CES 2026: A Look at the Smart Glasses Supply Chain Ahead of Mass Adoption
ByAinvest
Sunday, Jan 18, 2026 9:56 am ET1min read
META--
Smart glasses took center stage at CES 2026, with Meta pushing for affordability and mass adoption. Goldman analyst Jerry Shen broke down the AI and AR glasses supply chain by critical component suppliers. Demand is expected to accelerate this year, with Meta doubling production capacity for AI-powered smart glasses by year-end.
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