Group 1: Meta's AR Glasses Launch - Meta is expected to launch its first AR glasses, Celeste, at the Meta Connect 2025 event on September 17, with pre-orders starting in October [1] - The price of the glasses has been adjusted to start at $800, down from an initial estimate of over $1000, to stimulate demand [1] - The glasses will feature waveguide technology licensed from Lumus and will be manufactured by Goertek, with a micro-display provided by OmniVision, featuring a resolution of 648×648 [1] Group 2: Market Trends and Competitors - In Q2 2025, AI glasses shipments are projected to reach approximately 550,000 units, a 262% year-on-year increase, with Rayban Meta leading at 720,000 units [2] - Domestic brands are rapidly launching AI glasses, with Xiaomi's model featuring dual-chip design and improved battery life compared to Rayban Meta [3] - Various brands are innovating in display, SoC, acoustics, and battery life while referencing Meta's hardware design [3] Group 3: Future Outlook - The global AI/AR glasses market is expected to reach 35 million units by 2028, with a compound annual growth rate (CAGR) of approximately 119% from 2024 to 2028 [5] - Major tech companies are anticipated to release their own glasses, enhancing the hardware supply chain and software ecosystem [5] Group 4: Historical Performance and Collaborations - Oakley and Meta have officially partnered to develop smart glasses, with the collaboration's results expected to be announced on June 20, 2025 [6] - The smart glasses concept sector has seen a positive market response, with stocks of related companies experiencing significant gains [6] Group 5: Component Breakdown - The Bill of Materials (BOM) for Ray Ban Meta smart glasses includes components from various suppliers, with a total cost of approximately $38 [9] - Key components include lenses from Ray-Ban, microphones from Goertek, and a processor from Qualcomm [9]