs and Sanmina on electronics manufacturing services [1][2] - Qualcomm's product offerings include Snapdragon systems-on-chip, FastConnect Wi-Fi and Bluetooth systems, and a comprehensive intellectual property portfolio covering 4G, 5G, and IoT technologies [1] - Sanmina specializes in engineering and fabricating complex components, providing end-to-end supply chain solutions to Original Equipment Manufacturers across various markets [2] Qualcomm's Competitive Position - Qualcomm is investing in a licensing program for mobile, leveraging multi-core CPUs and Snapdragon mobile platforms to enhance performance and power efficiency [3] - The acquisition of Alphawave Semi allows Qualcomm to expand into high-growth applications such as data centers and AI [3] - Qualcomm is transitioning from a wireless communications firm to a connected processor company, gaining traction in EDGE networking and vehicle-to-everything (V2X) communication systems [4] Challenges Facing Qualcomm - Qualcomm faces intense competition from Intel in the AI PC market, which has impacted its near-term opportunities [5] - Supply constraints due to memory suppliers prioritizing AI data center demand are adversely affecting Qualcomm's handset revenues [5] - The company's operations in China are likely to be impacted by U.S.-China trade tensions, further complicating its revenue outlook [5] Sanmina's Competitive Position - Sanmina is focusing on 42Q connected manufacturing, integrating data from global factories to enhance visibility and decision-making [6] - The company has implemented 42Q connected manufacturing in over 70 factories across 15 countries, connecting more than 35,000 manufacturing equipment pieces [6] - Sanmina's end-to-end solutions streamline processes and lower costs, allowing for greater economies of scale [9] Financial Performance and Estimates - Sanmina is projected to see fiscal 2026 sales increase by 67.9% and EPS by 66.6%, with estimates rising 4.4% in the last 60 days [7][12] - In contrast, Qualcomm's fiscal 2026 sales are expected to decline by 0.2%, with EPS decreasing by 6.5% [11][12] - Qualcomm's stock has decreased by 18.6% year-over-year, while Sanmina has surged by 62.1% over the same period [14] Valuation Comparison - Qualcomm's shares trade at a price/sales ratio of 3.44, significantly higher than Sanmina's 0.55, indicating that Qualcomm appears more expensive from a valuation standpoint [16] - Sanmina's stronger growth estimates and cheaper valuation position it as a more attractive investment option compared to Qualcomm [19] Investment Outlook - Sanmina holds a Zacks Rank of 1 (Strong Buy), while Qualcomm has a Zacks Rank of 5 (Strong Sell), suggesting a more favorable investment outlook for Sanmina [18][19]

Core Insights - Goertek showcased its innovations at CES 2026, introducing the "XR New Year Package" which includes advanced AR and MR technologies, highlighting the company's role in the XR ecosystem and China's smart manufacturing capabilities [1][28] Group 1: Flagship Innovation - The "Rubis" binocular full-color AR glasses feature a Tri-Chip architecture and EMG interaction, addressing the challenges of display quality, computational efficiency, and user interaction [2][4] - "Rubis" incorporates a proprietary full-color etched waveguide display module, enhancing adaptability and minimizing obstruction of the user's field of view [3] - The glasses utilize a heterogeneous architecture that optimizes data processing and enables an "Always-On AI" experience with low power consumption [4] Group 2: Lightweight AI Glasses - The "Spinel" AI glasses reference design weighs only 35g, combining a fashionable design with high-definition imaging capabilities for all-day wear [8] - It supports 4K photo capture and 1080p video recording, enhanced with EIS and HDR, making it suitable for everyday documentation and high-quality video output [9] - The device features proactive AI visual perception, allowing it to anticipate user needs through continuous low-power environmental capture [10] Group 3: Modular Accessory Solution - The "Rox Vision" AI Smart Glasses Accessory offers a modular approach, allowing traditional eyewear users to add AI capabilities without compromising their existing glasses [11][12] - It maintains comfort and functionality with a weight under 15g, integrating high-resolution imaging and audio interaction [14][15] Group 4: MR Headset Innovation - Goertek's Ultra-Lightweight MR Reference Design reduces headset weight to approximately 100g, significantly enhancing user comfort for extended use [17] - The design features a 4K Micro-OLED display and advanced interactive solutions, supporting media consumption and casual gaming [18] Group 5: Optical Solutions - Goeroptics introduced the "F15Pi" full-color polymer optical module, achieving over 92% transmittance and eliminating optical artifacts, making it suitable for lightweight AR eyewear [20] - The company also showcased advancements in Electrically Tunable Liquid Crystal Lens technology, addressing vergence-accommodation conflict and improving user comfort [25][26][27] Group 6: Industry Outlook - Goertek's diverse technical approaches indicate a maturing XR ecosystem, with the potential for broader commercialization as the market responds to various implementations [29]

