Reality Labs 添加「可穿戴设备」业务

来源：元宇宙日爆

Source: Won-Cosmos Day Explosion.

Reality Labs的持续亏损让Meta的元宇宙之路走得比SpaceX “登火星”还难，大刀阔斧的改革还在继续。

The continuing loss of Reality Labs has made it more difficult for Meta's meta-cosmos route than SpaceX, “Ring to Mars”, and the radical reforms continue.

近日，Meta宣布对负责元宇宙和虚拟现实业务的Reality Labs重大重组，将其拆分为“元宇宙”和“可穿戴设备”业务两个部门。未来的规划也分为两部分，元宇宙部门专注研发 Quest系列的的头戴式VR产品，可穿戴设备部门将发力智能眼镜类产品。

Recently, Meta announced a major reorganization of Reality Labs, which is responsible for the meta-cosm and virtual reality business, divided into two sectors: the meta-cosm and the wearable equipment business. The future plan is also divided into two parts, with the meta-cosm department focusing on the development of the Quest series of head-dressing VR products, and the equipment-capable sector will be able to wear dynamic smart glasses.

调整后的Meta提升了可穿戴设备在内部业务上的权重，公司CTO Andrew Bosworth 强调，Meta推出的Ray-Ban Meta智能眼镜市场反响热烈，“比预期成功得多”。

adjusted Meta raises the weight of wearing equipment in its internal business, and CTO Andrew Bosworth stresses that the market for Ray-Ban Meta's smart glasses, launched by Meta, has been a much more successful market than expected.

这款智能眼镜的销量让Meta看到了AI给XR硬件带来的增色，尝到甜头后快速将其塞入Reality Labs的建制中，渴望能借助AI新硬件的研发扭转该部门的亏损现状。

The sale of

Meta的元宇宙业务部门Reality Labs又是“接连两个季度亏损”。 今年一季度，Reality Labs同比增长30%，但仍然亏损38.5亿，上一季度则是35亿美元。据估算，自2019年以来，Reality Labs累计亏损已超500亿美元（折合人民币约3500亿元）。

Reality Labs, the meta-cosm business department of Meta, is again “two consecutive quarterly losses.” In the first quarter of this year, Reality Labs increased by 30 per cent over the same period, but still lost $3.85 billion, compared to $3.5 billion in the previous quarter. Since 2019, Reality Labs has been estimated to have lost more than $50 billion in accumulated losses (approximately 350 billion renminbi).

Reality Labs的接连亏损让Meta的元宇宙愿景阴霾不散，不仅承受着来自内部的运营压力和股东质疑，也让扎克伯格的元宇宙之梦遭受外界调侃。

The successive losses of Reality Labs kept Meta's vision of the meta-cosmos clouded, not only by internal operating pressure and shareholder questioning, but also by the outsiders of Zuckerberg's dream of the meta-cosm.

不断裁员后，针对 Reality Labs的改革仍在继续，该部门将迎来重大重组，原有部门被拆分为负责Quest头显产品线、社交平台Horizon以及相关技术的“元宇宙部门”，以及涵盖Meta的其他软硬件产品、包括与Ray-Ban合作智能眼镜的“可穿戴设备”部门。

Following the continuing downsizing of , the reform of Reality Labs is continuing and the sector will be undergoing a major restructuring process, with the former sector being split into a “metacoscopic sector”, which is responsible for the Quest headlines, the social platform Horizon and related technologies, and other hardware and software products covering Meta, including the “fashionable equipment” sector, which is working with Ray-Ban's smart glasses.

这是Meta自2020年更名以来的最大规模重组。

is the largest reorganization of Meta since its change of name in 2020.

Meta的CTO Andrew Bosworth在发给员工的内部备忘录中说明了此次重组的目的：公司继续致力于MR和元宇宙的发展，希望通过 Meta AI 创造更加集成的产品体验。

The purpose of the reorganization was described in an internal memorandum sent to the staff by CTO Andrew Bosworth of Meta: the company remains committed to the development of the MR and the meta-cosm and hopes to create a more integrated product experience through Meta AI.

从Andrew Bosworth的内部信可见，智能眼镜、可穿戴设备、AI成为关键词。而Quest系列头显、元宇宙社交平台Horizon等Reality Labs的传统业务线不再突出。

, as can be seen from Andrew Bosworth's in-house letters, smart glasses, wearable devices, and AI become keywords. The traditional lines of business of Reality Labs, such as the Quest series of headlines, the Horizon social platform of the meta-cosmos, are no longer prominent.

现实也的确如此，新一代Meta MR头显Quest3的出货量已经下调。

The same is true of the reality of

去年10月，关注XR硬件市场的天风国际分析师郭明錤指出，Quest3在2023年的最初预估出货量为700万台以上，但因预期需求疲软，故将2023年出货预估为200–250万台，而2024年出货量则约100万台。

In October last year, Skywind International Analyst Guo Mingjun, who focused on the XR hardware market, noted that Quest3 had initially estimated more than 7 million shipments in 2023, but due to weak expectations, it was estimated that between 2 and 2.5 million deliveries in 2023 and about 1 million in 2024.

面对现实，Meta不得不为Reality Labs找到新的出路。扎克伯格就曾表示，元宇宙的愿景太大，他预计Reality Labs在2030年才能实现盈利，目前这个部门的存在被视为“对未来规划的长期投资”。

In the face of reality, Meta had to find a new way out for Reality Labs. Zuckerberg had said that the vision of the meta-cosmos was too big, that he expected Reality Labs to be profitable by 2030, and that the presence of the sector was now seen as “a long-term investment in future planning”.

