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Meta and EssilorLuxottica are discussing plans to potentially double production capacity for AI-powered smart glasses to meet rising demand. The move would strengthen Meta’s push into AI-driven hardware.
Smart Analytics Global forecasts the AI smart glasses market will quadruple in 2026, driven by Ray-Ban Meta and anticipated entries from Apple and Samsung, with revenue hitting $5.6 billion.
Samsung unveiled its “Companion to AI Living” vision at CES 2026, highlighting AI-powered TVs, appliances, and health devices designed to enhance daily life through connected experiences.
AI-driven demand for HBM chips is tightening memory supply, raising prices and pressuring consumer electronics and automotive sectors heading into 2026.