Core Insights - Amazon is developing a consumer-oriented augmented reality (AR) glasses, codenamed Jayhawk, to directly compete with Meta in the AR device market [3][4] - The AR glasses will feature a microphone, speakers, camera, and a single-eye full-color display, with plans for a launch by the end of 2026 or early 2027 [3][4] - The competition in the AR market is intensifying, with both Amazon and Meta positioning themselves for a significant market shift [3] Product Development - Amazon is simultaneously developing two different AR glasses: the consumer version (Jayhawk) and a version for delivery drivers (codenamed Amelia) [4][5] - The consumer version will focus on a lightweight and stylish design, while the driver version will assist in sorting and delivering packages by displaying delivery instructions on the screen [5] - The driver version is expected to be produced in an initial batch of approximately 100,000 units, with a potential release in the second quarter of 2026 [5] Competitive Landscape - Meta is also actively engaged in the AR glasses market, with plans to showcase a new product, codenamed Hypernova, at the upcoming Connect conference [6] - Meta's previous AR prototype, Orion, featured dual-eye display technology, while the new product is expected to adopt a single-eye display design [6] - The pricing strategy for Meta's AR glasses is under discussion, with estimates around $800, compared to the current Ray-Ban smart glasses starting at $299 [7] Technology Considerations - Dual-eye displays offer a more natural AR experience but come with higher development costs and complexity compared to single-eye displays [8] - Other companies, including Chinese firms like Xreal, Rokid, and Thunder Innovation, are also competing in the AR glasses market, each with varying levels of technology maturity [8] Market Trends - In the U.S. market, Snap is also developing AR glasses, and Google has showcased a prototype AR glasses this year [9]