Meta & EssilorLuxottica Discuss Doubling Or Tripling Smart Glasses Production

Meta and Ray-Ban owner EssilorLuxottica are discussing doubling or even tripling their smart glasses production capacity, Bloomberg reports.

Just under a year ago, when revealing that 2 million units of Ray-Ban Meta glasses had been sold so far, EssilorLuxottica told investors that it planned to increase annual production capacity to 10 million units by the end of 2026, citing the “great success” of the product.

Then, in its Q3 investor call in October, EssilorLuxottica said that its smart glasses business was doing “exceptionally well”, to the point where it now accounted for more than a third of its revenue growth, telling investors that it was accelerating the timeline for the 10 million annual production capacity.

What Is EssilorLuxottica?

The French-Italian giant EssilorLuxottica is the largest eyewear company in the world by far. It owns iconic brands like Ray-Ban, Oakley, Oliver Peoples, and Persol, and has exclusive licenses with major fashion companies like Prada, Armani, Burberry, and Chanel. It also owns Sunglass Hut, and has more than 18,000 retail stores in total worldwide.

Meta has so far partnered with EssilorLuxottica for six smart glasses products:

Now, Bloomberg reports that Meta and EssilorLuxottica are discussing doubling this production target to 20 million annual units, with the possibility of tripling it to 30 million if future demand justifies it.

According to Bloomberg, Meta is hoping to build on its lead in the smart glasses market and expand its footprint before competition from Apple and Google arrives.

Google has repeatedly teased smart glasses with a HUD at events like TED and I/O, and announced last year that it’s working with the eyewear companies Gentle Monster and Warby Parker on Gemini smart glasses, and will work with Kering Eyewear in the future. Multiple South Korean news outlets have reported that Samsung plans to launch a Meta Ray-Ban Display competitor this year, powered by Google software, a similar strategy to the Galaxy XR headset.

Meanwhile, in October Bloomberg reported that Apple moved staff off the cheaper and lighter Vision headset project to prioritize shipping smart glasses sooner. Apple’s first glasses could be revealed as soon as this year ahead of a release in 2027, the report claimed.

Meta Closes Deadpool VR, Asgard’s Wrath & Resident Evil 4 VR Studios
Meta has shut down Twisted Pixel Games (Deadpool VR), Sanzaru Games (Asgard’s Wrath), and Armature Studio (Resident Evil 4 VR), UploadVR can confirm.
UploadVRDavid Heaney

Meta and EssilorLuxottica’s reported discussions come as Meta laid off over 10% of Reality Labs, its smart glasses, VR, and “metaverse” division, including the entirety of three of its VR game studios. The company previously confirmed “shifting some of our investment from Metaverse toward AI glasses and Wearables”, and reducing spending on VR content to increase investment in smart glasses production capacity seems to be this strategy in action.

Supernatural Coaches Face Same Fate As Oculus Home & Echo Arena

In 2023, Meta evicted some of their most engaged users from their highly customized Oculus Homes in PC VR systems.

Overnight, users found themselves losing years of effort and love they poured into those places in VR. That same year Meta shut down beloved zero-g sport Echo VR and closed the studio behind the game, Ready At Dawn.

Players flew a plane over the offices at Meta with the message “Don’t Kill VR Esports” but they still found themselves booted from the place on Meta’s servers where they made friends and weathered the early days of the pandemic.

While we reported Armature, Twisted Pixel and Sanzaru Games joining the list of studios shut down by Meta, another product acquired by Mark Zuckerberg’s team “will no longer receive new content or feature updates”, according to a note posted to the official Supernatural group on Facebook.

That’s a very corporate way of saying that the coaches who defined the fitness service Supernatural – humans like Leanne Pedante credited by some of the service’s users for saving their lives – are now also no longer welcome on Meta’s servers.

Supernatural users can still log in and interact with the ghosts of their fitness coaches, like the laugh track on an old TV show, but the coaches that helped so many will not be making new appearances in headset.

“What the fuck,” wrote one user on the official Supernatural Community group with 60 upvotes. “I am so sorry for all the amazing coaches who are losing jobs and the people in the background. And so upset that the only thing I’ve consistently loved for exercise is ending. What happens when song license is over?”

