Industry Competition Between Apple and Meta
Apple is anticipated to release its first AR glasses, set to compete directly with Meta’s recently unveiled Orion AR glasses. The two tech giants are now on a collision course in the AR market.
During the recent Meta Connect event, Meta CEO Mark Zuckerberg introduced Orion, the company’s first true AR glasses, which weigh approximately 98 grams. Zuckerberg described Orion as Meta’s most advanced and sophisticated prototype to date, featuring leading industry components such as a wide field of view (FOV), silicon carbide lenses, and complex waveguides and projectors.
Meta’s Strategy and Market Timing
However, Orion won’t be available to consumers anytime soon. According to reports, Meta plans to produce only about 1,000 units for internal testing, with each prototype costing as much as $10,000. Renowned analyst Ming-Chi Kuo has stated that Meta’s initial mass production target is set for 2027.
Apple’s Commitment to Micro LED Technology
Apple’s continued focus on Micro LED technology underscores its long-term vision for the AR market. Although challenges such as low production yields have kept Micro LED product costs high, tech giants like Apple and Meta remain optimistic about its potential. In fact, Micro LED technology has already been integrated into Meta’s Orion glasses, where it is paired with silicon carbide optical waveguide lenses, enabling Orion to achieve a 70-degree field of view, placing it among the leading AR products globally.
Apple’s Future in AR Glasses and Wearables
According to industry insiders, Apple is likely to launch an AR glasses product to compete with Meta’s Orion. Sources suggest that Apple remains committed to Micro LED technology, with plans to begin mass production of its AR glasses featuring Micro LED displays by 2026. Additionally, Apple is reportedly working on incorporating Micro LED technology into future versions of the Apple Watch Ultra, with a target release date also set for 2026.
AR Glasses Market Opportunities and Challenges
As Meta’s AR smart glasses approach market launch, it will undoubtedly increase competitive pressure on other manufacturers. However, this competitive environment also presents significant opportunities. AR smart glasses manufacturers must seize this moment to navigate the challenges and capitalize on the industry’s growth potential.
Disclaimer: The views and opinions expressed in this article are those of the original authors and do not necessarily reflect the official policy or position of MiniMicroLED Insights . While we strive to ensure the accuracy and reliability of the information provided, the content on this website may include translations, re-edited versions of second-hand information, or information derived from unverifiable sources. MiniMicroLED Insights makes no representations or warranties, express or implied, regarding the completeness, accuracy, or timeliness of such content. The information in this article is for informational purposes only and should not be construed as professional advice. Any reliance you place on such information is strictly at your own risk. To the fullest extent permitted by law, MiniMicroLED Insights disclaims all liability for any direct, indirect, incidental, consequential, or punitive damages arising out of your use of, or reliance on, the information contained in this article.
Copyright Notice: This article may include translated and re-edited content derived from various online sources, including websites and social media platforms. While we strive to credit the original authors and sources to the best of our ability, we may not always be able to verify the original source of the content. All rights to the original content remain with the original author or source publication. Where applicable, this content is reproduced for educational and informational purposes under the fair use doctrine. If you believe any content on this site infringes upon your intellectual property rights, or if you are the copyright owner and believe we have not credited you correctly, please contact us at minimicroled.business@gmail.com. We will investigate and take corrective action, including removing or properly crediting the content if necessary.
Content sourced and adapted by MiniMicroLED Insights (Doris).