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.

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Conceptual close-up of Apple's rumored 2027 AI wearable pin on a suit lapel, showcasing cameras, mics, and speaker in a realistic product render.
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Apple develops AI-powered wearable pin for 2027

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Apple is reportedly developing a small AI-enabled wearable device resembling a pin, similar in size to an AirTag but slightly thicker. The device features cameras, microphones, and a speaker to interact with AI models. It could launch as early as 2027 amid competition from OpenAI and Meta.

At Google's New York offices, prototypes of smart glasses demonstrated advanced features like real-time translation and app integration. These devices, blending AI assistance with wearable tech, are set to launch in 2026 from major companies. The trend signals a shift toward everyday augmented reality companions.

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Meta is rolling out a software update for its smart glasses that introduces Conversation Focus, a feature to amplify voices in noisy environments. The update also adds AI-powered Spotify integration for context-based playlists. These enhancements are available first to early access users on Ray-Ban and Oakley models.

At CES 2026 in Las Vegas, Lumus demonstrated advanced waveguides that promise to enhance smartglasses with significantly wider fields of view. The company's Z-30 model offers a 30-degree FOV, while a prototype achieves 70 degrees, potentially transforming wearable optics.

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Asus has teamed up with Xreal to develop the ROG R1 AR gaming glasses, showcased at CES 2026 with a standout 240Hz refresh rate. The glasses build on Xreal's existing models but introduce smoother performance for gaming. This announcement follows Asus's decision to terminate its Horizon OS headset project.

Apple has acquired Q.ai, an Israeli startup developing lip-reading technology for AI interfaces in wearables. The deal, valued at around $2 billion, signals potential shifts in how users interact with devices like glasses and earbuds. This move builds on Apple's history of integrating advanced sensing tech into its products.

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China's vice minister of industry and information technology, Zhang Yunming, said at a January 22 press conference that the number of AI firms exceeded 6000 in 2025, with the core industry expected to surpass 1.2 trillion yuan. The sector highlighted how advanced manufacturing and AI-driven industries provided strong momentum for growth, boosting manufacturing value added by 5.9%.

 

 

 

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