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Amazon Reportedly Developing Smart Glasses with Display to Rival Meta

September 10, 2025 From roadtovr

Amazon is reportedly developing a pair of consumer smart glasses which is slated to rival Meta’s rumored ‘Hypernova’ smart glasses with display, according to a report by The Information.

Citing two people with direct knowledge of the plans, The Information maintains the glasses, internally codenamed ‘Jayhawk’, are set to include include microphones, speakers, a camera, and a monocular, full-color display.

The report maintains Amazon is eyeing a consumer launch of Jayhawk in late 2026 or early 2027, however the price point is currently unknown.

Equally uncertain is whether Jayhawk will be marketed under Amazon’s ‘Echo Frames’ line, first introduced in 2019, including voice-controlled frames and music playback, calls, and smart home control powered by Alexa.

Third-gen Echo Frames | Image courtesy Amazon

Now in its third generation, launched in late 2023, Echo Frames offer essentially the same set of features as the first and second, with the notable outlier being any sort of camera (or display) for photos and video capture.

Additionally, The Information reports that Amazon is also creating smart glasses for its delivery drivers, said to be bulkier and less sleek than the consumer ‘Jayhawk’ model for consumers.

Codenamed ‘Amelia’, the glasses are reportedly set to provide instructions to help sort and deliver packages. Those are said to rollout as soon as Q2 2026, and include an initial production run of 100,000 units.

In contrast, recent reports from supply chain analyst Ming-Chi Kuo and Bloomberg’s Mark Gurman maintain Meta is nearly ready to begin mass production of its own smart glasses with monocular display.

Internally codenamed ‘Hypernova’, and possibly marketed as ‘Celeste’, Meta’s forthcoming smart glasses are expected to cost around $800, according to Kuo.

– – — – –

The Information maintains in its reporting that the glasses will be “augmented reality”, however the device’s description puts it squarely in the smart glasses segment.

In short, AR glasses overlay spatially anchored 3D digital content into the real environment, while smart glasses mainly provide heads-up information or notifications, either by monoscopic or even stereoscopic displays. You can learn more about the difference between AR and smart glasses here.

Filed Under: AR Development, News, XR Industry News

Mojo Vision Secures $75M Investment to Commercialize Micro-LED Displays for XR Glasses

September 9, 2025 From roadtovr

Mojo Vision announced it’s secured a $75 million Series B Prime investment round, which the company says will support the commercialization of its powerful and flexible micro-LED platform for XR glasses.

The round was led by Vanedge Capital, and included investments from current shareholders Edge Venture Capital, New Enterprise Associates (NEA), Fusion Fund, Knollwood Capital, Dolby Family Ventures, and Khosla Ventures, and new shareholders, including imec.xpand, Keymaker, Ohio Innovation Fund, and Hyperlink Ventures.

This brings the company’s overall funding to $345 million, according to Crunch Base data; Mojo Vision’s penultimate round came in late 2023, amounting to $43.5 million.

While previously geared towards producing smart contact lenses, Mojo Vision is now all about the underlying micro-LED technology that initially generated headlines back in 2022.

Image courtesy Mojo Vision

At the time, it was expected Mojo Vision would commercialize a contact lens with embedded micro-LED display, however in April 2023 the company announced it was pivoting.

Founded in 2015, Mojo Vision is now building a type of micro-LED technology that allows the mass-production of them onto silicon chips, combining advanced components like gallium nitride (GaN) on silicon emitters, quantum dots, and micro-lens arrays. According to Mojo Vision, this makes the displays very bright, very small, and energy-efficient.

“Through our micro-LED technology development, Mojo has made significant advancements in establishing breakthrough performance standards while laying the foundation for micro-LEDs as a platform for AI innovation in large market segments,” said Nikhil Balram, CEO of Mojo Vision. “This oversubscribed funding round and strong industry support mark a new phase in the design and production of our next-generation micro-LED platform. The company is on an accelerated path to commercialize micro-LED applications that can power AI.”

The company says it’s targeting the micro-LED platform to build displays for XR glasses, but also large format displays and optical interconnects for AI infrastructure.

