Sales Surpass 2 Million: Decoding the Ray-Ban Meta Smart Glasses Supply

March 6, 2025, 16:31, Guangdong

The "Battle of a Hundred Lenses" is heating up, with reports indicating that tech giants like Apple, Amazon, Samsung, Xiaomi, and Huawei are planning to enter the fray, viewing this as a crucial product expansion.

Since its release in October last year, Ray-Ban Meta Glasses have sold over 2 million units globally. However, their true sales potential is even greater—Mark Zuckerberg has mentioned on several occasions that demand for the product is higher than expected, leading to sold-out scenarios for many styles, leaving users with only the basic black option.

To provide insight into this success, 潮电智库 has visited the AI glasses industry chain and disassembled the supply chain of the Ray-Ban Meta. The ODM vendor comes from EssilorLuxottica, a leader in the optical and sunglasses market. The PCBA solution is provided by Longji Technology, a long - time partner of Meta. The glasses feature Qualcomm's AR1 Gen1 main controller chip and Wi - Fi chip, known for their performance in AR devices. The battery suppliers for the glasses and charging case are Desai Battery and Feimaolei Energy, respectively. Goer Microelectronics supplies the MEMS silicon microphones, while Longying Precision provides the hinges. Shunyu Optics supplies the optical camera modules and lenses, Sony provides the camera chips, and Baiwei Storage supplies the storage chips.

Moving forward, 潮电智库 will also visit and disassemble the supply chains of other AI glasses products, such as the Shanji AI Paipai Mirror, Xiaomi AI Glasses, and Rayneo V3.

With the rise of AI smart glasses, the industry is witnessing a new direction for development, with the potential to change consumer usage habits and the eyewear industry landscape. The success of Ray-Ban Meta also offers new ideas for the upgrade of the entire eyewear industry. As AI large models land on smart glasses, they will inevitably bring about greater ecological integration and prosperity across technological fields.

In light of this, the 2025 smart wearable industry event hosted by 潮电智库, themed "AI+ Convergence, Intelligent Vision," aims to gather elites from the wearable device产业链 (industry chain), internet, and AI glasses sectors to jointly explore the future development of smart wearables. Through face-to-face exchanges, participants will grasp and embrace the opportunities in the AI glasses ecosystem.

: https://markets.businessinsider.com/news/stocks/meta-has-vision-of-higher-sales-for-life-affirming-ai-smart - glasses - 1034370602

: https://www.digitimes.com/news/a20250204PD209/meta - smart - glasses - google - supply - chain - 2025.html