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HTC Corp

41.80-32.8%1Y · TWD

HTC Corporation designs, manufactures, assembles, processes, and sells virtual reality devices and smart mobile devices in Taiwan and internationally, together with its subsidiaries. Its products include VIVE AI glasses, smartphones, blockchain phones, 5G hub products, and accessories. The company also offers marketing, repair, and after-sales services, human resources management, virtual reality platform software development and promotion, smart mobile device examination and technical consultations, and online and downloadable media services. In addition, it is involved in digital art, application software design and development, medical technology and health care, cloud synchronization technology design and management, and investment activities. HTC Corporation was incorporated in 1997 and is headquartered in Taoyuan City, Taiwan.

Price · split & dividend adjusted
News & notes moving 2498.TW
United StatesTaiwanItaly
Spatial Computing / AR/VRimpact 4

Meta Leads AI Smart Glasses Race as EssilorLuxottica Sells 7 Million Pairs

Meta has taken the lead in the race to build AI-enabled smart glasses, with EssilorLuxottica saying it sold 7 million pairs of AI-enabled glasses in 2025 and Meta growing its smart glasses sales threefold last year. The company recently showed Fortune its growing family of smart glasses at a private demo room at its Menlo Park, California headquarters, including the flagship Ray-Ban Wayfarer camera-enabled glasses with an updated nine-hour battery life, Ray-Bans with a lens display and a neural wristband, new audio-only smart glasses without a built-in camera, new styles including Aviator frames, and prototypes like the Orion augmented reality glasses. Meta on Wednesday also announced a new pair of virtual reality glasses that it says weigh only 100 grams and will ship in the spring for $1,299. Meta's Ray-Ban Display glasses start at $799, its third-generation flagship camera-enabled Ray-Bans cost $449, and the new audio-only glasses start at $349 in the Ray-Ban Clubmaster and Burbank styles. Meta is already facing multiple proposed class-action lawsuits related to its smart glasses, including one alleging it sent some footage captured by the glasses, including highly personal material, to third-party human reviewers for annotation and AI development, allegations Meta disputes. Competitors are trying to win by making privacy central to their designs, with AI startup Even Realities focusing on text-only displays and Taiwan-based HTC Corp.'s Vive Eagle glasses turning off recording if anyone says, Stop recording.
About megatrends
Spatial Computing / AR/VR › AI / AR Smart Glasses ▲Demand
Spatial Computing / AR/VR › VR / MR Headset OEMs ▲Demand
Artificial Intelligence › Edge & On-device AI Silicon ▲Demand
Spatial Computing / AR/VR › Optical & Display Components ▲Demand
Artificial Intelligence › AI Applications & Copilots Competition
Spatial Computing / AR/VR › Micro-Displays (micro-OLED / LCoS / MicroLED) ▲Demand
Spatial Computing / AR/VR › Waveguides & AR Optics ▲Demand
META · Demand · Positive Meta grew smart glasses sales threefold and leads the AI smart glasses race with a broadened product lineup.
META · Regulation · Negative Meta faces multiple proposed class-action lawsuits over smart glasses footage sent to third-party reviewers.
EL.PA · Demand · Positive EssilorLuxottica sold 7 million pairs of AI-enabled glasses in 2025, a concrete product-demand milestone.
2498.TW · Competition · Neutral HTC's Vive Eagle glasses are cited as a privacy-focused competitor, but no financial or sales impact is given.
Even Realities · Competition · Neutral Even Realities is mentioned only as a privacy-focused rival with text-only displays, no concrete impact.
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Fortune·12dRead more →
2498.TW▼

Trump Mobile T1 Phone Falls Short of Original Promises

The Trump Mobile T1 smartphone, now available for $499, is a repurposed version of HTC's two-year-old U24 Pro rather than the made-in-America device originally pitched. The handset runs Android 15 with minimal customization, features a 6.78-inch OLED display, a Snapdragon 7 Gen 3 processor, 512 gigabytes of storage, and 12 gigabytes of memory, but its camera performance is weak and long-term software support is uncertain. Trump Mobile operates as an MVNO on T-Mobile's network with a $47.45 monthly plan, which is less competitive than offerings from Visible, Google Fi, and others. The company has no direct affiliation with the Trump Organization, and there is little evidence the phone is shipping in significant volume.
Trump Mobile · Demand · Negative Trump Mobile's T1 phone falls short of promises, has weak camera, uncertain support, and low shipping volume, indicating poor product demand.
2498.TW · Demand · Negative HTC's U24 Pro is repurposed as Trump Mobile T1, but the phone has weak camera, uncertain support, and low sales volume, reflecting poor demand for HTC's product.
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Bloomberg·111dRead more →