Meta's Shift in VR Strategy: Halting the Horizon Headset Licensing Initiative

Meta has temporarily suspended its initiative to share its virtual reality operating system with external hardware producers. This move would have empowered companies like Lenovo and Asus to develop their VR devices using Meta's technology.

Initially introduced in April 2024, the program aimed to broaden consumer options and expand the developer ecosystem by providing licenses for the Horizon OS—previously known as Quest OS. Mark Zuckerberg, Meta's CEO, had previously articulated that the goal was to establish an open model as the cornerstone for future technology, including the metaverse and VR devices.

At present, Meta is redirecting its efforts to concentrate on cultivating top-notch, proprietary hardware and software in the VR space. According to Johanna Peace, a representative for Meta, the company remains devoted to this approach for the foreseeable future and plans to revisit third-party collaborations as the industry landscape progresses.

Shifts in Meta's Development Timeline

The company has recently postponed the rollout of its mixed reality glasses, known internally as 'Phoenix,' from the latter half of 2026 to early 2027. Meanwhile, Meta is embarking on the development of a forthcoming iteration of its Quest headset. Internal communications hint at potential downsizing in other areas, while Meta reallocates some resources from its Metaverse ventures to artificial intelligence-driven glasses and other wearable technologies.

This strategic pause in licensing reflects Meta's longer-term vision of self-developed innovations over collaborative, third-party engagements, aiming to maintain a competitive edge in the evolving VR market landscape.