Meta Platforms(US:META) 智通财经网·2026-01-07 07:42Core Insights - Meta Platforms is delaying the international expansion of its "Ray-Ban Display" AI smart glasses due to inventory constraints and unprecedented demand in the U.S. market [1][4] - Mark Zuckerberg is betting on AI smart glasses as the "AI entry point" in the post-smartphone era, aiming to challenge Apple's dominance in consumer electronics [2][3] - The "Ray-Ban Display" smart glasses have become a milestone in Meta's vision for integrating AR and AI technologies [2][4] Group 1: Product and Market Dynamics - The "Ray-Ban Display" AI smart glasses have generated significant consumer interest, leading to a waitlist extending to 2026, prompting Meta to pause its planned international rollout [4][5] - The smart glasses feature dual 12 MP cameras, audio capabilities, and an integrated AI assistant, designed to operate hands-free and provide real-time interaction [5][6] - The glasses are positioned as a more advanced option compared to competitors, combining mainstream eyewear design with true display and input capabilities [6] Group 2: Industry Trends and Projections - The global smart glasses market is expected to see a 210% year-over-year increase in shipments in 2024, with AI smart glasses accounting for approximately 78% of total shipments in the first half of 2025 [11] - The market is shifting focus from audio-centric smart glasses to those that incorporate multi-modal perception and AI capabilities, indicating a significant growth trajectory for AI smart glasses [11] - Counterpoint forecasts a 60% year-over-year growth in the overall smart glasses market from 2025 to 2029, driven by the introduction of AI smart glasses by leading smartphone manufacturers [8][11]