Meta智能手表来了！这思路太清奇

雷科技02-21

四年之期已到，Meta 的智能手表要“强势回归”了。据 The Information 爆料：Meta 计划在今年推出代号为“Malibu 2”的全新智能手表，主打健康监测与 AI 功能。与此同时，其最成功的硬件产品 Ray-Ban Meta 智能眼镜也将迎来迭代。与此同时，曾经被寄予厚望的野心之作“Phoenix”混合现实眼镜，却被延期至 2027 年。【 P2】说实话，雷科技对“Phoenix...

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This idea is too strange","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AAPW":0.6,"AAPY":0.6,"AAPD":0.6,"MACW.SI":0.6,"APLY":0.6,"AAPB":0.6,"META":1.95,"AAPU":0.6,"AAPX":0.6},"content_text":"四年之期已到，Meta 的智能手表要“强势回归”了。据 The Information 爆料：Meta 计划在今年推出代号为“Malibu 2”的全新智能手表，主打健康监测与 AI 功能。与此同时，其最成功的硬件产品 Ray-Ban Meta 智能眼镜也将迎来迭代。与此同时，曾经被寄予厚望的野心之作“Phoenix”混合现实眼镜，却被延期至 2027 年。【 P2】说实话，雷科技对“Phoenix”的遭遇并不感到意外。毕竟强如苹果 Vision Pro，如今也陷入了销量惨淡、应用生态荒芜的境地。既然连苹果都带不动昂贵的头显，Meta 自然没必要在元宇宙这个已经降温的概念里继续烧钱。但既然重型的头显卖不动，Meta 为何又急着发力智能手表这个已经相当成熟的品类呢？雷科技认为这其实和 Meta 的智能眼镜布局有关。回顾这两年的智能眼镜市场，虽然其销量确实火爆，但因智能眼镜交互全靠语音和镜腿触控，在公共场合使用并不方便。作为智能眼镜市场头部品牌，Meta 深知如果想让眼镜从“时尚单品”变成真正的“生产力工具”，就必须引入全新的交互方式。而可以准确盲操的智能手表，就是这种交互最好的载体。【 P3】说白了，与其去赌虚无缥缈的元宇宙，Meta 正在给真能卖出去的智能眼镜造个配件，走“1+1>2”的产品生态路线。但问题是，就当前市场情况而言，智能手表的生意远比眼镜难做。在智能眼镜品类，Meta 是当之无愧的头部品牌；但在智能手表领域，Meta 是实打实的新玩家。在海外智能手表市场，Google、三星、Garmin 已经沉淀多年，顶上还有 Apple Watch 这种能威胁到瑞士钟表集团的“头部玩家”。【 P1】如果在智能手表市场格局定型之前，Meta 就已经认输，那我们为什么相信 Meta 能在已经被苹果、三星、Garmin 等巨头定型的智能手表市场里，开辟出自己的生存空间呢？技术路线上，Meta 打算靠多设备互联和 AI 突围；但这意味着 Meta 不仅要解决当年项目夭折时没解决的技术难题，让手表有比肩行业主流产品的综合表现，还要在此基础上加入额外的传感器、天线用于和眼镜的互联，这背后的技术难度不容小觑。再说了，在 AI 时代，Meta 作为传统社交媒体，其用户留存能力本身就不强。在 TikTok、xAI 的两面夹击下，智能硬件还能给 Meta 这个老年化平台“续命”多久呢？#Meta智能手表 #Meta #AI #智能硬件","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"productRelease","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2613176002","isCrawlerRequest":true}