Filed Under: AR Development, ar industry, AR Investment, Investment, News, VR Development, vr industry, VR Investment, XR Industry News

U.S. Army Reportedly Taps Anduril & Rivet to Compete in Revamped XR Headset Military Contract

September 8, 2025 From roadtovr

According to a Breaking Defense report, the U.S. Army has chosen defense startups Anduril and Rivet to compete in its revamped Integrated Visual Augmentation System (IVAS) project, now called the Soldier Borne Mission Command (SBMC), which is slated to integrate AR headsets into combat roles.

Rivet, partly funded by Palantir and led by former Microsoft IVAS lead David Marra, announced last week it’s secured a $195 million, 18-month contract to prototype and produce 470 “production representative” devices in the new SBMC program.

At present, the company produces an XR platform, called Rivet Hard Spec, which is designed for frontline professionals in defense and industrial sectors. Information is thin on the ground surrounding Hard Spec, and whether the system is playing a central role in the SBMC bid.

Rivet notes however the company will “help the Army field [SBMC] to the Infantry through rigorous iteration with Soldiers, ensuring an adaptable and extensible platform for lethality and overmatch against evolving threats.”

Rivet Hard Spec | Image courtesy Rivet

While Rivet has confirmed it’s secured the $195 million contract for the batch of XR prototypes, Rivet still faces strong competition from a possible Anduril + Meta partnership. In May, Anduril and Meta announced the companies were aiming to make “the world’s best AR and VR systems for the US military.”

Anduril CEO Palmer Luckey, known for creating Oculus Rift and selling the company to Meta (then Facebook) in 2014 for more than $2 billion, teased a military-focused XR device called Eagle Eye, which is said to serve as central component in their SBMC bid.

At the time of this writing, Anduril has not publicly confirmed a contract with the U.S. Army, however Breaking Defense reports Army sources have confirmed their selection alongside Rivet.

The SBMC recompete follows years of challenges with IVAS, which was initially awarded to Microsoft in 2018 to produce a combat-ready AR headset based on HoloLens 2 capable of fulfilling the $22 billion, 10-year production deal.

Microsoft’s IVAS ultimately suffered multiple challenges in the following years, including poor field testing results due to comfort, reliability and ruggedness issues, ultimately leading to Anduril taking over development of IVAS’ software earlier this year.

At the time, it was seen as a way of potentially giving Luckey’s defense company valuable time to work with Army leaders in preparation to recompete for the new, revamped SBMC program.

Filed Under: News

‘Project Moohan’ Android XR Headset is Launching by Year’s End, But Still No Official Name or Release Date

September 5, 2025 From roadtovr

Project Moohan was a no-show at Samsung’s Galaxy product event yesterday, giving the company even fewer opportunities to announce and release the Vision Pro competitor by year’s end.

Samsung confirmed in early August that Project Moohan is coming before the end of the year, although we still don’t know its name, release date, or price.

At its recent Galaxy event, the company unveiled a number of mobile devices, including Galaxy S25 FE, Galaxy Tab S11, and Galaxy Tab S11 Ultra. Just not Project Moohan.

A recent report from Korea’s Newsworks maintained Moohan would be featured at Samsung Unpacked, which is rumored to take place on September 29th. Still, that’s awfully close to the Galaxy product event, which took place yesterday.

The Newswork report maintains Project Moohan—which means ‘Infinite’ in Korean—is rumored to launch first in South Korea on October 13th, priced at somewhere between ₩2.5 and ₩4 million South Korean won, or between $1,800 and $2,900 USD.

Samsung Project Moohan | Image courtesy Samsung

Still, it’s fairly odd that Samsung hasn’t taken more of an opportunity to hype the mixed reality headset, which will be the first to run Google’s Android XR operating system.

Samsung has essentially kept the lid fairly tight on Moohan since it was announced in December 2024; it was often available for demo behind closed doors at events like MWC in March and Google I/O in June, although it was conspicuously absent from Unpacked in January and the second Unpacked in July… and now the Galaxy product event.

With claims of launching in South Korea first, and at around $2,000, it could be that Samsung is expecting fairly low sales volumes from the standalone MR headset, which admittedly has some fairly good specs under the hood.

