We're so excited about our glasses coming next year. This has been uh an investment over 11 years at Snap. In fact, before Snapchat had a chat feature, we were building glasses because we've seen this huge opportunity to help people, you know, look up and experience the world and technology at the same time.I think people feel very torn today. They're spending seven hours a day looking down at screens. And there's such an opportunity to help people integrate technology into their lives rather than forcing t ...

Core Viewpoint - Apple, Inc. has filed a lawsuit against former senior design engineer Di Liu for allegedly stealing confidential information before joining competitor Snap Inc. [1][2] Group 1: Legal Allegations - Apple claims that Liu downloaded thousands of sensitive files and stored them in personal cloud accounts during his final days at the company [1][3] - Liu reportedly did not disclose his new employment with Snap, a competitor in the smart glasses market, when he resigned [2] - During a standard two-week transition period, Liu allegedly accessed and copied proprietary files using his company credentials [3] Group 2: Potential Impact on Competitors - Apple suggested that the information Liu took could benefit Snap's augmented reality products, although no legal action was taken against Snap itself [4] - Snap has stated that they found no evidence linking Liu's alleged actions to his work at their company [4] Group 3: Industry Context - Snap announced plans to launch Specs, a pair of lightweight AR glasses, in 2026, which may be influenced by the information Liu allegedly took [4] - Specs are described as an ultra-powerful wearable computer integrated into a lightweight glasses frame, featuring see-through lenses [5] - Meta is also preparing to launch a new version of its smart glasses, priced between $1,000 and $1,400, intensifying competition in the market [5]

Acquisition Details - Snap, Inc. has confirmed the acquisition of Saturn, a calendar app aimed at helping students organize and share their school schedules [1] - The terms of the acquisition were not disclosed, and Saturn will continue to operate as an independent app [1] - Nearly all of Saturn's team, consisting of just under 30 full-time employees, will join Snap as part of the deal [2] Future Plans - Snap has not provided specific details on future plans for Saturn, but intends to integrate Saturn's calendar features into Snapchat in innovative ways [2] Saturn's Features and Popularity - Launched in 2018, Saturn allows high school and college students to connect with classmates and view each other's class schedules, eliminating the need to exchange timetable photos [3] - The app enables users to share class schedules, practice plans, rehearsals, meetings, and games, providing a real-time view of friends' activities [4] - Saturn is widely used, with support in 80% of U.S. high schools, attributed to its engaging and interactive scheduling approach [4] Snap's Broader Initiatives - Snap plans to launch lightweight, immersive AR glasses called Specs in 2026, which will utilize advanced machine learning for various applications [5] - Currently, Snapchat users interact with AR Lenses 8 billion times daily, with over 400,000 developers creating more than 4 million Lenses using Snap's AR tools [5]

据悉，与EssilorLuxottica合作的新款眼镜将面向运动员。Meta将目标瞄准活跃型消费者，因为许多Ray- Ban智能眼镜用户已开始用该设备录制自己打网球、滑雪等活动的视频。据一位知情人士透露，Oakley 版本的智能眼镜可能售价约为360美元，因为它比Ray-Ban版本具有更强的耐候性。第一代Oakley Meta 智能眼镜将搭载与2023年推出的Ray-Ban Meta眼镜相似的技术。 与此同时，Meta与Prada的合作是在该时尚品牌于去年12月与EssilorLuxottica续签了为期10年的眼镜相关 授权协议之后达成的。双方当时表示，该协议涵盖"Prada、Prada Linea Rossa和Miu Miu品牌眼镜的开 发、生产和全球分销"。除了为Meta带来高端合作关系外，前Meta员工表示，Prada的眼镜可能尤其适合 Meta的技术，因为该品牌的许多眼镜型号采用较厚的镜腿设计。这种设计可以容纳更多智能眼镜所需 的组件，如麦克风和芯片。目前尚不清楚Prada合作及其产品线将于何时正式公布。 Meta与EssilorLuxottica最早在2019年达成合作协议，共同开发Ray-Ban ...

