๐Ÿ•ถ๏ธ The AR war is really about to Start

PLUS: Meta's Plan for AR Supremacy, Vision Pro's Success and What It Means for Apple's Future, Headspace XR is Tackling Loneliness and Anxiety in Gen Z

Good morning!

The great war for AR supremacy is about to begin, and Meta is determined to be victorious. After years of secret prototyping and development, Meta is about to showcase their very secret but very special AR glasses that are going to set a new standard in the industry.

Todayโ€™s Topics:

  • ๐Ÿ‘“ Meta's Plan for AR Supremacy

  • ๐Ÿš€ Vision Pro's Success and What It Means for Apple's Future

  • ๐Ÿ•Š๏ธ Headspace XR is Tackling Loneliness and Anxiety in Gen Z

Reading time: 5min

๐Ÿ‘“ Meta's Plan for AR Supremacy

After nine years in the making ๐Ÿ—“๏ธ, the very secretive project of Meta, codenamed Orion ๐Ÿ•ถ๏ธ, is set to be revealed, most likely during Meta's annual Connect conference for third-party developers. Project Orion represents the company's first version of what is considered "true" Augmented Reality ๐Ÿ‘“. Over the last three years, many companies have entered the AR market with innovative and compelling products. Will Meta's new project be enough to establish it as a new market leader in the industry? Here is what the leaks say:

Details:

  • The glasses, codenamed Orion, will not be for commercial use ๐Ÿšซ๐Ÿ’ผ but will be demoed internally at Meta and externally at Connect to showcase Meta's vision for AR glasses.

  • Equipped with micro-LED displays and silicon carbide waveguides, Orion aims for a groundbreaking 70ยฐ field of view ๐Ÿ”, a notable achievement in todayโ€™s tech landscape.

  • Production of Orion is projected to be limited to around 1,000 units ๐Ÿญ๐Ÿ‘“.

  • A subsequent model, named Artemis, is slated for commercial sale but isnโ€™t expected to hit the market until 2027 ๐Ÿ“…, as suggested by some documents that have surfaced.

The Arena:

The AR smart glasses industry has morphed into an intensely competitive arena , a refreshing scenario where no single company holds a monopoly ๐Ÿ”. In here, each player brings something unique to the table; Vuzix with its full-color HD display and app support, Amazon's Echo Frames integrating Alexa , and Snap's Spectacles 3 offering 3D AR features .

This diversity ensures that innovation thrives , with each brand carving out its niche based on distinctive features and targeted user experiences. In this dynamic landscape, if Metaโ€™s Orion and subsequently Artemis lives up to the revolutionary claims, it could mirror Apple's disruption with the Vision Pro, introducing a groundbreaking product that redefines user expectations and sets new industry standards ๐Ÿš€.

If you want to learn who the players in the AR Smart Glasses industry are, check Wareableโ€™s list of the most projects up to date.

๐Ÿš€ Vision Pro's Success and What It Means for Apple's Future

Courtesy by MKBHD & Statista

Although the initial excitement around the Apple Vision Pro may be diminishing, the flow of news and developments surrounding it continues unabated. A notable update from independent tech analyst Ming-Chi Kuo highlights that the Vision Pro's performance has surpassed expectations ๐Ÿš€. While these expectations were initially modest, this achievement is significant not just for boosting sales but, more critically, for advancing Apple's ambitious strategic goals with this innovative technology ๐Ÿ๐Ÿ’ผ.

Details:

  • Initial sales in the US have outstripped Apple's projections, with estimates now ranging between 200,000 to 250,000 units, surpassing the initial forecast ๐Ÿ“ˆ of 150,000 to 200,000 units.

  • Apple and its supply chain partners are purportedly boosting production ๐Ÿญ from an initial 500,000โ€“600,000 units to an impressive 700,000โ€“800,000 units for the year.

  • Despite the current focus on meeting US demand, insider forecasts suggest Apple may be setting the stage for an international rollout ๐ŸŒ before the upcoming Worldwide Developers Conference (WWDC), traditionally held in early June.

  • The success of Vision Pro is prompting rivals like Samsung and Meta to accelerate their own 'Pro' level mixed-reality headsets ๐Ÿ•ถ๏ธ, aiming to carve out their niche in a market increasingly validated by Apple's foray.

Why it really matters:

With sales plateauing, Apple finds itself in urgent need of fresh revenue streams to sustain growth ๐Ÿ’ก. Following extensive internal efforts, Apple ultimately shelved its ambitious Apple Car project ๐Ÿš—, which aimed to revolutionize the automotive industry similarly to how the first iPhone transformed mobile communication. Despite the grand vision, the venture did not materialize, resulting in the loss of multiple billions ๐Ÿ’ธ of dollars invested in research.

Enter the Vision Pro. Apple is now placing all its bets on spatial computing ๐ŸŒŒ, aiming to cultivate new user demands and carve out a novel market. Through this strategic pivot, Apple hopes to unlock a lucrative revenue channel ๐Ÿ”“ that could help them break free from their current revenue stagnation.

๐Ÿ•Š๏ธ Headspace XR is Tackling Loneliness and Anxiety in Gen Z

Courtesy by Headspace

In an innovative leap towards mental wellness, Headspace unveils Headspace XR for Quest, merging the calming essence of meditation with the dynamic realms of social VR ๐Ÿง˜โ€โ™‚๏ธ. Developed alongside Nexus Studios, this new app aims to address the modern challenges of loneliness, anxiety, and depression with a digital dose of mindfulness.

The Details:

  • Headspace XR transports users into a world where movement, play, and meditation converge within peaceful and inspiring immersive environments ๐ŸŒณ.

  • With a particular focus on the younger crowd, Headspace XR seeks to bridge the gap between technology and tranquility. The app responds to the alarming loneliness statistics among Gen Z, offering a virtual escape and tools for building lifelong mental health habits ๐Ÿ“ฑ.

  • Beyond traditional meditation, Headspace XR incorporates physical activities that align with mindfulness principles. Through movement and breathwork, users can deepen their mind-body connection, improving their mental resilience amidst virtual vistas ๐Ÿž๏ธ.

  • Headspace is not just casting a wellness net into the digital void; it's grounding its approach in science. A planned randomized control trial at Virginia Tech will delve into the app's impact on social health, stress, and the efficacy of virtual mindfulness practices ๐Ÿ”ฌ.

Why it Matters: Headspace is so confident in their product that they have started conducting a randomized control trial at Virginia Tech later this year to evaluate how Headspace XR helps people with social health and connection, as well as perceived and objective stress. This initiative not only highlights the potential of VR in transcending entertainment but also underscores the importance of mental well-being in the tech era ๐ŸŒ.

In Other XR News

  • If you still haven't made up your mind about the Apple Vision Pro, there's a Korean guy who wrote a 79-page long review document, in case you just wanted a light read.

  • VisionOS 1.1 is out Now, improving Personas, Mac Virtual Display, and more.

  • Looking for a Job in XR? The CIA is hiring with an advertised salary between $61,947 and $164,102.

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