If demand continues to grow, they could boost the capacity to 30 million, Bloomberg reported Tuesday (Jan. 13), citing unnamed sources.
The companies have not yet decided whether to boost production, according to the report.
Neither Meta nor EssilorLuxottica immediately replied to PYMNTS’ request for comment.
Meta said on Jan. 6 that it was pausing its planned global expansion of the smart glasses to the United Kingdom, France, Italy and Canada due to “unprecedented demand and limited inventory” in the United States.
“Meta Ray-Ban Display is a first-of-its-kind product with extremely limited inventory,” the company wrote in a blog post. “Since launching last fall, we’ve seen an overwhelming amount of interest, and as a result, product waitlists now extend well into 2026.”
Meta unveiled the Meta Ray-Ban Display in September. These artificial intelligence-powered smart glasses feature a built-in screen that can display text messages, video calls, photos and the results of queries to Meta’s AI service.
“This isn’t about strapping a phone to your face,” the company said when introducing the product. “It’s about helping you quickly accomplish some of your everyday tasks without breaking your flow.”
PYMNTS reported in February 2025 that a new wave of next-generation smart glasses had emerged. These devices are encased in traditional frames of various styles, so users don’t look out of place in public, but they carry serious electronics to power AI capabilities like online searches and translations.
Meta, several other tech giants and about a dozen smaller companies are betting on smart glasses to be the next popular connected wearable, the report said.
It was reported Thursday (Jan. 8) that smart glasses maker XReal raised $100 million and is now valued at over $1 billion. XReal announced Jan. 6 that it extended its strategic partnership with Google, was named a lead hardware partner for the Android XR ecosystem, and will collaborate with Google to bring the Android XR operating system to wired XR glasses and other optical-see-through devices.