Meta's Smart Glasses: Is it Time for a Display Upgrade?
It's Time: Meta Needs Displays in Its Smart Glasses
Overview and Growing Adoption
Introduction: It's time for Meta to integrate a display into its smart glasses. Meta's continued success in the smart glasses market largely depends on its ability to drive innovation and develop this technology category.
Growing Presence: Recently, smart glasses have become more present in daily life. In Williamsburg, Oakley Meta HSTN smart glasses garnered attention, and later, Ray-Ban Meta smart glasses were observed at social events and concerts. These observations indicate a growing use of smart glasses, with footage from these glasses even starting to appear on platforms like TikTok, which reflects their penetration into popular culture.
Confirming Adoption: This widespread adoption confirms that interest in smart glasses goes beyond mere curiosity; ordinary consumers are now buying and actively using them in public spaces. As Meta's annual Connect event approaches, questions are growing about the company's future steps in this emerging market.
Meta's Success in the Smart Glasses Market
Reviving the Concept: Meta has succeeded in reviving the concept of smart glasses, which was previously seen as an old and failed idea. After the disappointing launch of the first generation of Ray-Ban smart glasses, which saw 90% of users abandon them, the company achieved remarkable success with the second generation, selling two million pairs by 2025. Its partner EssilorLuxottica aims to increase production to 10 million by the end of 2026, confirming this growing momentum. This success had a clear echo at the recent CES, where interest in smart glasses increased, unlike the negative image associated with the failure of the original Google Glass Explorer edition.
Success Factors: A large part of Meta's success in the smart glasses market is attributed to perfect timing. Its launch coincided with several supportive factors, including the widespread adoption of Artificial Intelligence and the increasing search for devices that support it, in addition to the TikTok era's influence, which made public photography and sharing acceptable and natural. This synergy contributed to enhancing market acceptance of the product.
Competitive Features: Unlike Google Glass's design, which appeared strange and unfamiliar, Meta, through its partnership with Ray-Ban, managed to offer elegant and discreet smart glasses that do not suggest they are a technical device. Reducing the entry cost from $1500 to $300 also made them accessible to a wider audience. These glasses feature excellent sound quality and a high-quality camera suitable for Instagram posting, making them a valuable tool for content creators. Despite initial doubts about AI integration, user experiences, especially from visually impaired and blind individuals, have shown that AI-powered glasses contribute to enhancing their independence.
Results of Success: This success has led to the emergence of many imitation products of Meta's smart glasses in the market. And it is likely that this success is the driving force behind Google's sudden return to the smart glasses field, after a long period of absence from this market. However, to maintain this momentum in the smart glasses market, Meta needs to continue innovating.
The Importance of Integrating a Display into Smart Glasses
Competition and Development: Despite Meta's current leadership in the smart glasses industry, it faces increasing competition. Competitors such as Google's Android XR models, XREAL One Pro, Rokid glasses, and Even Realities G1 all offer versions that include displays. While screen-free glasses are appealing, integrating a display into glasses opens up vast possibilities and potential functions.
Daily Solutions: The display in smart glasses would solve many daily problems, such as navigation. Instead of repeatedly checking a phone for directions, a user could ask for "directions to the library" and see the routes directly in their field of vision. Embedded displays could also provide useful features in various situations, such as showing presentation notes in classrooms, instant menu translations while traveling internationally without needing a phone, and even displaying cooking recipes while preparing meals, enhancing the user experience and reducing the need for other devices.
Future Expectations: These proposed features, despite their simplicity, solve significant challenges faced by voice-only smart glasses. The primary appeal of these devices lies in providing a hands-free and phone-free user experience, which is not fully achieved in current versions. Therefore, Meta is expected to unveil a new version of its smart glasses equipped with a display at its upcoming event. Earlier reports from my colleague Alex Heath about the "Hypernova" prototype, as well as reports from CNBC, have confirmed these expectations.
Challenges and Privacy Concerns
Success Not Guaranteed: However, the return and success of smart glasses are not fully guaranteed. Despite the growing momentum, this technology category remains in a fragile state, especially with the increasing ease of public photography. This does not mean that everyone agrees on the additional privacy risks that these devices may pose.
Privacy Concerns: Smart glasses raise serious privacy concerns, especially in an era of increasing continuous photography and content sharing. This is more evident when considering potential aspects, such as border patrol agents using Ray-Ban smart glasses for surveillance, or customers feeling uncomfortable due to beauty professionals using them during personal services, or their transformation into a tool for collecting students' personal information in universities. These scenarios highlight the ethical and social challenges accompanying the spread of these technologies.
Societal Solutions: Meta alone cannot solve these privacy issues at the upcoming Connect event; they require a broad societal dialogue as smart glasses become more widespread. While Meta can provide guidelines for responsible use, it is up to society to formulate the cultural and social rules governing these technologies. We hope this adaptation will be smoother than previous instances where similar technologies emerged.
Building Value and Overcoming Challenges
Added Value: The biggest challenge for Meta and other companies in this field is to prove that smart glasses offer significant added value that makes life much better, to the extent that it outweighs potential concerns and drawbacks. This is an ambitious goal. While adding a display will not immediately resolve this debate, it will significantly enhance the chances of acceptance for these devices and increase their appeal, a momentum companies cannot afford to lose.