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Celeste(Meta新智能眼镜)
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扎克伯格豪赌AI眼镜主导“后智能时代” 即将携800美元的“Celeste”亮相Connect
Zhi Tong Cai Jing· 2025-09-17 02:49
Core Insights - Meta is set to unveil a new AI smart glasses with an integrated display at the upcoming Connect conference, priced at $800, marking its first consumer-level AR+AI smart glasses [1][4] - CEO Mark Zuckerberg is focusing on "edge AI" as a future alternative to smartphones, aiming to integrate advanced AI models with wearable devices to challenge Apple's dominance in consumer electronics [1][5] - The new smart glasses, internally codenamed "Hypernova" and expected to be branded as "Celeste," will feature a small digital display for basic AI functions like emergency notifications and high-quality translations [1][2] Product Details - The new smart glasses are anticipated to be heavier and less consumer-friendly compared to previous models, which may limit initial sales [2] - Meta plans to release its first smart wristband that allows users to control the new smart glasses through gestures, alongside an updated Ray-Ban series with enhanced camera and battery features [2][3] Market Context - The introduction of the smart glasses is seen as a significant step towards a new era of AR+AI technology, especially as smartphone demand slows down [4] - Counterpoint forecasts a 60% year-over-year growth in the global smart glasses market by 2025, driven by the popularity of Ray-Ban Meta smart glasses and the entry of new brands [8][11] - The demand for AI smart glasses surged, with a 110% year-over-year increase in shipments in the first half of 2025, indicating a strong market presence for AI-enabled devices [11]