Meta拟将Al眼镜产能翻倍，行业进入快速发展期

Group 1 - Meta is discussing increasing annual production capacity of Ray-Ban Meta smart glasses to 20 million units or more by the end of 2026, driven by steady sales growth [1] - EssilorLuxottica, the world's largest eyewear manufacturer, is close to achieving its goal of producing 10 million pairs annually by the end of 2026 [1] - Jianghai Securities predicts a 1.3% year-on-year growth in global AR market shipments in the first half of 2025, while VR and MR shipments are expected to decline due to product release and shipment pace [1] Group 2 - The smart glasses industry is anticipated to enter a rapid development phase, supported by AI technology, supply chain optimization, advancements in optical solutions, and the involvement of major players in ecosystem building [1] - Company Biyi Co., Ltd. is establishing an AR glasses assembly line in the Sino-Italian Smart Home Industrial Park [1] - Crystal Optoelectronics has a long-standing technological layout in the AR glasses field, forming a comprehensive strategy [1]