Here’s the short of it: Moohan packs in a Qualcomm Snapdragon XR2 + Gen 2, dual micro‑OLED panels (resolution specs yet), pancake lenses, automatic interpupillary distance (IPD) adjustment, support for eye and hand-tracking, optional magnetically-attached light shield, and a removable external battery pack. It’s also getting VR motion controllers of some sort, but we still haven’t seen those either.

You can learn more by checking out our hands-on with Project Moohan from December 2024, which includes everything from comfort, display clarity, and how Android XR looks a lot like Horizon OS combined with VisionOS.

Filed Under: News, VR Development, XR Industry News

Pimax Promises Development Update on Delayed Dream Air Headset Later This Month

September 3, 2025 From roadtovr

Pimax announced Dream Air last December, aiming to take on the emerging segment of compact high-end PC VR headsets, such as Bigscreen Beyond and Shiftall MaganeX Superlight 8K. Initially planned for launch in May, the headset was delayed until Q3 2025. As we head into the tail-end of Q3, Pimax says it has reached “several exciting milestones” for the headset, and promises a substantial update before the end of September.

In a post on the company’s blog last week, Pimax said it is planning a “detailed presentation” with updates on the development of the Dream Air and Dream Air SE (a cheaper variant). It’s unclear if the company will have a final launch date for the headsets or offer a further delay.

The product pages for the Dream headsets still say they will “Start shipping [in] Q3 2025.” Pimax has been taking pre-orders for Dream Air since its announcement in December 2024, and Dream Air SE since its announcement in May.

Pimax has attributed the ‘May’ to ‘Q3’ delay of Dream Air to issues getting its hands on Sony’s high-end micro-OLED panels which have a 13.6MP (3,840 × 3,552) per-eye resolution. They are purportedly the same panels used in Apple’s Vision Pro headset.

However, Dream Air SE, the less expensive variant of the headset, uses 6.5MP (2,560 × 2,560) per-eye displays. It’s unclear if these displays are any easier for the company to source. If so, we could see the Dream Air SE (which was announced months after the higher-end Dream Air) ship ahead of its more expensive sibling.

In addition to the promised update, Pimax’s blog post says that the wireless streaming update for the original Pimax Crystal headset will begin rolling out this month. And the company detailed its latest work on GPU upscaling features for its headsets, which complement an array of features the company offers to help users optimize the visuals and performance of their Pimax headsets.

Filed Under: News, XR Industry News

Apple ‘Vision Air’ Rumored for 2027, Reportedly 40% Lighter and 50% Cheaper Than Vision Pro

September 3, 2025 From roadtovr

Independent supply chain analyst Ming-Chi Kuo released a report claiming that Apple is gearing up to launch a cheaper and lighter version of Vision Pro in 2027, which is expected to be called ‘Vision Air’.

Ostensibly leaked from supply chain sources, Kuo claims Vision Air is estimated to be “over 40% lighter and more than 50% cheaper” than Vision Pro, which weighs in at around 600g, and is priced at $3,500.

Notably, that weight figure doesn’t take into account the external battery pack, which weighs 350g. Provided Kuo is only quoting that ~600g on-head weight of Vision Pro itself, this would put the rumored Vision Air at less than 400g, and priced at less than $1,750.

At least by Kuo’s description of the headset’s weight, it’s also sounds like Vision Air is sticking with the external battery; the inclusion of an internal battery, like that found in Quest 3 and Quest 3S (both around 515g), would make it difficult to reach that sub-400g weight.

One of the biggest features likely to be on the chopping block for a cheaper and lighter Vision Pro is undoubtedly the headset’s glass-covered EyeSight front display, which provides a sort of virtualized representation of the user’s eyes.

Photo by Road to VR

Vision Pro is also made with out of premium materials, such as aluminum and magnesium, which could be lightened by replacing them with plastic. That may be a bridge too far though, as it could sacrifice Apple’s premium design aesthetic.

According to the report, it also appears the Cupertino tech giant is hoping to make a bigger splash with Vision Pro’s lighter and cheaper follow-up—not to be confused the with reported M5 hardware refresh of Vision Pro expected to arrive sometime later this year.

Kuo maintains Apple is internally targeting anticipated shipments of Vision Air to reach one million units in 2027. While Apple hasn’t released Vision Pro sales data any time following the device’s initial launch in February 2024, an October 2024 report from The Information claimed Apple was eyeing a sales target of 420,000 units for its first year.

