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According to Counterpoint’s global smart glasses model shipments tracker, new players such as Xiaomi, TCL-RayNeo and several smaller brands have entered the space, preparing the ground for rapid growth of the market throughout 2026 and beyond.
Surge in AI smart glasses
AI smart glasses accounted for 78% of total shipments in the first half of 2025, up from 46% in the same period last year and 66% in the second half of 2024.
The report added that the AI glasses segment grew by over 250% YoY, significantly outpacing the overall market.
The AI smart glasses market is set to expand in late 2025 with new launches from Meta, Alibaba, and potentially Apple. Oakley Meta glasses, targeting athletes and sports enthusiasts, have received positive feedback with improved battery life and enhanced video-shooting quality.
Shipments of Ray-Ban Meta AI Glasses grew over 200% YoY during the period, reflecting strong market demand and increased manufacturing capacity at Luxottica, Meta’s key production partner. The smart wearable drove Meta’s share of the global smart glasses market to 73%.
Analysts expect the Mark Zuckerberg-led company to broaden its lineup at Meta Connect to further drive growth. The company is expected to showcase more smart glasses, along with metaverse offerings, during the event in September.
Safe harbour from tariffs
Despite broader disruptions in the electronics industry caused by global tariffs, the smart glasses segment remains resilient.
Senior research analyst Flora Tang said, “The global tariff crisis for electronic devices during the first half of the year has had a limited impact on the smart glasses market so far, as the situation still appears manageable for key OEMs (original equipment manufacturers) and their manufacturing partners.”
Influx of new entrants
Beyond Meta, several Chinese brands gained traction in the AI smart glasses market during the first half of 2025, with Xiaomi emerging as a major player. The company is expected to enhance the product’s performance through software updates in the coming months, the report added.
The list of new entrants includes:
- Xiaomi AI Glasses, first such wearable from the company
- TCL-RayNeo with its RayNeo V3 series
- Thunderobot with the AURA smart glasses
- Kopin Solos AirGo V series
Commenting on the market dynamics, Tang said, “Xiaomi’s AI glasses emerged as a dark horse in the global smart glasses market—becoming the fourth best-selling model overall and the third best-selling product in the AI glasses segment—despite being on sale for only about a week in H1 2025.”
The research further showed an upward market forecast for smart glasses for the remaining year and ahead, expected to grow at a CAGR of over 60% between 2024 and 2029.
Also Read: Ray-Ban Meta smart glasses to roll out in India soon
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