Meta Platforms(US:META) Mei Ri Jing Ji Xin Wen·2026-01-16 09:49Core Insights - Meta has suggested that EssilorLuxottica SA increase the annual production capacity of its AI glasses, Ray-Ban, to 20 million units or more by the end of 2026, with discussions for further expansion to over 30 million units if demand is strong [1] - The AI glasses industry is seen as a key area for the application of AI technology, integrating features like voice assistance, real-time translation, and navigation reminders [2] Industry Overview - AI glasses are categorized into three types: 1. Non-camera AI glasses focusing on audio and communication features 2. Camera-equipped AI glasses that offer image capture and recognition capabilities 3. Display-equipped AI glasses (AI+AR) that integrate AR optical display technology for real-time output and gesture recognition [3] - The market penetration of AI glasses is currently very low, with a projected sales distribution in 2024 showing 96% for camera AI glasses, 3% for AR+AI glasses, and 1% for audio AI glasses [3] Market Potential - The AI glasses industry is expected to evolve into an AI+AR ultimate form, potentially replacing smartphones as the next generation of smart platforms, offering advantages such as enhanced user experience and immersive interaction [4] - The global market for AI glasses is projected to grow significantly, with shipments expected to rise from 9.93 million units in 2025 to 86.9 million units by 2030, corresponding to a market size increase from 19.7 billion yuan to 161.2 billion yuan, reflecting a compound annual growth rate of 50% [10] Competitive Landscape - Major companies are entering the AI glasses market, with notable product launches including: - Baidu's Xiaodu AI glasses, featuring first-person perspective photography and various smart functions [5] - Huawei's Smart Glasses 2, designed with a stylish aesthetic and advanced translation capabilities [5] - Xiaomi's AI glasses, which support video calls and live streaming [5] - Meta's new AR+AI glasses, marking a significant breakthrough in the field [6] Investment and Development Trends - The AI glasses sector is experiencing rapid investment, with state-owned capital leading the way, and 14 financing events reported in 2024, with nearly 80% from state-owned sources [7] - The industry is characterized by a value chain that includes upstream core components, midstream manufacturing, and downstream branding, with a "smile curve" distribution of value [8] - Companies like Songyuan Technology and Mingyue Lens are positioned to benefit from the growth in AI glasses, with advancements in chip design and optical components [11][12]