EssilorLuxottica第三季營收增長11.7% Meta智能眼鏡成關鍵推力

歐洲光學巨頭EssilorLuxottica公布第三季度財報，營收達69億歐元，同比增長11.7%。公司明確指出，這一增長中有超過4個百分點直接來自與Meta合作推出的Ray-Ban智能眼鏡系列，顯示可穿戴設備已成為驅動業績的重要引擎。

財報數據顯示，Ray-Ban Meta智能眼鏡不僅在第三季度顯著拉動銷售增長，更成為北美市場增長的主要動力。公司財務長對此表示，對該產品在第四季度的表現「相當樂觀」，預計將持續推動業績攀升。他同時透露，公司有望提前實現原定2026年達成的1000萬副年產能目標。

對於行業發展前景，公司認為眼鏡將逐步成為下一代個人計算設備的核心載體，取代智能手機的多數功能。這一判斷與合作夥伴Meta的觀點高度一致，雙方均認為智能眼鏡能通過視覺與聽覺的深度融合，成為理解用戶意圖的全天候智能設備。

公司預計，可穿戴設備生態系統不僅將帶來硬件與鏡片的直接收入，長期還將拓展至人工智能服務領域，形成可持續發展的多維度營收結構。

EssilorLuxottica Q3 Revenue Grows 11.7%, Meta Smart Glasses Become Key Driver

European optical giant EssilorLuxottica announced its third-quarter results, reporting revenue of €6.9 billion, a year-on-year increase of 11.7%. The company explicitly stated that over 4 percentage points of this growth were directly attributable to the Ray-Ban smart glasses series developed in partnership with Meta, demonstrating that wearable devices have become a crucial engine for performance.

Financial reports indicate that Ray-Ban Meta smart glasses not only significantly boosted sales in the third quarter but also became the primary driver of growth in the North American market. The company’s CFO expressed being “quite optimistic” about the product’s performance in the fourth quarter, expecting it to continue driving business growth. He also revealed that the company is likely to achieve its target annual production capacity of 10 million units ahead of the original 2026 schedule.

Regarding industry prospects, the company believes glasses will gradually become the core platform for the next generation of personal computing devices, replacing most functions of smartphones. This perspective aligns closely with partner Meta’s views, as both parties agree that smart glasses can become all-day intelligent devices that understand user intent through deep integration of visual and auditory interactions.

The company anticipates that the wearable device ecosystem will not only generate direct revenue from hardware and lenses but also expand into artificial intelligence services in the long term, forming a sustainable multi-dimensional revenue structure.