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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 175.32+0.3%3:59 PM EST

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Dr. John
Lance Bredvold
From: sbfm9/19/2025 8:12:47 AM
2 Recommendations   of 196857
 
Not vouching for accuracy here - but this is Google AI on the newest Meta glasses release and QCOM's role.

"Qualcomm chips are used in Meta's latest smart glasses. The different models released in September 2025 utilize the Qualcomm Snapdragon AR1 Gen1 processor or an upgraded version. This continues a partnership where Qualcomm also supplies chips for Meta's Quest VR headsets.
Latest Meta glasses with Qualcomm chips
At the September 2025 Meta Connect event, the company unveiled its new lineup of smart glasses, all featuring Qualcomm chips:
  • Ray-Ban Meta Display: These premium glasses, which include a built-in heads-up display in the right lens, are powered by a Qualcomm Snapdragon AR1 Gen1 processor.
  • Ray-Ban Meta (Gen 2): The upgraded version of Meta's classic smart glasses also uses a Qualcomm processor. It features improved cameras, enhanced audio, and longer battery life.
  • Oakley Meta Vanguard: Aimed at athletes, these glasses are also part of the Qualcomm-powered lineup and include features like fitness tracking integration.

Meta's chip strategy
Meta's reliance on Qualcomm is a significant development, as the company previously invested in creating its own custom chips for augmented reality (AR) products. However, as of August 2024, Meta reportedly scaled back these efforts to cut costs, opting instead to use "off the shelf" XR chips from third-party manufacturers like Qualcomm."
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