Additionally, Kuo maintains General Interface Solution (GIS), the Taiwan-based company involved in the lamination process of Vision Pro’s pancake lenses, will broaden its role to become the exclusive supplier of pancake lenses.

Filed Under: Apple Vision Pro News & Reviews, News

Meta Connect is Shaping Up to Be Very Much About Smart Glasses This Year

September 2, 2025 From roadtovr

Meta has now released details of its upcoming Connect developer conference, which takes place September 17th – 18th. Following its success with Ray-Ban Meta, the company appears to again be putting smart glasses front and center this year.

The company has released brief descriptions of a few sessions, including the September 17th keynote featuring Meta CEO Mark Zuckerberg, as well as the September 18th developer keynote, and a conversation on “the future of computing.”

Undoubtedly, the mention of its smart glasses (which Meta ‘AI glasses’) are high on the list, and it may be for good reason.

According to previous reports from a number of outlets and supply chain analyst Ming-Chi Kuo, Meta is preparing a new pair of smart glasses with a display, codenamed ‘Hypernova’, which are expected to cost around $800.

Image courtesy Luna

Notably, a rash of leaks provided by data miner ‘Luna’ starting in late June seem to show the glasses in full (seen above), suggesting that Hypernova (aka ‘Celeste’) could be a solo project not marketed in conjunction with Ray-Ban and Oakley maker EssilorLuxottica.

They’re also said to include a single monocular heads-up display and a wrist-worn electromyography (EMG) based controller for input. As you’d expect, the information contained in these reports have not been confirmed by Meta, so we’ll just have to tune in and see for ourselves.

Still, something is coming, and a new pair of smart glasses is a good bet. As covered by UploadVR in early August, Meta CTO Andrew Bosworth noted that Connect 2025 will include a “big wearables announcement”.

Sessions will also (of course) feature the company’s progress on AI and well as its metaverse ambitions with social VR platform Horizon Worlds. You can check out the times and descriptions below:

Connect Keynote

  • Wednesday, September 17 at 5:00 pm PST (local time)
  • Join Mark Zuckerberg as he shares the latest on AI glasses and lays out Meta’s vision for artificial intelligence and the metaverse.

Developer Keynote

  • Thursday, September 18 at 10:00 am PST (local time)
  • Hear from executives across Meta on how our latest technologies are creating opportunities for developers to build new experiences for people. 

Spotlight conversation: the future of computing

  • Thursday, September 18 at 10:45 am PST (local time)
  • As Meta announces its latest line of new products and updates that takes the next steps on the journey to the next computing platform, we look even further into the future. Join visionaries Michael Abrash and Richard Newcombe as they reveal the exciting future of glasses with contextual AI, and how Meta is poised to transform the future of computing.

There are also a number of developer talks on the books, which Meta appears to still be filling out as we approach kickoff. You can check out all of the above on the Meta Connect website.

Filed Under: Meta Quest 3 News & Reviews, News

Rokid Glasses Raise Over $1M in First Week, Proving Strong Demand for Display-clad Smart Glasses

September 1, 2025 From roadtovr

Rokid, the China and US-based AR startup, launched a Kickstarter campaign last week for Rokid Glasses, frontrunning the competition with a pair of smart glasses housing green monochrome displays. Now, the crowdfunding campaign has surpasses $1 million, doubling the amount it garnered within its first 24 hours.

If Rokid Glases’ recent performance on Kickstarter is anything to go by, there’s going to be an unmistakable demand for smart glasses that offer more than an ‘audio-only’ experience, like you get with Ray-Ban Meta and the recently launched Oakley Meta HSTN glasses. Google is planning them, and Meta is rumored to have their own in the works.

Now, less than a week since its launch on Kickstarter, the display-clad smart glasses have topped $8.7 million Hong Kong dollars (~$1.2 million USD). And there’s still 38 days to go in the campaign, leaving plenty of room to run until close on October 10th.

Rokid Glasses | Image courtesy Rokid

You can catch all of the specs and features here, although here’s the short of it: Rokid Glasses run a Qualcomm Snapdragon AR1 and NXP’s RT600, which drive its dual green micro-LED displays, which Rokid says can deliver 1500 nits of brightness—all at 49g and a formfactor that’s impressively normal.

