Meta and EssilorLuxottica are potentially set to double the expected production target for their smart glasses, according to a recent Bloomberg report.
Citing people familiar with the matter, the report maintains Meta has suggested increasing annual capacity to 20 million units by the end of 2026, as the company hopes to seize growing consumer interest in smart glasses.
Additionally, the report maintains that, provided demand is strong, capacity could exceed 30 million units. Talks are said to still be ongoing, Bloomberg says.
Ray-Ban creator EssilorLuxottica noted in February 2025 that it was ramping up production capacity to 10 million annual units by the end of 2026.
The 10 million figure already represented a significant push past its 2 million units sold following the 2023 release of the first-gen Ray-Ban Meta smart glasses.
Currently, Meta and EssilorLuxottica offer two fundamental smart glasses types: audio-only AI centric frames, styled in both Oakley and Ray-Ban variants, and Meta Ray-Ban Display, which includes a single full-color display embedded in the right lens.
This comes amid news that Meta is pausing the international rollout of the $800 Meta Ray-Ban Display smart glasses, which was set to arrive in the UK, France, Italy and Canada sometime in early this year. The company maintains the pause was due to “unprecedented demand and limited inventory.”
Meanwhile, Meta is laying off around 10 percent of staff at its Reality Labs XR division, according to a New York Times report. The move is seen as a strategic shift, moving focus from VR and its metaverse ambitions to AI and smart glasses.
