Meta has introduced its first full-color AR glasses, named Orion, at Meta Connect 2024. These glasses utilize LEDoS (silicon-based Micro LED) technology and weigh just 98 grams. According to TrendForce, 2024 is a pivotal year for brands entering the near-eye display market within the metaverse. However, Meta’s AR glasses face challenges in balancing FOV (Field of View) and resolution, and in developing a robust application ecosystem. Commercial availability is not expected until after 2027.
Key Features and Challenges:
- Technology and Design: Orion AR glasses feature a diffraction-type waveguide made from silicon carbide (SiC) and JBD’s three-panel full-color LEDoS technology, achieving a 70-degree FOV.
- Target Audience: Currently aimed at developers and testers, with no plans for mass production.
- Cost and Production: High costs associated with LEDoS micro-display panels and SiC waveguides, which are also subject to export limitations, push the price to nearly US$10,000 per unit.
- Battery Life: Limited to two hours, indicating a need for further improvements.
Market Outlook:
- AI Integration: AR devices are seen as ideal for AI integration due to their lightweight and compact nature. LEDoS technology is crucial for AR, offering high brightness, miniaturization, and low power consumption.
- Future Prospects: If advancements in full-color LEDoS solutions are achieved, it could become the leading technology for AR glasses.
- Consumer Market Entry: Meta’s consumer-oriented AR glasses are predicted to debut post-2027. The production of more advanced and affordable devices is expected between 2026 and 2027.
- Market Projections: The AR device market is anticipated to reach 25.5 million units by 2030, with LEDoS technology projected to capture 44% of the market.
Comparative Insights:
- Apple’s Vision Pro: Shipments in early 2024 did not meet expectations due to high prices.
- Meta’s Strategy: To effectively enter the consumer market, Meta needs to improve the balance between FOV and resolution and enhance its application ecosystem.