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Guo Mingyi spoke ill of Meta: meta-universe hardware loss may be "higher than market consensus", Lei Peng joint glasses shipments are not good

2025-01-15 Update From: SLTechnology News&Howtos shulou NAV: SLTechnology News&Howtos > IT Information >

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Shulou(Shulou.com)11/24 Report--

CTOnews.com October 5 news, Tianfeng Securities analyst Guo Mingyi said in an article on the X platform that the loss caused by weak demand in Meta's Touxian hardware business may be higher than the market consensus.

Guo Mingyi, a post released by ▲ image source Guo Mingyi, said that Meta's head display (meta-universe hardware) shipments continued to decline significantly, while reducing the head-display (meta-universe) business helped relatively little to improve Meta's losses.

Quest 3 Touxian initially expects shipments of more than 7 million units in 2H23, but due to weak demand, it is expected to ship 200-2.5 million units in the second half of this year and about 1 million units in 2024.

Guo Mingyi claimed that Quest shipments will decline significantly further by about 50 per cent of YoY in 2023 to 3.5 million YoY, and shipments in 2024 do not rule out the possibility of YoY recession.

The new smart glasses launched by Meta and Lei Peng, even with improved specifications and functions, are currently estimated to ship only about 1.5 million glasses in their entire life cycle, which is lower than the "initial shipping target" of 2 million of the previous generation products.

Guo Mingyi also claimed that the final shipment of the previous generation of Leipeng glasses was only about 300-400000 units, the sales result was significantly lower than expected, and the actual active users were even less than 50,000.

Related reading: "Meta Quest 3 head display release: processor, screen upgrade, support color perspective and hand tracking, October 10 shipment"

"Meta x Ray Peng's new smart glasses: with a 1200 megapixel camera, starting at $299."

Referenc

The cost of Meta's hardware business may be higher than that of the market due to weak demand

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