Meta is reportedly in talks with EssilorLuxottica to nearly double annual production of its Ray-Ban smart glasses to 20 million units by year's end. This surge follows overwhelming consumer demand that forced Meta to delay the international launch of its Ray-Ban Display glasses. The move aims to address severe inventory shortages that have plagued the product since its launch.

The increased output would help Meta solidify its dominant 73% share of the global smart glasses market. For consumers, this could mean reduced wait times and broader international availability. The push comes as Meta's Reality Labs division, which oversees AR and VR, recently cut 1,500 jobs, signaling a strategic shift toward establishing smart glasses as a mainstream category.

EssilorLuxottica is already working to meet its own 10 million unit target for 2026, but surging demand is forcing both partners to accelerate plans. While neither company has confirmed the reports, the potential production boost reflects Meta's ambition to make smart glasses as essential as smartphones. The industry will be watching how this scaling effort impacts pricing and innovation in the coming year.