Ray-Ban Meta Glasses Lead AI Eyewear Market While Navigating Privacy Concerns and Rising Competition

Dec 10, 2025 04:37 pm CST

EssilorLuxottica's Ray-Ban Meta smart glasses have successfully boosted revenue and currently dominate the AI eyewear market with a 60% share, bridging technology with fashion expertise. However, the product faces significant challenges from increasing privacy concerns under EU regulations and emerging competition from tech giants like Apple, Google, and Alibaba. While the company leverages its extensive distribution network and prestigious brand portfolio to maintain its advantage, analysts question whether this first-mover position will withstand the rapidly evolving smart eyewear landscape.