EssilorLuxottica Executive Discusses Smart Glasses Market Growth and Prescription Lens Strategy

Marc Ortiz Ribas, Global Product and Marketing Chief for Wearables at EssilorLuxottica, stated that while concrete user numbers are unavailable, demand for Ray-Ban Meta smart glasses is high across all markets. The US remains the largest market, but Europe is catching up. Sales patterns show a shift: while sunglasses still dominate, the share of prescription frames has roughly doubled in recent years, prompting the launch of Ray-Ban Meta Optical to support daily wear. Ribas confirmed 2025 market volume at approximately $1.1 billion and noted over seven million AI glasses sold by EssilorLuxottica in 2025, dismissing rumors of higher production capacities. He emphasized that smart glasses will complement rather than replace smartphones, with future breakthroughs dependent on seamless AI integration. Regarding the Meta Ray-Ban Display, currently limited to select US stores, he explained a strategy of learning before expanding to Europe.