Over 1 million items of the Ray-Ban Meta glasses have been offered in 2024, Mark Zuckerberg reportedly informed workers right now.
The Ray-Ban Meta glasses begin at $300, with polarized fashions provided for $330 and transition lens fashions for $380. Which means 1 million items represents over $300 million in income. However what’s nonetheless not publicly recognized 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 technology, known as Ray-Ban Tales, offered lower than 300,000 items in 16 months, a memo leaked to The Wall Avenue 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. Observe 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 if the following technology of the glasses may obtain two instances or 5 instances the gross sales quantity:
“Numerous the large hit merchandise of their third technology reached 5 to 10 million items”
“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 rivals, telling workers that till then Meta ought to take the chance to develop its sensible glasses as quick as attainable.
“We mainly invented the class and our rivals haven’t actually proven up but and they’ll”
“I believe we’ll most likely begin seeing a few of that possibly slightly later this yr, possibly subsequent yr. However we simply have this large open subject proper now to run and mainly introduce as many individuals as attainable to Meta AI glasses and we should 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 sensible 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.
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For this yr, Meta plans to aggressively market the Ray-Ban Meta glasses, beginning with Tremendous Bowl advertisements 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 sensible 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 buyers yesterday that these plans will lead to notably elevated prices for its Actuality Labs division, because it tries to push sensible glasses into the mainstream. With this, Meta will quickly discover out whether or not displayless digital camera glasses with AI actually have mass market attraction, or whether or not a minimum of some augmented actuality performance will probably be required to make glasses a significant a part of its enterprise.