EssilorLuxottica and Applied Materials have signed a long-term joint development agreement, which the companies say will accelerate the commercialization of next-gen optical systems for AR and AI-powered smart glasses.
EssilorLuxottica has been a close partner with Meta over the past five years, having released multiple generations of Ray-Ban Meta smart glasses in addition to its first pair of display glasses, Meta Ray-Ban Display.
Now the Franco-Italian eyewear brand announced it’s partnering with Applied Materials, the US-based semiconductor equipment giant, to scale optics for consumer AR and smart glasses of the near future.
Details of the partnership are still thin on the ground, however the companies are slated to collaborate on R&D at a dedicated lab located on Applied Materials’ Silicon Valley campus, which is said to focus on advanced optical technologies, including waveguides, adaptive lens systems, and materials innovations.
“Designing, building and scaling next-generation smart glasses will require deep collaboration across the technology ecosystem,” said Gary Dickerson, President and CEO of Applied Materials. “By bringing together Applied Materials’ leadership in photonics and materials engineering with EssilorLuxottica’s expertise in lenses and smart eyewear, we are accelerating the development and commercialization of advanced display smart glasses that can create entirely new user experiences.”
Note: In general, waveguides are important because they allow for a lightweight, glasses-like form factors and transparent lenses, which come in contrast to birdbath optics, which tend to allow for a larger field-of-view (FOV), higher image quality, and greater optical efficiency, but at the cost of being bulkier overall and less discrete.
On the flipside, today’s generation of waveguides tend to suffer from lower light efficiency, requiring brighter, more energy-hungry source displays. They also tend to have a lower FOV than birdbath optics (see: XREAL Aura) and a smaller eyebox.
While still unconfirmed, optics manufacturers SCHOTT and Lumus are widely thought to be the manufacturers behind Meta’s Ray-Ban Display glasses. It’s unclear at this time whether this means EssilorLuxottica is looking to develop its own AR hardware relationships separate from Meta, although the competitive landscape is rapidly changing.
In late 2024, EssilorLuxottica and Meta announced they were extending their smart eyewear partnership to 2030, however since then Google announced it was partnering with a cadre of companies, including Samsung, as well as eyewear brands Gentle Monster, Warby Parker, and Kering.
And as the first wave of Android XR-clad smart glasses are expected to release sometime later this year, Apple is also reportedly working on its own smart glasses, as the company has allegedly accelerated its efforts amid a wider push for AI wearables.
More recently, Snap unveiled its first consumer pair of AR glasses, the sixth-gen Snap Specs, which are set to release sometime this fall for $2,200. The latest Snap Specs are said to feature a 51-degree FOV, although we’re still hoping to not only demo the company’s next big bet on AR, but also see the full specs sheet, which ought to include info on some outlying basics, such as resolution, brightness, and refresh rate.
To learn more about the difference between smart glasses and AR glasses, check out our handy primer.