Core Insights - Wearable Devices Ltd. is set to release the Mudra Link Android app, which will extend its neural gesture control technology to Android users, providing full feature support similar to that available on macOS and Windows [1][2] Product Features - The new Mudra Link Android app will allow users to access the complete Mudra experience without needing a macOS or Windows PC for initial setup, thus streamlining the onboarding process [2][4] - Key capabilities of the app include gesture customization, command mapping, and a guided setup experience, enhancing user interaction across mobile, desktop, and XR workflows [3][9] Market Positioning - Android is the dominant mobile operating system globally, and by launching the Android app, Wearable Devices aims to expand its market reach and reduce user friction in accessing neural gesture control technology [3][4] - The app's release is strategically timed to align with the growing adoption of Android in smart glasses platforms, closing a critical gap in the market [4] Demonstration and Availability - The Mudra Link Android app will be demonstrated at CES 2026, showcasing its capabilities to potential users and partners [5] - The app is scheduled for release in January 2026, with opportunities for users to join a waitlist for early access [6] Company Overview - Wearable Devices Ltd. specializes in AI-powered touchless technology for human-computer interaction, with products like the Mudra Band and Mudra Link defining the neural input category [7][8] - The company operates through a dual-channel model, focusing on both direct-to-consumer sales and enterprise collaborations, positioning itself as a leader in the XR ecosystem [8]

Core Insights - Google is set to launch its first AI glasses in 2026, aiming to create less obtrusive smart wearables compared to bulky headsets [1] - The company is collaborating with Gentle Monster and Warby Parker to develop consumer wearables based on Android XR, enhancing the integration of AI and XR into daily life [1][2] Product Development - Google is developing multiple types of AI-powered glasses, including a model for screen-free assistance with built-in speakers, microphones, and cameras, and another with an in-lens display for navigation and closed captioning [2] - A preview of wired XR glasses called Project Aura was shared, which offers an in-lens display and functions as an extended workplace or entertainment device [3] Competitive Landscape - Google is entering the smart glasses market, joining Apple and Snap in challenging Meta, which currently leads in this space [4] - Meta's success with smart glasses is partly due to its partnership with Ray-Ban, and Google is following a similar strategy with Warby Parker, committing $75 million to support product development [5]

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Core Insights - The Xreal One Pro is a high-performance augmented reality (AR) glasses priced at $599, featuring the X1 spatial computing chip, which enhances usability without the need for additional software [6][9][11] - The glasses provide a wide field of view (FOV) of 57 degrees, the largest available in consumer AR devices, making them suitable for media consumption and productivity tasks [5][19] - The audio experience is developed in partnership with Bose, offering quality sound without disturbing nearby individuals, making them ideal for travel [7][8] Product Features - The Xreal One Pro utilizes flat prism optics for an impressive visual experience, although the design adds some bulk [5] - It supports ultra-wide screen functionality and can connect to devices via USB-C, allowing for a multitasking experience comparable to using multiple monitors [4][10] - The glasses are equipped with adjustable nose pads and three-point adjustable temple angles for comfort during extended use [18] Comparison with Other Models - Compared to the Xreal One, the Xreal One Pro has a better display with a 57-degree FOV, higher brightness at 700 nits, and includes 6DoF support with the Xreal Eye accessory [19] - The price difference between the Xreal One Pro ($649) and the Xreal One ($499) reflects the enhanced features and capabilities of the Pro model [19] User Experience - The glasses simplify control with intuitive button functions for adjusting display settings and modes, enhancing the overall user experience [12][13] - The Xreal Eye accessory adds functionality for capturing AR content and supports gesture recognition, with ongoing updates planned for improved features [16][17]

