Meta's Next Ray-Ban AI Glasses Surface in FCC Filings

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- Meta and EssilorLuxottica are preparing to launch two new Ray-Ban AI glasses models, "Scriber" and "Blazer," after both passed through the FCC earlier this month as production units.
- The new models carry identifiers RW7001 and RW7002 — a big jump from the current RW4002–RW4014 range — suggesting a notable hardware upgrade, possibly including a newer chipset.
- The new models support the Wi-Fi 6 UNII-4 band, which could improve reliability for high-speed data transfers useful for livestreaming and AI features requiring live video transmission.
- Ray-Ban Meta glasses sold more than 7 million pairs last year, up from 2 million units across 2023–2024 combined, and EssilorLuxottica is planning to scale manufacturing to 20–30 million units annually by the end of 2025.
- Mark Zuckerberg told investors that sales "more than tripled last year" and that Reality Labs is directing "most of our investment towards glasses and wearables going forward."
- Meta has slashed VR investment to fund the glasses push, laying off 1,000 Reality Labs employees, shuttering VR game studios, and planning to shut down Horizon Worlds before reversing course under user pressure.
Why it matters: Meta is redirecting Reality Labs investment toward smart glasses, with Zuckerberg calling them the division's main priority and sales tripling to 7 million units last year. The pivot has cost VR: 1,000 Reality Labs layoffs, studio closures, and a near-shutdown of Horizon Worlds reversed only after user backlash. These two new models are the next test of whether glasses can carry Reality Labs' growth story.

