Meta readies two new Ray-Ban AI glasses
Meta and its hardware partner EssilorLuxottica are preparing to launch the next generation of Ray-Ban AI glasses, following recent Federal Communications Commission (FCC) filings that revealed details on two new models. The documents, identified as production units, suggest an imminent release, mirroring the timeline of Meta's second-generation launch in late 2023. While specific designs remain undisclosed due to redactions, the filings introduced marketing names for the devices as RayBan Meta Scriber and RayBan Meta Blazer, with the latter offered in regular and large sizes. The filings highlight significant technical upgrades. The Scriber and Blazer models carry model numbers RW7001 and RW7002, a substantial increase from the RW4000 series used by previous generations. This jump indicates the potential adoption of newer chipsets. Furthermore, the devices utilize the Wi-Fi 6 UNII-4 band, a feature designed to improve reliability during high-speed data transfers. This capability is critical for supporting advanced AI functions and high-quality livestreaming, which rely on consistent live video transmission. A charging case is also confirmed as part of the standard accessories, maintaining the portability that defined earlier models. Financial performance underscores the strategic importance of these devices. Ray-Ban AI glasses sold over seven million units last year alone, with combined sales for 2023 and 2024 reaching two million units. Driven by this success, EssilorLuxottica aims to expand annual manufacturing capacity to between 20 and 30 million units by the end of the year. Meta has further solidified its commitment to this sector by expanding its partnership with EssilorLuxottica in 2025 to include Oakley-branded AI glasses and the first Ray-Ban Display model featuring an integrated monocular display. During a recent earnings call, Meta CEO Mark Zuckerberg emphasized that these glasses are among the fastest-growing consumer electronics in history, with sales more than tripling last year. He stated that the company is directing the majority of Reality Labs investment toward glasses and wearables. This focus marks a significant shift in Meta's priorities, accompanied by substantial reductions in its virtual reality division. Earlier this year, the company laid off 1,000 Reality Labs employees, closed several VR game studios, and announced additional job cuts. Although Meta initially planned to shut down its Horizon Worlds metaverse project, it reversed that decision following strong user advocacy. Despite these reductions in the VR sector, the company remains committed to expanding its presence in the AI-powered eyewear market, positioning its upcoming Ray-Ban iterations as central to its future growth strategy.
