Meta's $3.5 billion investment in Ray-Ban's parent company signals a major shift from smartphones to AI-powered eyewear. This carefully curated collection features companies across the entire smart glasses ecosystem, selected by our analysts for their growth potential in this emerging market.
Published on July 9
Just as smartphones transformed our daily lives, AI-powered smart glasses represent the next major shift in personal technology. Meta's massive $3.5 billion investment signals this transformation is accelerating now.
We're at the starting line of smart eyewear adoption. These companies are positioned at the foundation of a market expected to grow exponentially as the technology matures and consumer demand increases.
This collection includes specialized component makers and software developers that most investors overlook. These companies provide the essential building blocks for smart glasses without the spotlight bigger tech names receive.
Meta's investment validates the immense potential of smart eyewear as the next frontier of personal computing. We've identified companies across the entire value chain that stand to benefit from this acceleration, from component makers to software developers who will power this wearable AI revolution.
This collection offers focused exposure to a high-growth emerging technology sector. Companies in this group range from established tech giants to specialized component manufacturers and software developers, all positioned to benefit as AI-powered eyewear moves toward mainstream adoption.
Our analysts have carefully selected companies that provide critical technologies for smart eyewear, including micro-display makers, sensor developers, chipmakers, and software platforms. Each plays a strategic role in the ecosystem that will enable AI glasses to become the next must-have consumer technology.
Market capitalisation breakdown for the 'AI in Your Eyes' smart eyewear basket.
NVDA: $4.40T
VUZI: $305.50M
MBLY: $12.22B
Get the full story on this Basket. Read our detailed article on its risks and potential.
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Here are a few of the assets in this group. Create an account to unlock the full list.
NVIDIA CORP
NVDA
Current Price
$219.59
NVIDIA's powerful yet efficient processors are crucial for the on-device AI and graphics processing that will power the advanced features of next-gene...
NVIDIA's powerful yet efficient processors are crucial for the on-device AI and graphics processing that will power the advanced features of next-generation smart glasses.
VUZIX CORP
VUZI
Current Price
$2.96
As a direct competitor and established leader in enterprise smart glasses, Vuzix is poised to benefit from the increased market validation and interes...
As a direct competitor and established leader in enterprise smart glasses, Vuzix is poised to benefit from the increased market validation and interest in the AR eyewear category.
MOBILEYE GLOBAL INC
MBLY
Current Price
$9.11
Mobileye's expertise in developing compact, power-efficient computer vision systems for automotive applications is directly transferable to the techni...
Mobileye's expertise in developing compact, power-efficient computer vision systems for automotive applications is directly transferable to the technical challenges of AR wearables.
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Use the growth calculator to see how much investing in these assets could return over one year, based on aggregated analyst sentiment provided by Refinitive Ltd.
If you invested across these assets:
In 12 months it might be worth:
+88.21%
On average, analysts expect assets in this group to grow 88.21% over the next year.
10 of 13 assets in this group are rated Buy by professional analysts.