由于具备更强的防风雨能力，Oakley版本的智能眼镜定价可能在360美元左右，高于其Ray-Ban同类产 品。其技术内核将与2023年发布的第二代Ray-Ban Meta眼镜相似。 Meta正将其触角从大众市场伸向更垂直的领域，通过与奢侈品巨头EssilorLuxottica的深化合作，即将推 出Oakley和Prada品牌的AI智能眼镜。 6月17日据媒体报道，Meta计划与EssilorLuxottica推出Oakley和Prada品牌版本的AI智能眼镜。这不仅 是其现有Ray-Ban眼镜成功的简单复制，更是一次精心策划的战略扩张，意图在谷歌和Snap等竞争对手 真正入场前，抢先占领从运动到高端时尚的每一个关键消费者心智阵地。 EssilorLuxottica首席执行官Francesco Milleri在今年2月证实，自2023年以来，双方已售出200万副Meta Ray-Ban眼镜。他雄心勃勃地计划，到2026年底将年产量提升至1000万副。 此外根据媒体报道，Meta与Luxottica在去年10月宣布的合作延期协议价值50亿美元。作为协议的一部 分，Meta获得了Luxottica品牌在智能眼镜技术 ...

| 【数字经济周报】高通 24 亿收购 SerDes IP 巨头 | 产业研究中心 | | | --- | --- | --- | | Alphawave | 3 | 朱峰(分析师) | | 摘要:数字经济动态事件速览 第 18期(2025.06.07-2025.06.13) | 8 | 021-38676666 | | o 半导体板块动态: | 登记编号 | S0880522030002 | | 1)高通24亿收购 SerDes IP 巨头 Alphawave | | | | 2）世界首台非硅二维计算机问世:有助造出更薄更快更节能电子产品 | | 鲍雁辛(分析师) | | 3 ) AMD: 发布基于 CDNA 4 架构的 Instinct MI350 系列 GPU | CS | | | 4)美光:追加美国制造投资至2000亿美元 | 2 | 021-38676666 | | ○ 汽车电子板块动态 | 登记编号 | S0880513070005 | | 1）广汽集团:高域 AirCab 飞行汽车全球首发 | | | | 2)蔚来在重庆区域已成功实现"换电县县通"网络建设目标 | | | | 3）零跑汽车 C1 ...

21世纪经济报道新质生产力研究院综合报道 早上好，新的一天又开始了。在过去的24小时内，科技行业发生了哪些有意思的事情？来跟21tech一起 看看吧。 【巨头风向标】 阿里离职员工发万字长文，马云回应 近日钉钉员工元安离职前夕在阿里内网发布一篇深情长文，文中他表达了对阿里过去的怀念，对阿里的 发展指出了很多问题，比如内部积弊、短期主义、战略不清等，也提出了自己的一些整改建议。该长文 发布后受到了广泛关注，有近2万次观看，马云也亲自下场在论坛回复。马云写道："元安同学好，谢谢 你那么长的信，写得很好。好像人的成长，阿里的发展也有很多必然要走的路和过程，阿里巴巴在发生 变化之中。祝福你，也希望经常回来看看。" 近日，有网友晒出了胡润排行榜创始人胡润赠给搜狐创始人张朝阳棕色Labubu的照片，随后被张朝阳 送回。而在刚刚结束的永乐拍卖举办的全球首个"初代藏品级Labubu艺术专场"上，同款棕色Labubu拍出 了82万元高价。张朝阳在社交平台上转发拍卖新闻并称："我后悔把胡润转交给我的那个Labubu又送回 去了。" 喜马拉雅内部会：创始人发言情绪一度激动，官方承诺"四不变"原则 韦东奕称舆论已影响到自己，不想再做 ...

Core Viewpoint - Snap's share price increased by 1.2% following the announcement of a new product, despite facing significant competition in the augmented reality market [1] Group 1: Product Launch - Snap announced the launch of a new line of tech-enhanced eyeglasses called Specs, with a rollout planned for next year [2] - The new augmented reality products will feature artificial intelligence assistance, social connectivity, and a virtual workstation [4] - Specs continues the evolution of Snap's digitally enhanced glasses product line, following the introduction of the first Spectacles in 2016 [5] Group 2: Competitive Landscape - Snap faces competition from Meta Platforms, which launched its Ray-Ban Meta smart glasses nearly two years ago, receiving generally positive reviews [6] - The market for augmented reality eyewear remains limited, and Snap must work diligently to capture a meaningful share [7]

Core Insights - Snap announced plans to release a sixth-generation of augmented reality glasses called Specs in 2026, marking a shift from its previous Spectacles branding as competition in the smart glasses market intensifies [1][2] Product Details - The Specs will utilize AR technology to overlay digital imagery onto the physical world, allowing for interaction with digital content [2] - The new glasses are expected to be smaller and lighter than previous models, although Snap has not disclosed pricing or an exact launch date [3] - Specs will operate on Snap OS and will allow developers to integrate Google's Gemini AI models, expanding AI options beyond the previously available OpenAI's GPT models [4] Market Context - Since the launch of the first Spectacles in 2016, competition in the head-mounted computer market has increased significantly, with major players like Apple, Meta, and Google entering the space [6][7] - Apple launched its Vision Pro goggles at a price of $3,500 in February 2024, while Meta offers a range of products including VR headsets and smart glasses [7]