What's Happening?
Meta is reportedly planning to release up to four new models of smart glasses this year, as part of an aggressive strategy to sell 10 million wearable devices in the latter half of 2026. According to an internal
memo viewed by The Information, authored by Meta Wearable VP Alex Himel, the company is also developing an AI pendant, with testing expected to begin next year. The memo outlines Meta's efforts to expand its AI glasses lineup beyond the current Ray-Ban Oakley models, including more brands, styles, and variants. The company has a partnership with EssilorLuxottica, which has been extended to 2030, to support this expansion. The new models, codenamed 'Modelo', 'Luna', 'RBM2 Refresh', and 'Mojito VIP', are expected to be released throughout the year. Additionally, Meta is testing models called 'Artemis' and 'SSG', which are described as 'supersensing' glasses.
Why It's Important?
This development is significant as it marks a strategic shift for Meta, focusing on AI and smart glasses while reducing emphasis on VR and metaverse projects. The expansion of the smart glasses lineup and the introduction of an AI pendant could position Meta as a leader in the wearable tech market. The company's goal to sell 10 million units reflects its confidence in consumer demand and its ability to scale production. The partnership with EssilorLuxottica is crucial, as it supports the production and distribution of these devices. The introduction of a business-focused subscription service, 'Wearables for Work', could also create a new revenue stream, reducing reliance on one-time device sales.
What's Next?
Meta's next steps involve the testing and eventual release of the AI pendant, as well as the rollout of the new smart glasses models. The company will likely focus on marketing and distribution strategies to meet its ambitious sales targets. The success of these initiatives could influence Meta's future investments in AI and wearable technology. Additionally, the response from consumers and businesses to the 'Wearables for Work' subscription service will be critical in determining its viability as a long-term revenue source.
