Sales of the Ray-Ban Meta smart glasses have more than tripled in the first half of 2025, cementing Meta's dominance in the growing AI wearables market.
While Apple remains quiet on a possible launch of its own AI glasses, Meta and its partner EssilorLuxottica continue to expand their lead. The eyewear giant revealed a 200% rise in Ray-Ban Meta sales, with second-quarter revenue up by over 7% compared to last year.
Smart glasses still represent a small part of both companies' revenue, yet expectations are rising fast. In June, the firms announced a new model -Oakley AI performance glasses -which they hope will match the success of the Ray-Ban line.
Francesco Milleri, EssilorLuxottica's CEO, stated they expect a 'very fast ramp-up' of the Oakley Meta model.
Meta's Ray-Ban glasses have been on the market for nearly two years, but recent updates have added live translation features and visual recognition that allows the glasses to interpret scenes in real time.
A version with an integrated display is rumoured to launch later in 2025, and Meta is also developing a high-end model called Orion.
Apple, meanwhile, appears more focused on mixed reality, with reports of a second-generation Vision Pro and Samsung's Project Moohan, which may follow a similar route. But in the space of everyday wearable AI, Meta currently stands alone-at least until the competition decides to enter the arena.
