Market Prospects of Orion Glasses

Xiao Huang:DOORM, how might the high production cost of Orion glasses affect their market prospects? How does Meta plan to address these challenges?

DOORM:The production cost of Orion glasses is as high as about $10,000 per unit, which undoubtedly limits their widespread adoption in the consumer market. Currently, only about 1,000 units have been produced for internal development and demonstration. The high cost may affect market acceptance and sales volume. However, Meta plans to launch the second-generation version of Orion in the coming years and sell it to consumers. Through technological advancements and scaled production, Meta may reduce production costs, thereby increasing market competitiveness. Meta’s substantial investment in AR technology also indicates its long-term confidence and commitment to this field.