Another comment with more than 600 upvotes: “If you’re no longer updating the content, there should no longer be a yearly fee. If content is and will remain static, there should be a one time charge.”

“As a user since the beginning, I feel like my heart’s been ripped out!” wrote another.

Meta directed subscribers with questions to email support.

Smash Drums Campaign Mode Now Available On PlayStation VR2

Smash Drums’ new campaign mode, “God of Drums,” is now available on PlayStation VR2 after previously releasing on Quest in early access.

First launched last November for Meta Quest in early access, the new Smash Drums campaign mode is rocking its way to PlayStation VR2 today. The free campaign update, dubbed ‘God of Drums,’ adds more than 100 missions, along with new legendary skins for the drummer’s head and drumsticks. The gameplay unfolds in new areas, unlike the sprawling stadiums the base modes feature. As I mentioned in my impressions that “a career mode would be welcome,” this update is a nice surprise for more goal-oriented rhythm players.

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Accessible through the Arcade Mode in the Main Menu, players start as a lowly novice, making their way through a path akin to a lightning strike, all the way to becoming a God of Drums in an RPG-style progression system. Depending on the performance of every song played, new missions will be unlocked based on the number of stars obtained. To unlock the new level players gesture into the air like a real rockstar.

Each mission rotates among the Arcade, Fusion, and Classic modes. These styles change how to hit the notes: from a classic drum kit to seeing the cymbal or snare arrive from a distance to a more Rock Band-inspired style, with notes descending to respective colors to hit at a precise time. As suggested by PotamWorks, the new mode should last anywhere between three and six hours.

Smash Drums’ new campaign mode, God of Drums, is available now on Quest and PlayStation VR2.

Meta Reportedly Closes Three First-party Studios Behind Some of Its Biggest VR Games

Against the backdrop of a broader shuffling of its Reality Labs division, Meta is reportedly closing Armature Studio, Twisted Pixel, and Sanzaru Games, three studios that Meta had previously acquired. The studios were behind some of the company’s biggest first-party VR games, including Deadpool VR, Asgard’s Wrath, and the Resident Evil 4 Quest port.

According to reports by Kotaku and Bloomberg, Meta is shuttering the three studios this week and laying off most or all of their staff.

Among the three studios, Sanzaru Games was the first to be acquired in 2019. The studio was known for the Asgard’s Wrath series, the first of which was released on Meta’s PC VR platform, and the sequel on its Quest platform. Twisted Pixel was acquired in 2022 and was known for Deadpool VR which was released barely two months ago. Armature Studio was behind the Resident Evil 4 port for Quest.

Starting in 2019, Meta acquired nine prominent VR studios. With today’s news, the company has now shuttered the majority of those studios. Here’s the scorecard as we know it:

Acquired Meta VR Studios Still Operating

  • Beat Games – known for Beat Saber, acquired 2019
  • BigBox VR – known for Population: One, acquired 2021
  • Within – known for Supernatural, acquired 2021
  • Camouflaj – known for Batman Arkham VR, acquired 2022

Acquired Meta VR Studios Shuttered

  • Sanzaru Games – known for Asgard’s Wrath, acquired 2020
    • Shuttered 2026
  • Ready at Dawn – known for Lone Echo, acquired 2020
    • Shuttered 2024
  • Downpour Interactive – known for Onward, acquired 2021
    • Shuttered 2025
  • Twisted Pixel – known for Deadpool VR, acquired 2022
    • Shuttered 2026
  • Armature Studio – known for Resident Evil 4 VR, acquired 2022
    • Shuttered 2026

The cluster of new closures comes against a backdrop of a broader shuffling of Meta’s Reality Labs division. The last few months have seen lots of reporting about Meta shifting some focus away from immersive VR devices and toward more AI-focused devices like the company’s Ray-Ban and Oakley glasses.

It would seem this moment could be the largest reorganization of the division since Meta first dubbed its AR/VR division “Reality Labs” back in 2020. The company is reportedly laying off 10% of the Reality Labs workforce, which appears to include this latest round of studio closures.

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