
| Part | Company named | Publicly listed? | How it is known |
|---|---|---|---|
| AR processor (SoC) | Qualcomm (Snapdragon AR1 Gen 1) | Yes | Teardown-identified in Meta Ray-Ban Display (TechInsights, June 2026) and Oakley Meta HSTN (iFixit, Aug 2025) |
| LCoS microdisplay | OmniVision | Yes | Teardown-identified (TechInsights, June 2026; iFixit, Oct 2025). OmniVision has not confirmed. |
| Camera image sensor | Sony | Yes | Teardown-identified (TechInsights, June 2026). Sony has not confirmed. |
| Bone-conduction voice pickup | Syntiant | Not publicly listed | Teardown-identified (TechInsights, June 2026) |
| Neural Band processor | Qualcomm (QCC5100-series) | Yes | Teardown-identified (TechInsights, June 2026) |
| Reflective waveguide | Lumus (design); SCHOTT AG (manufacture, reported) | Not publicly listed | Lumus names Meta Ray-Ban Display among products built on its technology (Sept 2026); iFixit reports SCHOTT (Oct 2025) |
| Optical engine and final assembly | Goertek | Yes | Attributed by KGOnTech (Oct 2025); not confirmed by Meta or Goertek |
| Lenses, including Transitions | EssilorLuxottica | Yes | Disclosed in EssilorLuxottica’s own releases |
| Memory, flash, battery cell, speakers, power chips | Not identified | — | The teardown summaries we reviewed describe these parts without naming their makers |
Two families: camera glasses and display glasses
Ray-Ban Meta and Oakley Meta glasses combine a 12 MP camera, open-ear speakers and microphones, with no display. Meta Ray-Ban Display adds a full-color display in the right lens and comes with the Meta Neural Band, an EMG wristband that turns small hand and finger movements into commands. In September 2025, EssilorLuxottica listed Ray-Ban Meta (Gen 2) from $379 and Meta Ray-Ban Display from $799.
The two families share much of their electronics. iFixit found the Snapdragon AR1 Gen 1 chipset in Oakley Meta HSTN, “a familiar face from Ray-Ban’s Meta glasses”. The display family adds a projector, a waveguide and a wrist controller, and those parts account for much of its estimated cost.
Reference: EssilorLuxottica: new AI glasses with Meta (Sept 18, 2025).
What teardowns have identified
A teardown firm opens a retail unit and reads the markings on its parts. TechInsights’ June 2026 teardown of Meta Ray-Ban Display identifies a Qualcomm Snapdragon AR1 Gen 1 processor, a single OmniVision LCoS display in the right lens, a 12 MP camera built around a Sony image sensor, and a bone-conduction microphone from Syntiant, which is not publicly listed. Inside the Neural Band it identifies a Qualcomm QCC5100-001 chip.
A teardown is an observation of specific units. It shows that a part was present; it does not show the price, the volume, any exclusivity, or whether a later model uses the same part. OmniVision and Sony have not confirmed these design wins, so stock3d labels them teardown-identified rather than disclosed.
Reference: TechInsights: Meta Ray-Ban Display teardown (June 10, 2026).
What the companies disclose
EssilorLuxottica is Meta’s named partner for Ray-Ban Meta and Oakley Meta. Its September 2025 release says Ray-Ban Meta (Gen 2) can be fitted with prescription lenses, including Transitions, and that each Meta Ray-Ban Display pair comes fitted with Transitions lenses. It describes Meta Ray-Ban Display as combining its lens technology and wearables design expertise with Meta’s hardware and AI.
EssilorLuxottica also reported that AI-glasses units sold, including Ray-Ban Meta and Oakley Meta, were above 7 million in 2025. That is one company’s count of its own products, not a market total.
Reference: EssilorLuxottica: full-year 2025 results (Feb 11, 2026).
What is attributed or reported, not confirmed
Lumus, which is not publicly listed, says its geometric (reflective) waveguide technology is at the core of Meta Ray-Ban Display. iFixit’s October 2025 teardown reports the waveguide as a SCHOTT and Lumus part; SCHOTT AG is also private. Lumus names Quanta Computer and SCHOTT, and since September 2026 Zhejiang Crystal-Optech, as manufacturers of its waveguides. Those agreements establish a manufacturing role for Lumus waveguides in general, not which partner makes the waveguides in Meta’s glasses.
KGOnTech, an optics analyst, attributes the design of the optical engine and the assembly of the glasses to Goertek, based on industry conversations and a matching Goertek patent application. Neither Meta nor Goertek has confirmed it, so it is context, not evidence. Goertek also reports its optics business, Goertek Optical, as an associate rather than a subsidiary, so an engine role could sit outside the listed company.
Reference: KGOnTech: Meta Ray-Ban Display, part 1 (Oct 30, 2025).
What is still unknown
The teardown summaries we reviewed describe 2 GB of LPDDR4X memory, 32 GB of flash and a 960 mWh battery in the left arm, but they do not name the memory, flash or cell makers. Speakers, power-management chips and most passive parts are also unattributed in these sources.
In the stock3d model these parts link only to companies with their own smart-glasses evidence, never to a presumed Meta supplier. A company that markets memory or power chips for smart glasses is shown as marketing them, not as a supplier to a named device.
Reference: iFixit: Meta Ray-Ban Display teardown (Oct 8, 2025).
A cost estimate is not supplier revenue
TechInsights estimates that display-related components account for 50.8% of the bill-of-materials cost of Meta Ray-Ban Display and its Neural Band, Qualcomm components for 15.7%, and the Neural Band itself for about 7.2%.
A bill-of-materials estimate is an analyst’s cost model for one product. It does not show what a supplier is paid, how many units ship, or what share of the supplier’s revenue the product represents. For a diversified company, check its segment reporting before treating one glasses model as material.
Reference: TechInsights: Meta Ray-Ban Display teardown (June 10, 2026).
What it means for research
Most of the teardown-identified layer comes from one device family by one company, and each research firm we cite puts Meta far ahead under its own market definition. A part identified in Meta’s glasses is therefore exposed to one customer’s design decisions.
Meta Connect 2026 opened on September 23, 2026. This guide reflects products and teardowns published before the keynote. New models are added only from Meta and EssilorLuxottica releases, and new parts only from teardowns or company disclosures.
A new model does not inherit its predecessor’s parts. A redesigned or binocular display model needs its own teardown before OmniVision, Lumus or Goertek can be connected to it.
Compare with the illustrative model
The stock3d glasses are an illustrative composite, not a bill of materials. They show an LCoS engine and a diffractive waveguide in both lenses, while Meta Ray-Ban Display has one display and a reflective waveguide.
Open the LCoS microdisplay, the AR processor, the bone-conduction pickup and the wristband in the interactive 3D model to see which listed companies are connected to each part, and on what evidence.