RayNeo's 59-Degree AR Glasses Undercut Apple Vision Pro at $260

RayNeo launched the GT series AR glasses with a 59-degree field of view and a 78-gram frame, priced at 1,899 yuan (about $260), and the V4 AI glasses with a 0.2-second voice response at its May 27 event. The company claimed global AR glasses market leadership, challenging Apple, Meta, and others with a lighter, cheaper device.

The AR glasses market is moving away from bulky premium headsets toward daily-wearable devices. RayNeo's GT series splits the difference between the high-end Apple Vision Pro (100-degree FOV, over 600 grams, $3,499) and basic smart glasses like Meta's Ray-Ban Stories (no display). A 59-degree FOV is enough for navigation, notifications, and simple overlays. At 78 grams, users can wear the GT series for extended periods without fatigue. The $260 price is roughly 13 times less than Apple's premium headset.

The V4 AI glasses target a different use case: hands-free voice interaction. The 0.2-second response time addresses a common pain point with earlier smart glasses, where voice latency made commands feel sluggish. An IP rating adds weather resistance, allowing outdoor use in light rain. RayNeo is betting that low latency plus durability at a similar price point to Meta's Ray-Ban Stories will attract users who want AI assistance without a full display.

RayNeo's global leadership claim is hard to verify without audited shipment data. Third-party research firms like IDC and Counterpoint typically rank Xreal (formerly Nreal) as the top consumer AR seller. RayNeo benefits from its parent company, TCL Technology Group, which gives it access to display and supply chain resources that smaller rivals lack. The two-product strategy covers both the AR-overlay niche (GT series) and the AI-assistant niche (V4), allowing RayNeo to address two segments under one brand.

For investors tracking the AR supply chain, RayNeo's push signals that the market is favoring lighter, cheaper components. Suppliers of micro-OLED displays, waveguide optics, and voice-processing chips could see increased orders if RayNeo ramps volume. Companies like Apple (AAPL) face pressure to adapt their Vision Pro strategy toward a more affordable model. Meta's Ray-Ban Stories line may need to add a display to stay competitive. An internal link to Apple's profile gives traders a direct reference for comparing valuation and product cycles: Apple (AAPL) profile.

The next test for RayNeo is whether the spec sheet translates into real consumer adoption. Early third-party teardowns and user reviews will appear within two to four weeks after the May 27 launch. Volume shipments and positive feedback on voice accuracy and battery life would confirm that RayNeo's leadership claim has substance. A weak reception would leave the claim as marketing. Either way, the launch sets up a six-month window for RayNeo to prove it can scale.