3C设备周观点：META押注AI可穿戴设备 OPEN AI或将推出首款硬件产品

华福证券01-17

Meta 拟扩大AI 眼镜投资据XR 控引用彭博社报道，Meta 公司首席技术官安德鲁·博斯沃思通过内部备忘录确认，已正式启动裁员计划，核心战略将从元宇宙全面转向AI 可穿戴设备。此外，Meta 及其制造合作伙伴依视路陆逊梯卡正考虑在2026 年底前将合作生产的AI 智能眼镜年产能提高一倍至2000 万副，并可能根据市场情况进一步提升至3000 万副。龙头积极布局眼镜市场随着苹果、三星等硬件厂商...

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