Meta recently demonstrated its AR glasses prototype Orion, which attracted industry attention due to its lightweight design and wide field of view. However, Oppenheimer analysts believe that Orion is not yet enough to pose a threat to Apple's Vision Pro.
Analysts pointed out that the cost of Orion is too high. The use of silicon carbide (SiC) wafers results in a bill of materials cost of more than $3,000, which is much higher than the $2,000 price of Apple's Vision Pro."We checked and the Orion's bill of materials cost easily over $3,000 compared to the Vision Pro's $2,000."one analyst said.
In addition, analysts also believe that the Orion's display resolution and refresh rate lag behind the Vision Pro, and these factors are critical to a good user experience.“Display resolution and speed are as critical to a good user experience as weight and field of view.” the analyst added.
Orion's design is still years away from commercialization and Apple's competitive position remains strong, analysts concluded. Currently, most AR glasses on the market use high-refractive index glass, which is cheaper but has a smaller field of view. Meta's use of SiC gives Orion amazing scope, but it also drives up costs.
It is worth noting that Apple’s Vision Pro is expected to be launched in 2024, priced at US$2,000, and Meta’s Orion has not yet determined the launch time and price. Orion's cost and market readiness remain to be seen, and time will tell whether it can pose a real threat to Apple's Vision Pro.
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