Meta leads smart glasses market amid 139% shipment surge

The smart glasses market experienced a 139% year-over-year growth in the second half of 2025, driven largely by Meta's AI-enabled products. Meta captured 82% of shipments, with AI glasses making up 88% of the total. This surge highlights the rising popularity of advanced eyewear, though prices remain a barrier.

The global smart glasses market saw significant expansion in the second half of 2025, with shipments increasing 139% compared to the same period in 2024, according to data from Counterpoint Research. This growth was predominantly fueled by AI-integrated models, which comprised 88% of all smart glasses shipped during that time. Meta emerged as the clear leader, accounting for 82% of the market share through its portfolio of AI smart glasses.

Key contributors to Meta's dominance included the first- and second-generation Ray-Ban AI Glasses, which boosted seasonal demand. Additionally, the Oakley Meta HSTN and Oakley Meta Vanguard models represented more than 30% of shipments in the final quarter of 2025. Demand extended beyond Meta to Chinese manufacturers such as Li Auto, Rokid, and Bolon, though Meta's offerings were the top sellers.

Users and reviewers have praised certain aspects of these devices. Feedback highlighted strong video performance in the second-generation Ray-Ban AI Glasses, while the Oakley Meta Vanguard earned positive remarks for its design, photography capabilities, and audio features. CNET editors noted appreciation for the Ray-Ban Gen 2's enhanced battery life and video quality, along with its compatibility with previous lens designs. However, battery performance remains an area needing further improvement.

Despite the momentum, challenges lie ahead. The average price for AI smart glasses climbed to $360 in the second half of 2025, up from $347 in the first half of the prior year. Counterpoint anticipates continued robust growth into 2026, with new entrants and expansions from existing brands, but escalating prices—potentially worsened by ongoing memory shortages—could temper consumer adoption.

Artikel Terkait

Illustration of a person using Meta's Ray-Ban smart glasses displaying AR apps and games, for a news article on developer access.
Gambar dihasilkan oleh AI

Meta buka akses kacamata Ray-Ban Display untuk pengembang aplikasi pihak ketiga

Dilaporkan oleh AI Gambar dihasilkan oleh AI

Meta mengumumkan pada hari Kamis bahwa mereka membuka kacamata Ray-Ban Display bagi para pengembang pihak ketiga untuk membuat aplikasi dan gim. Langkah ini memperluas opsi untuk perangkat seharga $800 yang diperkenalkan musim gugur lalu.

Meta telah memperkenalkan gaya bingkai baru untuk kacamata pintar Ray-Ban Meta yang mendukung lensa resep, dengan harga mulai dari $499 untuk pemesanan awal di AS dan ketersediaan mulai 14 April. Pembaruan ini mencakup fitur AI untuk pencatatan nutrisi dan peringkasan pesan, serta perluasan ketersediaan internasional. Peningkatan tambahan mencakup model Oakley dan kacamata Ray-Ban Display.

Dilaporkan oleh AI

Meta berencana untuk meluncurkan dua model kacamata AI Ray-Ban baru yang disesuaikan untuk pengguna lensa resep minggu depan. Kacamata tersebut, yang tersedia dalam gaya persegi panjang dan bulat, akan dijual melalui saluran kacamata konvensional. Bloomberg melaporkan bahwa ini adalah pertama kalinya Meta dan Ray-Ban secara khusus menargetkan kelompok ini dengan desain tersebut.

Kacamata pintar dengan fitur teks yang mengubah ucapan menjadi subtitle secara waktu nyata kini semakin mendapat perhatian sebagai alat bantu aksesibilitas. Pengujian yang dilakukan WIRED menyoroti satu model unggulan karena keseimbangan fitur dan kenyamanannya.

Dilaporkan oleh AI

Meta has ended its outsourcing contract with Kenyan firm Sama on April 30, 2026, leaving over 1,100 workers jobless. The move follows February reports and a March class-action lawsuit alleging privacy breaches from Sama workers reviewing sensitive footage from Meta's Ray-Ban smart glasses. Sama disputes the claims, while Kenya's data watchdog investigates.

China's GPU leaders Cambricon and MetaX reported strong first-quarter results driven by demand for local AI chips. Cambricon's revenue jumped 160 per cent year-on-year to 2.89 billion yuan (US$423 million), with profit soaring 185 per cent to 1 billion yuan. The Beijing-based firm attributed the growth to a 'sustained surge in the AI industry’s computing power demand'.

Dilaporkan oleh AI

WIRED melaporkan pada 4 Juni bahwa kode untuk fitur pengenalan wajah yang belum dirilis bernama NameTag ditemukan di dalam aplikasi AI milik Meta. Fitur ini dirancang untuk kacamata pintar perusahaan tersebut, namun saat ini masih belum aktif.

 

 

 

Situs web ini menggunakan cookie

Kami menggunakan cookie untuk analisis guna meningkatkan situs kami. Baca kebijakan privasi kami untuk informasi lebih lanjut.
Tolak