Meta 智能眼鏡再進化

Meta 聯合硬體夥伴 EssilorLuxottica 即將推出新一代 Ray-Ban AI 智能眼鏡。此消息源於美國聯邦通信委員會（FCC）本月公布的兩份新設備認證文件，文件顯示測試設備為生產版本，意味產品即將發售。此前，Meta 第二代產品獲 FCC 認證約一個月後便發布，此次新眼鏡發布進程值得期待。

儘管文件細節被塗抹，仍可從中獲取部分關鍵資訊。兩款新機型分別命名為「RayBan Meta Scriber」和「RayBan Meta Blazer」，其中 Blazer 有標準與大號兩種尺寸。新眼鏡依舊配備專用充電盒。新機型編號 RW7001 與 RW7002 與現有型號（RW4000 系列）差異顯著，暗示硬體架構可能重大升級，或許採用更新的晶片組。同時，新設備支援 Wi-Fi 6 UNII-4 頻段，將增強資料傳輸穩定性，為直播及需即時視訊傳輸的 AI 功能提供有力保障。

Ray-Ban AI 眼鏡已成為 Meta 最成功的消費電子產品之一。EssilorLuxottica 財報顯示，該系列眼鏡產品去年銷量已超過 700 萬副，而 2023-2024 兩年合計銷量僅為 200 萬副，增長迅猛。為應對激增需求，Meta 已建議合作夥伴 EssilorLuxottica 到 2026 年底將年產能提升至 2000 萬副或以上，若需求持續強勁，產能可能進一步增至 3000 萬副。祖克柏在財報會議上確認，智能眼鏡銷量已翻兩番，是歷史上增長最快的消費電子產品之一。

伴隨產品成功，Meta 正進行重大戰略資源傾斜。公司正將 Reality Labs 的未來投資重心全面轉向眼鏡與可穿戴設備。今年以來，Meta 已裁減約 1000 名 XR 相關員工，關閉多家 VR 遊戲工作室，並一度計劃終止 VR 版 Horizon Worlds 專案（後因用戶反饋暫緩）。

根據 Counterpoint Research 報告，2025 年下半年，AI 智能眼鏡已佔全球智能眼鏡總出貨量的 88%。Meta 憑藉豐富產品線，在 2025 年下半年進一步鞏固領先地位，市場份額提升至 82%。市場方面，北美仍是最大市場（佔 37%），西歐市場份額則飆升至 30%。同時，以華強北為代表的平價 AI 眼鏡正以極高性價比迅速收割大眾級市場，顯示市場教育的溢出效應。

Meta 與 EssilorLuxottica 的合作始於 2019 年，並於 2021 年推出首款 Ray-Ban 品牌智能眼鏡。產品型態已從最初的「智能音頻眼鏡」演進為整合 AI 助手、顯示與拍攝功能的「全天候可穿戴計算」設備。去年 9 月，Meta 發布了首款帶顯示螢幕的 AR 眼鏡 Meta Ray-Ban Display，售價 799 美元，首次在右側鏡片上直接顯示文字資訊。該產品還搭配創新的 Meta Neural Band 肌電腕帶控制系統，透過辨識手臂肌肉電信號實現無接觸操作。功能上，新一代產品支援即時字幕顯示、多語言翻譯、語音轉文字與智能問答，並全面接入 WhatsApp、Messenger、Instagram 等 Meta 生態。拍攝能力也從 1080p 升級至 3K 解析度，並新增延時攝影與慢動作功能。

Next-Gen Meta Ray-Ban AI Glasses Receive FCC Certification, Launch Imminent
Meta, in partnership with EssilorLuxottica, is set to launch its next-generation Ray-Ban AI smart glasses. The news comes from two new device certification documents filed with the U.S. Federal Communications Commission (FCC) this month, indicating that the tested units are production versions and a launch is imminent. Previously, Meta’s second-generation product was released about a month after receiving FCC certification, so expectations for this new launch are high.

Although details in the filings are redacted, key information can still be gleaned. The two new models are named “RayBan Meta Scriber” and “RayBan Meta Blazer,” with Blazer available in standard and large sizes. The new glasses will still come with a dedicated charging case. The new model numbers (RW7001 and RW7002) differ significantly from existing models (RW4000 series), suggesting a major hardware architecture upgrade, possibly with a newer chipset. Additionally, the new devices support Wi-Fi 6 UNII-4 bands, enhancing data transmission stability for live streaming and real-time video-dependent AI features.

Ray-Ban AI glasses have become one of Meta’s most successful consumer electronics products. According to EssilorLuxottica’s financial reports, sales of the glasses exceeded 7 million units last year, a sharp increase from just 2 million units combined in 2023–2024. To meet surging demand, Meta has asked EssilorLuxottica to boost annual production capacity to 20 million units or more by the end of 2026, with potential further increases to 30 million units if demand remains strong. Mark Zuckerberg confirmed during an earnings call that smart glasses sales have quadrupled, making them one of the fastest-growing consumer electronics products in history.

With the product’s success, Meta is reallocating strategic resources. The company is shifting Reality Labs’ future investment focus entirely toward glasses and wearables. This year, Meta has cut about 1,000 XR-related employees, closed several VR game studios, and temporarily paused its VR Horizon Worlds project (later postponed due to user feedback).

According to Counterpoint Research, AI smart glasses accounted for 88% of global smart glasses shipments in the second half of 2025. Meta further solidified its leading position in the period, increasing its market share to 82%. North America remains the largest market (37% of global shipments), while Western Europe’s share surged to 30%. Meanwhile, affordable AI glasses from places like Huaqiangbei are rapidly capturing the mass market with high cost-effectiveness, indicating spillover effects from market education.

Meta’s partnership with EssilorLuxottica began in 2019, and the first Ray-Ban branded smart glasses were launched in 2021. The product form has evolved from initial “smart audio glasses” into “all-day wearable computing” devices integrating AI assistants, displays, and cameras. Last September, Meta released its first AR glasses with a display, the Meta Ray-Ban Display, priced at $799, which for the first time displays text directly on the right lens. The product is also paired with the innovative Meta Neural Band, an EMG wristband control system that uses muscle electrical signals for touchless operation. In terms of features, the new generation supports real-time subtitles, multilingual translation, voice-to-text, and smart Q&A, fully integrated with Meta’s ecosystem (WhatsApp, Messenger, Instagram). Camera capabilities have also been upgraded from 1080p to 3K resolution, with new time-lapse and slow-motion features.

Summary:
Meta’s next-gen Ray-Ban AI glasses (RW7001/RW7002) received FCC certification, supporting Wi-Fi 6. Sales exceeded 7M units last year, with a production capacity target of 20M units, positioning them as a key AI wearable device.