Guo Mingchi: Meta AR glasses Orion will be mass-produced as early as 2027, positioning to replace smartphones and computers

On Thursday, Guo Mingchi, a well-known analyst at TF International Securities, commented on the first high-priced AR glasses released by Meta the previous day. Guo Mingchi stated that Meta's internal product roadmap indicates that Orion is expected to be mass-produced as early as 2027. However, it has not yet been decided which company will be responsible for production and transitioning the product from design to mass production. In addition, there are some technical challenges to overcome, so the actual mass production time may be later than expected. Guo Mingchi predicts that before the official mass production of Orion, Meta may first launch a lower-specification version, such as using LCoS (Liquid Crystal on Silicon) technology instead of more advanced Micro LED displays. Meta's product strategy is to push products to the market as early as possible, continuously test and collect market feedback, in order to quickly improve the product, rather than waiting for the product to be perfect before release. Guo Mingchi pointed out that Orion's positioning is to replace smartphones and tablets, with its main selling points being the integration of AI technology and spatial computing. However, regarding Guo Mingchi's mention that Orion's positioning is to replace smartphones and tablets, some netizens interacted by saying: A device that causes a lot of headaches after short-term use, how could it possibly replace our phones that we can put down at any time? Several netizens also mentioned that Apple is also working on launching similar AR glasses: On Wednesday, at the annual flagship event, Meta's first AR glasses Orion made its debut. The production cost of each pair of glasses is approximately $10,000 (about 70,000 RMB), making it absolutely high-priced and possibly the most expensive AR glasses in history. At the current stage, only about 1000 pairs are being produced and not officially available for sale. Orion features a split design, adopts a waveguide solution, has a thick black frame, and weighs 98g. These AR glasses offer various interactive methods such as hand tracking, eye tracking, and head tracking. Users wearing Orion can browse the web, watch short videos, listen to music, make video calls, and even play some simple 3D games