Meta Considers Boosting Ray-Ban Meta Production

Meta and EssilorLuxottica are reportedly considering doubling Ray-Ban Meta smart glasses production from 10 million to 20 million units by the end of the year, and could expand to 30 million if demand grows, Bloomberg reported Jan. 13 citing unnamed sources. Meta paused planned international launches on Jan. 6 due to "unprecedented demand" and U.S. waitlists extending into 2026, highlighting constrained inventory.
Key Points
- 1Reports indicate Meta and EssilorLuxottica may double Ray-Ban Meta production to 20 million by year-end.
- 2Highlights extremely strong demand; U.S. waitlists extend into 2026, forcing paused international expansion.
- 3Signals supply-chain and manufacturing partners should scale capacity and inventory planning immediately.
Scoring Rationale
Strong industry relevance and actionable supply-chain implications, limited by unnamed Bloomberg sources and absence of official confirmation from the companies.
Sources
Public references used for this report.
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