AI glasses are selling so well that Meta has paused its international expansion plans.
Meta announced that due to the extremely enthusiastic market response to the Meta Ray-Ban Display since its launch, with demand far exceeding expectations, the company has decided to suspend the international market expansion originally planned for early 2026 and prioritize fulfilling orders in the US market.
During CES 2026, technology giant Meta announced a rather "disappointing" piece of news: Since the AI glasses launched last year have sold extremely well, the international market expansion plan originally scheduled to start in early 2026 will be forced to be put on hold.
As background, Meta released the new - generation smart glasses, Ray - Ban Display, last September. They are equipped with a full - color high - definition display and a neural - sensing wristband, enabling interaction through voice and hand movements (electromyographic signals). These glasses are priced at $799 and are currently only available in the US market.
(Mark Zuckerberg shows the Ray - Ban Display and wristband at the press conference)
In an announcement released on Tuesday, Meta stated that since the Meta Ray - Ban Display was launched last fall, the market response has been extremely enthusiastic, with demand far exceeding expectations. The current product waiting list has extended to a late date after 2026. Given this unprecedented demand and limited production capacity, the company has decided to suspend the international market expansion originally planned for early 2026, including in the UK, France, Italy, and Canada.
Next, Meta will prioritize concentrating resources on fulfilling orders in the US market while re - evaluating the supply and launch strategy for this product in the international market.
Previously, Luxottica, the parent company of Ray - Ban, also said that a large part of its revenue growth in the third - quarter report came from the collaboration on smart glasses with Meta. The company also stated that it plans to expand the production capacity of the Meta co - branded glasses to 10 million units in 2026.
In addition to announcing the delay in the overseas market launch, Meta also announced in the CES announcement that it will introduce several new features for the smart glasses, including a teleprompter and an electromyographic handwriting function.
Meta said that the new teleprompter function can be discreetly embedded in the display in front of the eyes, supports custom text cards, and can be simply operated through the sensing wristband.
Meanwhile, when wearing the sensing wristband, smart glasses users can quickly jot down information on any surface with just their fingers. These actions will be instantly transcribed into digital information and sent via instant messaging software. Meta emphasized that this interaction method can be comfortably completed with the arm hanging naturally or on a desktop.
Meta also said that it is collaborating with Garmin to integrate wristband operations into in - vehicle information and entertainment technology solutions, and is also collaborating with the University of Utah to evaluate the potential of consumer - grade wrist - worn devices, providing new options for controlling smart home devices for people with different hand movement abilities.
This article is from the WeChat official account "Science and Technology Innovation Board Daily", author: Shi Zhengcheng. It is published by 36Kr with authorization.