Meta Platforms(US:META) 3 6 Ke·2026-01-08 03:02Core Insights - Meta has decided to pause its planned international market expansion for the Ray-Ban Display smart glasses, originally set for early 2026, due to overwhelming demand in the U.S. market [1][3] Group 1: Product Demand and Market Strategy - Since the launch of the Ray-Ban Display in September 2022, the product has received an exceptionally positive market response, leading to demand that exceeds expectations, with waiting lists extending into 2026 and beyond [3][5] - The company will prioritize fulfilling orders in the U.S. market and will reassess its supply and launch strategy for international markets, including the UK, France, Italy, and Canada [5][3] Group 2: Production and Collaboration - Luxottica, the parent company of Ray-Ban, reported that a significant portion of its revenue growth in the third quarter was attributed to its collaboration with Meta on the smart glasses, with plans to increase production capacity to 10 million units by 2026 [5] - Meta is also introducing new features for the smart glasses, including a teleprompter and myoelectric handwriting capabilities, enhancing user interaction [5][6] Group 3: New Features and Partnerships - The new teleprompter feature will allow users to display customizable text cards discreetly in their line of sight, operable via the myoelectric wristband [6] - Users can quickly jot down information on any surface while wearing the wristband, with actions being transcribed into digital format for instant messaging [8] - Meta is collaborating with Garmin to integrate wristband controls into in-car infotainment systems and is working with the University of Utah to explore consumer-grade wearable devices for smart home control [10]