智通财经网·2026-01-14 01:59Group 1 - Meta is collaborating with EssilorLuxottica to double the production of AI-enabled Ray-Ban smart glasses by the end of 2026, aiming for a target of 20 million units or more by the end of this year, with potential to increase to over 30 million units [1] - Currently, EssilorLuxottica produces 10 million pairs of Ray-Ban glasses annually, highlighting Meta's commitment to increasing investment in artificial intelligence and confidence in the adoption of smart glasses [1] - Meta plans to delay the international expansion of Ray-Ban smart glasses due to "limited inventory" and "unprecedented demand," while also cutting 10% of its metaverse staff to reallocate resources towards augmented reality (AR) and AI development [1] Group 2 - Meta aims to enhance its competitive edge in the smart glasses market over Google, which is investing $150 million in Warby Parker to develop all-day wearable smart glasses, set to launch this year with a product line including audio and display glasses [1] - Despite the ambitious production goals, the news has had a limited positive impact on Meta's stock price, with market speculation that Google will follow suit with aggressive production targets [2]