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EssilorLuxottica, Applied Materials strike deal to develop smart glasses, AR technology - Finance news and analysis from Global Banking & Finance Review
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EssilorLuxottica, Applied Materials strike deal to develop smart glasses, AR technology

Published by Global Banking & Finance Review

Posted on June 16, 2026

2 min read

· Last updated: June 16, 2026

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EssilorLuxottica, Applied Materials strike deal to develop smart glasses, AR technology

EssilorLuxottica and Applied Materials Collaboration Overview

June 16 (Reuters) - EssilorLuxottica, the world's largest eyewear maker, has signed a long-term deal with chipmaking equipment company Applied Materials to develop augmented reality display technology and AI glasses, the companies said on Tuesday.

Key Details of the Partnership

Here are some details:

Commercialisation and Market Expansion

• EssilorLuxottica and Applied Materials will scale up commercialisation of AI glasses

Research and Development Focus

• Research and development will focus on advanced optical technologies

Existing Market Leadership

• EssilorLuxottica already leads the AI-glasses market through a long-term partnership with Meta to sell smart glasses under the Ray-Ban and Oakley brands

Product Launches

• Their first device with a built-in display, the Ray-Ban Meta Display, was launched in 2025

Features of AI-Powered Glasses

• AI-powered glasses embed a camera, microphone and speakers into a conventional frame, with an AI voice assistant that answers questions and describes surroundings

Technological Challenges in Augmented Reality

• Augmented reality, which overlays digital images onto the user's field of vision, is a far more complex optical challenge

Applied Materials' Role in AR Display Technology

• California-based Applied Materials makes the specialised equipment used to engineer the ultra-thin material layers at the heart of semiconductor chips needed for AR displays

Reporting and Editing

(Reporting by Gianluca Lo Nostro; Editing by Emelia Sithole-Matarise and Barbara Lewis)

Key Takeaways

  • EssilorLuxottica and Applied Materials will collaborate on AR display and AI glasses innovations, leveraging Applied’s materials‑engineering expertise to enhance wearable optics.
  • This deal complements EssilorLuxottica’s existing momentum, including smart‑eyewear production scaling in Italy and strong demand for Meta‑partnered AI glasses.
  • The AR smart‑glasses segment is heating up, with new entrants from Google, Samsung and Apple intensifying competition in an increasingly crowded market.

Frequently Asked Questions

What companies are involved in the new smart glasses deal?
EssilorLuxottica and Applied Materials have signed a long-term deal to develop smart glasses and AR technology.
What technology will EssilorLuxottica and Applied Materials develop?
They will work on augmented reality display technology and AI-enabled glasses.
When was the EssilorLuxottica and Applied Materials agreement announced?
The agreement was announced on June 16.
What is the main goal of the EssilorLuxottica and Applied Materials partnership?
The main goal is to develop advanced AR display technology for smart glasses.

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