速递 | 谷歌奇袭Meta！抢夺雷朋AI眼镜合作，AI眼镜出货量预计数百万台

Meta's Investment in EssilorLuxottica - Meta plans to invest billions of euros to acquire approximately 5% of EssilorLuxottica, a European eyewear giant valued at €88 billion [2] - Meta has already collaborated with EssilorLuxottica on two generations of Ray-Ban smart glasses [2] - Google has also approached EssilorLuxottica to integrate its Gemini AI assistant into future smart glasses, potentially disrupting Meta's partnership [2] EssilorLuxottica's Market Performance - EssilorLuxottica's stock price has risen only 7% over the past year, underperforming compared to its European blue-chip peers [2] - Global inflation and rising costs have been negatively impacting EssilorLuxottica's profit margins [2] Smart Glasses Market Dynamics - Meta Ray-Ban smart glasses have seen higher sales in recent months compared to the first-generation models [3] - Smart glasses shipments could reach millions of units in the coming years based on current growth rates [3] - Meta's partnership with EssilorLuxottica is crucial for its long-term metaverse vision, leveraging the latter's expertise in eyewear manufacturing [3] Technological Advancements in Smart Glasses - The second-generation Meta Ray-Ban smart glasses offer significant upgrades, particularly in hands-free camera functionality and audio quality [4] - AI technology, especially Google's Gemini AI assistant, is seen as a key driver for future smart glasses development [4] - Google has shifted from hardware to a software licensing strategy for smart glasses, accelerating its efforts in this space [4] Strategic Decisions for EssilorLuxottica - EssilorLuxottica faces a strategic decision on whether to align closely with Meta or serve as a supplier to multiple tech companies entering the smart glasses market [4] - Meta is unlikely to lose its partnership with EssilorLuxottica, as Mark Zuckerberg views this collaboration as essential for the widespread adoption of AR glasses by the end of the decade [4] Historical Context - Google previously collaborated with Luxottica (before its merger with Essilor) during the early days of Google Glass, which ultimately failed [5]