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EssilorLuxottica's smart glasses boom runs into tougher regulatory scrutiny

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EssilorLuxottica's smart glasses boom runs into tougher regulatory scrutiny

Business News Tech AI EssilorLuxottica's smart glasses boom runs into tougher regulatory scrutiny

Smart glasses that resemble ordinary eyewear are under increased scrutiny from European regulators and advocacy groups, leaving investors questioning whether sales can keep booming as Ray-Ban maker EssilorLuxottica

Smart glasses that resemble ordinary eyewear are under increased scrutiny from European regulators and advocacy groups, leaving investors questioning whether sales can keep booming as Ray-Ban maker EssilorLuxottica reports third-quarter results. EssilorLuxottica launched its Ray-Ban Meta smart glasses, capable of filming and recording, in 2023 and the market has grown rapidly. Global shipments of AI-enabled glasses jumped to 8.4 million units in 2025 from around 2.1 million in 2024, according to research group Omdia. EssilorLuxottica's Meta eyewear accounted for 81.3% of global shipments in the first half of this year.

When it releases its third-quarter results on Tuesday, EssilorLuxottica is not expected to give precise data on the value of smart glasses sales, but may provide an indication. In its second-quarter trading update, it said smart glasses sales nearly doubled compared to the same period a year earlier. SOME GOVERNMENTS CONSIDER BANS The resemblance to ordinary eyewear has been a factor in the success of EssilorLuxottica's Meta smart glasses, and is in contrast to Google Glass more than a decade ago, whose bulky, futuristic design limited mainstream consumer appeal. But the design's discretion is troubling to regulators. Last week, the European Data Protection Board, or EDPB, which brings together national privacy regulators, said the devices facilitated covert recording, including of bystanders' conversations.


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