
"With sales of Ray-Ban Meta frames taking hold, Facebook-owner Meta has suggested increasing annual capacity to 20 million units or more by the end of 2026, said the people, asking not to be named because the deliberations are private. The partners have also discussed going further to establish the capability of producing more than 30 million units, should demand justify such a move, the people said. They cautioned that no decisions have been made."
"The talks underscore Meta's desire to extend its artificial-intelligence strategy into hardware it can control end-to-end, reducing the tech giant's reliance on smartphones produced by competitors. A step-up in output would signal confidence that smart glasses can move beyond early adopters and reach mass-market scale. EssilorLuxottica, which is responsible for manufacturing, is already near its current capacity target of 10 million pairs by the end of 2026, one of the people said."
Meta and EssilorLuxottica are in talks about substantially increasing production capacity for AI-powered Ray-Ban Meta smart glasses, potentially doubling output to 20 million units annually by the end of 2026 and considering more than 30 million if demand warrants. No final decisions have been made and participants requested anonymity. EssilorLuxottica is nearing its current target of 10 million pairs by the end of 2026 and is responsible for manufacturing. The discussions reflect a push to move smart glasses beyond early adopters into the mass market and to give Meta more end-to-end hardware control while reducing smartphone reliance.
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