Meta明年下半年将推出带屏智能眼镜，供应链是挑战

观察者网12-24 15:28

据英国《金融时报》12月23日报道，美国社交媒体巨头Meta正与眼镜集团 EssilorLuxottica合作，计划在其售价300美元（当前约2188元人民币）的太阳镜中加入显示屏。知情人士称，升级版眼镜最早可能于2025年下半年发布。小显示屏可能会用于显示通知的或来自Meta虚拟助手回复。Meta拒绝评论其智能眼镜策略，但在今年12月中旬，Meta首席技术官安德鲁・博斯沃思（Andrew ...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2493357779?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2024-12-24 15:28","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2493357779","market":"us","top_or_hot":-1,"title":"Meta明年下半年将推出带屏智能眼镜，供应链是挑战","media":"观察者网","content":"<div>\n<p>据英国《金融时报》12月23日报道，美国社交媒体巨头Meta正与眼镜集团 EssilorLuxottica合作，计划在其售价300美元（当前约2188元人民币）的太阳镜中加入显示屏。知情人士称，升级版眼镜最早可能于2025年下半年发布。小显示屏可能会用于显示通知的或来自Meta虚拟助手回复。Meta拒绝评论其智能眼镜策略，但在今年12月中旬，Meta首席技术官安德鲁・博斯沃思（Andrew ...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241224152920984d5149&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Meta明年下半年将推出带屏智能眼镜，供应链是挑战</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMeta明年下半年将推出带屏智能眼镜，供应链是挑战\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-24 15:28 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241224152920984d5149&s=b><strong>观察者网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据英国《金融时报》12月23日报道，美国社交媒体巨头Meta正与眼镜集团 EssilorLuxottica合作，计划在其售价300美元（当前约2188元人民币）的太阳镜中加入显示屏。知情人士称，升级版眼镜最早可能于2025年下半年发布。小显示屏可能会用于显示通知的或来自Meta虚拟助手回复。Meta拒绝评论其智能眼镜策略，但在今年12月中旬，Meta首席技术官安德鲁・博斯沃思（Andrew ...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241224152920984d5149&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0353189680.USD","symbol_name":"富国美国全盘成长基金Cl A Acc","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241224152920984d5149&s=b","article_id":"2493357779","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241224152920984d5149&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2493357779","pubTimestamp":1735025290,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"小显示屏可能会用于显示通知的或来自Meta虚拟助手回复。值得一提的是，首款雷朋Meta眼镜于2021年推出，由于功能鸡肋、缺点太多并未引发波澜。不过雷朋Meta眼镜自2023年9月推出新版本以来，意外受到行业追捧，销量已经突破了前两年的总和。今年9月，Meta还发布了增强现实眼镜原型“猎户座”。知情人士称，Meta已提前计划将该设备转变为消费产品，尽管发布可能仍需数年时间。因此行业普遍认为，Meta仍处于AR头戴设备实验的早期阶段。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","SG9999002232.USD":"Allianz Global High Payout USD","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU1670711123.USD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (USD) INC","LU1868837136.USD":"CT (LUX) I AMERICAN \"8\" (USD) ACC","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","BK4213":"石油与天然气的勘探与生产","LU2361044949.HKD":"WELLINGTON US QUALITY GROWTH \"A\" (HKD) ACC","LU1489326972.SGD":"First Eagle Amundi International AHS-MD SGD-H","AR":"Antero Resources Corp","LU1868836757.USD":"CT (LUX) I AMERICAN FUND \"2\" (USD) ACC","LU0795875086.