Overview
- People familiar with the talks told Bloomberg that Meta and EssilorLuxottica are considering expanding annual capacity to roughly 20 million units in 2026 to meet rising demand, though neither company has confirmed the plan.
- EssilorLuxottica is said to be nearing a previously targeted capacity of about 10 million pairs by late 2026, with recent shortages and staggered rollouts highlighting supply constraints.
- CounterPoint Research estimates Meta holds about 73% of the global smart‑glasses market, crediting strong uptake and expanded manufacturing with its Ray‑Ban line.
- HSBC raised its long‑term outlook, projecting 289 million users by the end of the next decade and upgrading EssilorLuxottica shares, while expecting Apple and Google‑backed frames to arrive in 2026–27.
- Early reviews point to practical use cases such as hands‑free POV recording, on‑device AI assistance, open‑ear audio for calls and music, translation features, and accessibility benefits, alongside ongoing privacy and security concerns.