Meta's new Oakley HSTN smart glasses boast a massive leap in performance, doubling the battery life of the previous generation.
In this analysis, we cover:
► The Technical Imperative: Why Meta needed a next-generation battery to double the runtime to 8 hours while adding power-hungry features like a 3K camera.
► The "Perfect Fit" Supplier: How Enovix's unique silicon anode technology is the ideal solution for the high energy density required.
► The "Breadcrumb Trail": Deconstructing the specific language in Enovix's press releases and SEC filings that points directly to Meta as their unnamed "Silicon Valley AI leader" partner.
► Synchronized Timelines: Aligning Enovix's manufacturing milestones with the Oakley glasses' launch schedule, revealing a lock-step partnership.
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