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","LU0225283273.USD":"SCHRODER ISF GLOBAL EQUITY ALPHA \"A\" (USD) ACC","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","SGXZ31699556.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"C\" (SGDHDG) ACC","LU0690374961.EUR":"FUNDSMITH EQUITY \"R\" (EUR) INC","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU0690374615.EUR":"FUNDSMITH EQUITY \"R\" (EUR) ACC","LU2552382058.USD":"WELLINGTON US BRAND POWER \"A\" (USD) ACC","BK4524":"宅经济概念","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU2133065610.SGD":"JPMorgan Investment Funds - Global Dividend A (mth) SGD","LU0203345920.USD":"SCHRODER ISF QEP GLB ACT. VL \"A\" (USD) ACC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","BK4588":"碎股","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","META":"Meta Platforms, Inc.","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU0068578508.USD":"First Eagle Amundi International Cl AU-C USD","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","VR":"GLOBAL X METAVERSE ETF","LU2430703178.SGD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (SGDHDG) INC","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU1127390331.HKD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A\" (HKD) ACC","LU1732800096.USD":"摩根大通环球收益基金A (irc)"},"translate_title":"Meta will launch smart glasses with screens in the second half of next year, and the supply chain is a challenge","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"VR":1,"AR":1,"META":0.9},"content_text":"据英国《金融时报》12月23日报道，美国社交媒体巨头Meta正与眼镜集团 EssilorLuxottica合作，计划在其售价300美元（当前约2188元人民币）的太阳镜中加入显示屏。知情人士称，升级版眼镜最早可能于2025年下半年发布。小显示屏可能会用于显示通知的或来自Meta虚拟助手回复。Meta拒绝评论其智能眼镜策略，但在今年12月中旬，Meta首席技术官安德鲁・博斯沃思（Andrew Bosworth）表示，2025年将是Reality Labs最为关键的一年。据观察者网了解，Reality Labs是Meta旗下虚拟现实（VR）和增强现实（AR）技术研发的核心部门，也是智能眼镜和Quest虚拟现实耳机的制造部门，负责推动元宇宙和下一代计算平台的发展。自2020年成立以来，Reality Labs 一直处于亏损状态，2024 年前三季度亏损达到130亿美元，仅实现营收约10亿美元。值得一提的是，首款雷朋Meta（Ray-Ban）眼镜于2021年推出，由于功能鸡肋、缺点太多并未引发波澜。不过雷朋Meta眼镜自2023年9月推出新版本以来，意外受到行业追捧，销量已经突破了前两年的总和。当前型号的雷朋眼睛配备独立的入耳式扬声器、摄像头和麦克风，可用于听音乐、拍照和与 Meta 的人工智能助手聊天。分析认为，首次加入的显示屏只能显示简单的文本和图像，但却是企业CEO马克·扎克伯格实现其增强现实眼镜愿景的关键一步——眼镜能够在现实世界上叠加虚拟世界。今年9月，Meta还发布了增强现实眼镜原型“猎户座”（Orion）。知情人士称，Meta已提前计划将该设备转变为消费产品，尽管发布可能仍需数年时间。Orion的紧凑设计、轻巧的框架和创新的显示屏可将3D内容叠加到现实世界中，在谷歌支持的Magic Leap和微软的Hololens等AR头戴设备多年失败之后，被誉为突破。Orion最大的创新之一是其对碳化硅镜片的创新使用。这种材料以前在光学领域从未被广泛使用，它帮助Meta为Orion用户创造了比使用普通玻璃更大更明亮的图像。然而，碳化硅镜片的高成本和产能缺陷，对于将Orion变成价格合理的大众市场产品是一个重大障碍。因此行业普遍认为，Meta仍处于AR头戴设备实验的早期阶段。有行业人士向观察者网表示，Meta雷朋眼镜和猎户座头戴设备，与苹果 Vision Pro 等产品一样，有助于让消费者接受智能耳机的概念。但该平台目前面临多重巨大障碍，其一是产品难以兼具硬件性能和电池寿命，且成本太高难以成为大众消费品；其二是，其所处环境的供应链不完善，面临严峻挑战。本文系观察者网独家稿件，未经授权，不得转载。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"productRelease","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.4","shortVersion":"4.29.4","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2493357779"}