Onboard is a single 12MP camera sensor, which features a 109° field of view, low-light HDR and digital video stabilization. Multiple formats will be available, letting you shoot up to 1200p photos and 2,400 × 1,800 video.

Relying on both ChatGPT and an internal LLM for queries and live text and voice translation, the glasses also promise things like turn-by-turn directions, music playback and voice calls through dual AAC speakers. Again, that’s abridged version. You can learn more about battery, photo and video quality, and early hands-ons here.

Image courtesy Rokid

And now that the campaign has surpassed $1 million, all backers will also get a free Charging Case, valued at $99. That said, the lowest funding tier ($479) is already gone, leaving the next cheapest tier at $549, which already comes with the Charging Case in addition to a magnetic Prescription Frame so you can fit in your prescription.

In the meantime, we’ll be following the Rokid Glasses Kickstarter as it makes headway until its October 10th close.

Filed Under: AR Development, News, XR Industry News

Meta’s Reported $800 Smart Glasses with Display Won’t Shoot for the Stars, Claims Respected Analyst

August 28, 2025 From roadtovr

Meta’s smart glasses with display, codenamed ‘Hypernova’, are reportedly slated to cost less than initially expected, with Meta allegedly slashing price expectations from the rumored $1,000 – $1,400 range to $800. Now, respected supply chain analyst Ming-Chi Kuo says Meta is nearly ready to begin mass production, although sales expectations aren’t very high.

Bloomberg’s Mark Gurman reported last week that Hypernova will be cheaper than initially reported, delivering a pair of smart glasses with a single display and a wrist-worn electromyography (EMG) based controller for input at “about $800,” Gurman says.

Notably, a number of recent leaks provided by data miner ‘Luna’ have also seemingly unveiled the glasses in full, suggesting not only is Hypernova (also referred to as ‘Celeste’) real, but it may be a Meta solo launch—i.e. not a partnership with Ray-Ban and Oakley parent company EssilorLuxottica.

Image courtesy Luna

Kuo, known for releasing insider info on Apple products, recently posted on X (machine translated from Traditional Chinese) that Hypernova is expected to enter mass production in Q3 2025.

Ostensibly sourcing supply chain info, Kuo says Hypernova will have a two-year product cycle, with shipments over the next two years estimated to be around 150,000 to 200,000 units in total—significantly less than the over two million Ray-Ban Meta units sold since release in 2023.

“Based on Qualcomm chip shipment forecasts, global smart glasses shipments in 2026 are estimated at about 13 to 15 million units, which shows that Hypernova’s market share is negligible, hence it seems more like Meta’s experimental product,” Kuo maintains.

Continuing:

AI will be the most important selling point of Hypernova, but the exploration of applications integrating AI and AR is still in the early stages, and with a selling price of about $800, this should be the main reason Meta is conservatively viewing Hypernova’s shipment volumes. Additionally, to pursue mass production feasibility, it adopts LCoS, but this also brings hardware design challenges such as appearance design, brightness, response time, and battery life.

Kuo posits that Hypernova holds a few strategic implications for Meta: to preempt Apple’s release and build brand image, accumulate ecosystem experience as early as possible, and understand user behavior.

Truly, the addition of a ‘simple’ display to its smart glasses platform changes things from both a user and platform holder perspective. As with early entrants into the ‘smart glasses with display’ segment, such as Rokid’s recently pitched Glasses, users won’t just be snapping photos and video, taking calls and listening to music, or talking with LLMs.

Rokid Glasses | Image courtesy Rokid

People will expect display-clad smart glasses to do things smart things like turn-by-turn directions, live text and audio capture real-time translation, and more interaction with apps, given Hypernova is supposed launch with more articulated input beyond simple swipes, button presses, and voice input can provide. Getting that right is no small feat, as Kuo suggests Meta may simply not be ready for the sort of wider adoption Ray-Ban Meta has driven.

Meta sees smart glasses as a stepping stone to all-day AR, likely making hesitancy the right move. The company needs to not only feed all of those learnings into a bigger and better AR platform down the line at some point, but also create something that won’t frustrate the glut of consumers with half-baked experiences or hardware limitations that could tarnish the segment before it even gets off the ground.

