Reports from Korea suggests that Meta is in designing a new AR glasses product, that will be based on microLED panels, replacing the currently-used LCoS displays in the first-generation Meta Ray-Ban Display.
Meta's First-Gen Ray Ban Display, LCoS based
Meta is aiming to release the microLED based AR headset towards the end of 2027. The reports suggest that Meta will utilize microLED backplanes produced at GlobalFoundries.
Meta has been developing microLED technologies for many years. In September 2024, Meta announced the Orion AR headset project, based on microLED microdisplays. It was assumed that Meta uses JBD's microdisplays. The company's latest AI AR headset, as we said above, the Ray Ban Display, uses an LCoS display engine.
We have heard reports claiming that the development based on Plessey's technology and processes did not progress as expected, and Meta has decided to abandon the Plessey project. But in early 2025 it was revealed that these two companies still work together. Meanwhile in August 2025, Plessey was acquired by Haylo VC.
A few weeks ago we reported that Meta might be also collaborating with ams OSRAM on microLED chip supply for microLED microdisplays.
