Meta delays Ray-Ban Display glasses global rollout due to inventory limits, U.S. demand

Tech

Meta delays Ray-Ban Display glasses global rollout due to inventory limits, U.S. demand

Published Tue, Jan 6 2026

9:39 AM EST

Updated 32 Min Ago

thumbnailSamantha Subin@samantha_subinWATCH LIVE

Key Points

  • Meta Platforms said it's delaying the international rollout of Ray-Ban Display AI glasses because of limited inventories and strong U.S. demand.
  • Meta planned to launch the product in the U.K., France, Italy and Canada early this year.
  • CEO Mark Zuckerberg unveiled the $799 glasses in September, which are controlled through a wristband.

In this article

Follow your favorite stocks

CREATE FREE ACCOUNT

Meta CEO Mark Zuckerberg wears the Meta Ray-Ban Display glasses, as he delivers a speech presenting the new line of smart glasses, during the Meta Connect event at the company's headquarters in Menlo Park, California, U.S., Sept. 17, 2025.

Carlos Barria | Reuters

Meta Platforms said Tuesday that it's delaying the international expansion of its Ray-Ban Display glasses due to inventory constraints and "unprecedented" demand in the U.S.

"Since launching last fall, we've seen an overwhelming amount of interest, and as a result, product waitlists now extend well into 2026," Meta wrote in a blog post.

Due to "limited" inventory, the company said it will pause plans to launch in the U.K., France, Italy and Canada early this year and concentrate on U.S. orders as it reasses international availability.

Read more CNBC tech news

Since 2019, Meta has been developing smart glasses with Ray-Ban maker Luxottica, and renewed a long-term partnership deal in 2024.

CEO Mark Zuckerberg unveiled the $799 Meta Ray-Ban Display glasses in September.

The product, Meta's first consumer-ready AI glasses, lets users watch videos or respond to messages and is controlled through a wristband with neural technology.

EssilorLuxottica said in October that revenue grew in the third quarter due in part to its Meta partnership.

Meta is one of several technology companies moving into the smart glasses market.

Alphabet announced a $150 million partnership with Warby Parker in May and ChatGPT maker OpenAI is reportedly working on AI glasses with Apple.

EssilorLuxottica: Adoption rate of Meta Ray-Ban's extremely high

watch now

VIDEO

10:00

10:00

EssilorLuxottica: Adoption rate of Meta Ray-Ban's extremely high

Squawk Box Europe

Source