After all, Meta is banking on owning a sizeable piece of AR as it hopes to eventually generate a return on its multiple billions of dollars spent per year on Reality Labs, its XR research and product division, so rashly jumping into the coming wave of smart glasses may do more harm than good.

Filed Under: AR Development, News, XR Industry News

Rokid Glasses Kickstarter Tops $500K Amid Growing Demand for Smart Glasses with Displays

August 27, 2025 From roadtovr

Chinese AR startup Rokid launched a Kickstarter campaign yesterday for Rokid Glasses, a new version of the company’s smart glasses with green monochrome displays which previously launched in China. Now, after 24 hours, the project has already garnered over $500,000, marking an undeniable demand for smart glasses that go beyond the audio-only experience of Ray-Ban Meta and Oakley Meta HSTN glasses.

Starting at the base tier of $479, representing a 20% discount of its $599 MSRP, Rokid Glasses boast a bevy of familiar features, including AI voice queries (via ChatGPT), music listening, calls, and photo and video capture.

Rokid Glasses’ biggest feature though is undoubtedly its integrated dual waveguides, which output a monochrome green heads-up display for things like turn-by-turn directions, teleprompter, and real-time text and voice translation with 89 languages (five offline via Rokid’s own LLM).

Image courtesy Rokid

Notably, there are a few smart glasses coming to market promising ostensibly similar heads-up displays. Google is promising future availability in its slate of forthcoming Android XR smart glasses. Meta is also rumored to release a display version of its smart glasses, likely also built in partnership with EssilorLuxottica like Ray-Ban Meta and Oakley Meta. Reports also point to Apple developing smart glasses, although rumors haven’t specified whether these also include display(s).

But Rokid is one of the first big names in the XR space looking to serve consumers with its display-clad smart glasses. And the results so far suggest we’re going to see multi-million dollars flood into its Kickstarter campaign, which is slated to continue until October 10th.

Billed as the “world’s lightest full-function AI & AR glasses” (they aren’t actually augmented reality, more on why here), the device is built around Qualcomm’s Snapdragon AR1 and NXP’s RT600 processors, featuring dual micro-LED displays delivering 1500 nits of brightness.

Image courtesy Rokid

Sporting a single 12MP Sony IMX681 camera sensor, which captures a 109° field of view via its f/2.25 aperture, promising low-light HDR and digital video stabilization.

Through both voice prompts (“Hey Rokid!”) and pressing the right-mounted shutter button, users can shoot photos in multiple formats—3:4 at 1,200p, 9:16 at 900p, and 4:3 at 680p—and video in 3:4 at 1,800 × 2,400, 9:16 at 1,350 × 2,400, and 4:3 at 2,400 × 1,800. Yes, it also has internal and external capture lights, which indicates when a user is recording.

Integrated audio comes via near-ear AAC speakers, also featuring a four mic array that boasts integrated noise reduction for wind noise.

As for battery life, Rokid Glasses feature a 210 mAh internal battery, which the company says will offer 8–10 hours of mixed use, 5–6 hours of music, 2 hours of always-on display, and 45 minutes of “intensive recording.” A 3,000 mAh charging case is available in some tiers, or as a stretch goal provided the campaign reaches $1 million.

What’s more, the 49 gram smart glasses also feature a magnetic clip-on frame design for prescription lenses, which Rokid is supplying in its $519 backer tier.

Image courtesy Rokid

We haven’t gone hands-on yet, although Tyriel Wood previewed an early unit (seen below) that suggests Rokid Glasses are indeed the real deal. As it is, Rokid is an established name in AR, having delivered multiple devices over the years following its founding in 2014.

Notably, shipping for Rokid Glasses is estimated for November 2025, which could leave some space before year’s end for other creators to announce their own competitors in the space.

Events to watch out for include is a rumored follow-up to Samsung Unpacked (reportedly on September 29th) and Meta Connect (September 17th). Its uncertain when Google and its eyewear partners hope to unveil the first slate of Android XR glasses, coming from Warby Parker, South Korea’s Gentle Monster, and ostensibly Google themselves.

In the meantime, you can learn more about Rokid Glasses over on the Kickstarter campaign, which goes until October 10th.

Filed Under: AR Development, News, XR Industry News

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