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Meta Details Path to ‘Significantly Reduced Costs’ of Next-gen AR’s Most Critical Component

  • Meta's Orion AR glasses prototype is expensive to make, with a cost of about $10,000 per pair due to its custom silicon carbide waveguide lenses.
  • Silicon carbide, known for its power efficiency, lower heat output, and high refractive index, is a key component for providing clear, wide field-of-view in AR glasses like Orion.
  • The material's optical-grade silicon carbide can potentially lead to significantly reduced costs, following a similar path as seen in the electric vehicle industry.
  • Reality Lab's AR Waveguides Tech Lead mentions that the surplus in EV chip supply has driven down the cost of silicon carbide substrates used in AR glasses.
  • Suppliers are focused on manufacturing optical-grade silicon carbide to reduce costs and increase production for AR glasses, aligning with the growing demand.
  • While silicon carbide has the potential for future applications in quantum computing, efforts are being made to scale up production for AR glasses.
  • Meta aims to produce consumer AR glasses priced competitively alongside phones and laptops before 2030, utilizing the advancements in silicon carbide technology.
  • Companies like Meta, Apple, Google, Microsoft, and Qualcomm are investing in AR glasses to potentially replace smartphones as the dominant mobile computing platform.
  • Leveraging the advancements in silicon carbide technology from the EV industry may lead to significant cost reductions and advancements in AR glasses production.
  • Overall, the potential benefits of utilizing silicon carbide in AR glasses show promise, with efforts underway to make this technology more accessible and cost-effective for consumers.

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