Core Insights - The emergence of XR cinema in Xi'an, China, represents a significant evolution in immersive storytelling, moving from experimental showcases to mainstream acceptance [1][3] - The "Boundaryless Cinema System" developed by Xi'an Film Studio redefines immersive viewing, allowing for a more interactive experience [4][6] - The lightweight custom headset enhances comfort and usability, addressing long-standing issues with traditional VR hardware [5] Technology and Innovation - The Boundaryless Cinema System operates on the concept of "one seat, one cinema," providing a unique immersive environment [4] - The specialized VR "sitting-view" chair maintains narrative coherence while allowing viewers to explore scenes actively [4][6] - The headset's dual-eye 8K displays and lightweight design cater to audiences of all ages, improving the overall viewing experience [5] Market Implications - This innovation signifies a paradigm shift in cinema, breaking traditional spatial and physical barriers, and paving the way for large-scale commercial distribution of XR content [6][7] - Future audiences may experience historical narratives in a deeply immersive manner, enhancing cultural engagement through technology [7]

Core Insights - Gene Munster's review indicates that while Meta Platforms, Inc.'s new Display smart glasses have impressive technology, they lack practical utility for mainstream consumers [1][2][5] Product Evaluation - The hardware of the Meta Display initially impressed the reviewers, but they found limited functionality, stating there was "not much to do" with the product [2] - The glasses excel at displaying notifications but do not offer significant advantages over existing devices like smartphones or smartwatches [2] - Voice dictation was described as "buggy" and slower than using a phone, and photo quality was inferior to smartphone cameras [3] - The AI capabilities for object identification were criticized for being vague and inaccurate, falling behind competitors like OpenAI's ChatGPT and Google's Gemini [4] Investment Perspective - Despite the current limitations, Munster believes that Meta's $18 billion annual investment in Reality Labs is a strategic long-term decision, focusing on consumer wearables rather than enterprise headsets [5] - He predicts that mainstream adoption of such technology is still years away [5] Competitive Landscape - Meta recently launched two new smart glasses, the $499 Oakley Meta Vanguard and the $799 Ray-Ban Display, which are positioned against Apple's upcoming XR products, including smart glasses expected in 2027 [6] - Analyst Ming-Chi Kuo suggested that Apple could eventually surpass Meta's smart glasses lineup despite entering the market later [7]

Core Insights - Samsung has launched its Galaxy XR headset, priced at $1,800, to compete with Apple's Vision Pro, which is nearly double the price [1] - The Galaxy XR operates on Google's Android XR OS and Qualcomm's Snapdragon XR2+ Gen 2 platform, offering up to two hours of general use and two and a half hours of video playback [1] Specifications - The headset features a micro OLED display with 27 million pixels, surpassing the Vision Pro by six million pixels, and has a resolution of 3,552 x 3,840 [2] - It has a refresh rate of 90Hz, compared to the Vision Pro's 120Hz, and includes multiple cameras for tracking and pass-through capabilities [2] Design and User Experience - Samsung emphasizes the lightweight design of the Galaxy XR, weighing 545g, which is significantly lighter than the Vision Pro's weight of 750g-800g [2] - The ergonomic design aims to distribute pressure evenly, minimizing discomfort during use [4] Features and Applications - The headset supports various applications optimized for XR, including Google Maps, YouTube, and Google Photos, allowing users to interact with their environment in immersive ways [4][5] - Users can multitask with multiple apps open simultaneously and stream content on a 4K Micro-OLED screen, with support from major streaming services [9] Promotional Offers - Customers purchasing the Galaxy XR by the end of the year will receive an Explorer Pack, which includes 12 months of Google AI Pro, YouTube Premium, and other subscriptions [10]