In the midst of a chill in the AI wearable device market, the smart glasses launched by Meta and Ray-Ban have surprisingly emerged as a dark horse. The success of this product not only brings a glimmer of hope to the AI hardware industry but also offers new insights into the future direction of wearable devices. Over the past year, the AI wearable device market has experienced a journey from enthusiasm to disappointment. Once highly anticipated products like the Humane AI Pin and Rabbit R1 failed to deliver on their promises, reminiscent of the smart glasses and augmented reality hype from ten years ago.

Qualcomm has officially joined the Augmented Reality (AR) Alliance as a founding member, aimed at promoting AR hardware development and enhancing the user experience of wearable devices and other products. The alliance brings together companies like STMicroelectronics, META, and Essilor Luxottica to collaboratively unify the global AR supply chain, emphasizing the vast potential of AR technology. Qualcomm's membership significantly bolsters the hardware ecosystem, leveraging its experience in application development platforms and many years in the industry.

According to Mark Gurman, Apple is actively developing several wearable virtual reality (VR) and augmented reality (AR) glasses products, including a more affordable Apple Vision headset, the second generation of Apple Vision Pro, and a smart glasses model similar to Ray-Ban.

Meta's Chief Technology Officer Andrew 'Boz' Bosworth announced the largest hardware department restructuring since the company's rebranding to Reality Labs in 2020.