如今，可穿戴设备作为一个新的业务添加到了Reality Labs中，很大原因AI智能硬件释放出了潜在的盈利点，Bosworth在备忘录中透露，Meta推出的Ray-Ban Meta智能眼镜市场反响热烈，“比预期成功得多”。

is now added to Reality Labs as a new business, due in large part to AI's release of potential profit points. Bosworth states in his memo that the Ray-Ban Meta smartglass market, launched by Meta, has been a much more successful market than expected.

这意味着，这款新硬件带来的收入能直接收窄Reality Labs的亏损。

means that the revenue generated by this new hardware will directly absorb the loss of Reality Labs.

“可穿戴设备”并不新鲜，但加上“智能”二字，就不得不提AI为硬件功能带来的提升。Bosworth提到的Ray-Ban Meta智能眼镜销量可观，很大程度上也是得益于AI的加持。

is not new, but with the word "intelligent" it is necessary to mention the improvements that AI brings to hardware functions. Ray-Ban Meta, mentioned by Bosworth, has a significant sales of smart glasses, which in large part also benefit from AI's support.

这款眼镜的第一代产品Ray-Ban Stories发布于2021年9月，到2023年2月，也才累计售出30万副，月活只有2.7万，不到售出总量的10%。

The first generation of these glasses, Ray-Ban Stories, was released in September 2021, and in February 2023, only 300,000 were sold, and the monthly living was only 27,000, less than 10 per cent of the total.

Meta加入合作后的2023年9月，Ray-Ban Meta与VR头显Meta Quest 3一同亮相，仅2023年Q4 的出货量就超过30万副，几乎赶上了第一代的全周期销量。外媒The Verge预测，这款产品的销量可能已经突破100万副。

In September 2023, after Meta joined the partnership, Ray-Ban Meta and VR's head, Meta Quest 3, showed more than 300,000 deliveries in 2023, almost catching up with the first generation's full-cycle sales. The foreign agent The Verge predicts that sales of this product may have passed by 1 million.

而同时发布的Meta Quest3销量表现则不及预期。RoadToVR统计了去年黑色星期五期间（时间周期一个月）亚马逊平台Quest2和Quest3的销量表现，其中两者共计销量约24万台，Quest2销量占比为70.2%，远高于Quest3。

and simultaneous sales of Meta Quest3 show less than expected. RoadToVR recorded sales performance during last year's black Friday (one month of time cycle) of the Amazon platform Quest2 and Quest3, with a total sales volume of about 240,000 and a sales ratio of 70.2% of Quest2, far higher than Quest3.

Meta也在博客文章提到，Ray-Ban Meta这款产品取得了超预期的市场表现，“眼镜的销售速度比我们的生产速度还要快”，目前团队正着手推出更多新款式。

Meta also writes in a blog article that Ray-Ban Meta has achieved an unexpected market performance, “the sale of glasses is faster than our production”, and the team is now working on introducing more new formulas.

与第一代相比，Ray-Ban Meta从外表几乎看不出变化，这场翻身仗打赢了，还真是AI带来的助力。

Ray-Ban Meta can hardly see the difference from the outside, compared to the first generation, and it's really the help of AI to win the war.

在硬件功能上，Ray-Ban Meta来了个全方位升级，包括摄像头、存储空间、扬声器、麦克风、待机时长以及自身重量等等。

on hardware functionality, Ray-Ban Meta has come up with a full-scale upgrade, including cameras, storage space, speakers, microphones, wait-for-engine and weight.

但这些都是现有硬件的优化，真正带来功能突破的，还得是2023年4月引入的AI功能。“Hey Meta”语音指令可以直接唤醒Ray-Ban Meta的AI助手，进而让眼镜完成物体识别、实时翻译、咨询天气等功能。

, however, these are the improvements in the hardware available, which actually lead to a functional breakthrough, and the AI feature introduced in April 2023. The "Hey Meta" voice command can directly awaken Ray-Ban Meta's AI assistant, thereby enabling glasses to perform object recognition, real-time translation, consulting weather, etc.

Meta正在以“+AI”的方式为它的元宇宙大计续命。不只是Ray-Ban Meta智能眼镜，今年6月2日，Meta的整个AI部门也来了一次重组，原Facebook AI研究院FAIR并入了Reality Labs。

Meta is continuing in the way of +AI for its meta-cosmos. Not only are Ray-Ban Meta smart glasses, on June 2, this year, the entire AI department of Meta was restructured and the former Facebook AI Academy FaIR was integrated into Reality Labs.

FAIR可以说是AI领域备受关注的明星实验室之一，由深度学习先驱Yann LeCu（卷积神经网络的创造者和图灵奖获得者）在2013年组建。该实验室在深度学习框架领域的影响力几乎遍布整个生态。

FAIR can be said to be one of the star laboratories of interest in the AI field, founded in 2013 by the in-depth learning pioneer Yann LeCu (the creator of the rolling neural network and the Turing Prize winner). The influence of the laboratory in the area of the in-depth learning framework is almost all over the ecology.

如果说XR硬件是人类进入元宇宙的躯体支撑，那么AI就是大脑。研究AI的FAIR不仅让开发硬件的Reality Labs搭上了AI风口，也将从功能上直接为Meta的虚拟现实硬件增加智能性。

If XR hardware is the body support of humans entering the meta-cosm, AI is the brain. The study of AI's FAIR not only brings the development of hardware to the A.R. Labs, but also increases intelligence from a functionally direct virtual reality hardware for Meta.

Andrew Bosworthy已经放话，要“用人工智能构建整个Meta”。

Andrew Bosworthy has spoken about “building the entire Meta with artificial intelligence”.