Over 1 million models of the Ray-Ban Meta glasses had been offered in 2024, Mark Zuckerberg reportedly advised employees at the moment.
The Ray-Ban Meta glasses begin at $300, with polarized fashions supplied for $330 and transition lens fashions for $380. Which means 1 million models represents over $300 million in income. However what’s nonetheless not publicly identified is how a lot of this goes to Meta versus how a lot goes to EssilorLuxottica, the corporate behind the Ray-Ban model.
The revelation comes from an all-hands Meta assembly leaked to The Verge.
For comparability, the earlier era, known as Ray-Ban Tales, offered lower than 300,000 models in 16 months, a memo leaked to The Wall Road Journal revealed. As one other level of comparability, the achievement unlocked when finishing the combined actuality demo expertise First Encounters means that Meta has offered at minimal 2 million Quest 3 and Quest 3S headsets. Word that enjoying the demo requires allowing the headset to 3D scan your room.
In accordance with the leaked assembly transcript, Zuckerberg went on to muse as as to whether the subsequent era of the glasses would possibly obtain two instances or 5 instances the gross sales quantity:
“Loads of the massive hit merchandise of their third era reached 5 to 10 million models”
“So I believe one of many questions for us is, are we going to go from 1 million this yr to 2 million? Are we going to go from 1 million to five million?”
Following this, Zuckerberg apparently identified that different tech giants will launch opponents, telling employees that till then Meta ought to take the chance to develop its good glasses as quick as attainable.
“We mainly invented the class and our opponents haven’t actually proven up but and they’re going to”
“I believe we’ll in all probability begin seeing a few of that perhaps just a little later this yr, perhaps subsequent yr. However we simply have this extensive open area proper now to run and mainly introduce as many individuals as attainable to Meta AI glasses and we must always take that chance.”
Samsung reportedly plans to launch a competitor with Google’s Gemini AI, later this yr or early subsequent yr, whereas Apple is reportedly exploring releasing its personal in 2027. In the meantime, round a dozen startups and smaller corporations confirmed off related good glasses at CES 2025.
Samsung Reportedly Plans Ray-Ban Meta Competitor With Google AI
Samsung is reportedly engaged on a Ray-Ban Meta glasses competitor with Google Gemini AI.
Apple Exploring Releasing Sensible Glasses In 2027
Apple appears to be exploring making good glasses, and reportedly might ship a product in 2027.
For this yr, Meta plans to aggressively market the Ray-Ban Meta glasses, beginning with Tremendous Bowl adverts that includes Chris Pratt and Chris Hemsworth subsequent week.
Close to the tip of this yr, Meta and EssilorLuxottica reportedly plan to launch Oakley Meta glasses, and Meta plans to launch extra superior good glasses with a heads-up show (HUD), the next finish product that would reportedly be priced round $1000 and include the corporate’s long-in-development neural wristband.
Meta’s CFO Susan Li indicated to traders yesterday that these plans will lead to notably elevated prices for its Actuality Labs division, because it tries to push good glasses into the mainstream. With this, Meta will quickly discover out whether or not displayless digicam glasses with AI actually have mass market attraction, or whether or not not less than some augmented actuality performance might be required to make glasses a significant a part of its enterprise.
