Group 1 - Meta has officially canceled the upgrade projects for its VR product Quest 4 and is shifting focus to the development of a lightweight open headset called "Puffin," aiming for a 2026 release [1][2] - The "Puffin" headset will weigh less than 110 grams and feature a split architecture, with core hardware externalized to a pocket-sized device, significantly reducing head burden [2][4] - Meta's Reality Labs division has seen a decline in revenue, with the initial success of Quest 3S not sustaining in subsequent sales, while Ray-Ban Meta smart glasses remain a highlight [2][7] Group 2 - Apple's first smart glasses are expected to feature a custom processor based on the Apple Watch chip, focusing on energy efficiency and multi-camera visual recognition capabilities [3][4] - Both Meta and Apple view their upcoming smart glasses as "transitional products," aiming to capture user attention through lightweight design and AI functionalities, paving the way for future AR glasses [4][5] - The competition between Meta and Apple is not only about hardware technology but also about ecosystem advantages, with Meta leveraging its social user base and AI advertising, while Apple relies on its existing device ecosystem [7]

Meta被曝聚焦开发"超轻薄开放式头显" 智通财经6月4日电，Meta被曝调整开发计划：拟砍掉在售VR产品的升级项目，加速在明年底前推出一 款"超轻薄开放式头显"。据海外科技媒体援引多位知情人士爆料称，此前作为VR眼镜Quest 4升级的两 个备选方案"Pismo Low"和"Pismo High"已经被取消，所以Meta下一款采用传统设计的Quest头显至少要 到2027年才会上市。去年底，Meta也曾确认高端VR头显Quest Pro 2的一个备选项目被砍掉。与此同 时，Meta正在加速推进代号为"Puffin"的超轻薄开放式头显研发项目，目标是在2026年底前发布。形态 上这款设备将通过线缆连接独立计算模块和电池。知情人士称，Meta正在为这款产品探索不同价位的 显示系统方案，目前尚未确定最终量产版本。 ...