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Global Smart Glasses Market Jumps 110% in H1 2025, Meta Dominates While TCL Gains Ground
Global smart glasses shipments grew 110% year-on-year in the first half of 2025, according to Counterpoint Research’s Global Smart Glasses Shipment Tracker. Strong demand for Ray-Ban Meta AI Glasses and the entry of new brands such as Xiaomi and Thunderbird Technology (TCL RayNeo) drove the increase.
AI-enabled smart glasses accounted for 78% of total shipments in H1 2025, up from 46% in the same period last year and 66% in the second half of 2024. Meta dominated this segment. Shipments of the Ray-Ban Meta AI Glasses rose more than 200% year-on-year, pushing Meta’s global market share to 73%. Luxottica, Meta’s manufacturing and retail partner, increased production capacity, introduced new styles, and expanded retail sales through its network, including Ray-Ban stores, Sunglass Hut, and LensCrafters.
TCL, through its Thunderbird Technology brand, continued to strengthen its position in the AI smart glasses segment with the RayNeo V3 series. The company leveraged its display expertise to deliver high-quality optics and integrated AI features, securing a competitive spot in the Chinese market and expanding into select overseas regions. Counterpoint notes that TCL’s experience in consumer electronics and global retail partnerships could help it scale further as the segment grows.
Xiaomi’s first AI Glasses became the fourth best-selling model worldwide and the third best-selling in the AI segment despite launching only a week before the end of the period. Strong support from Chinese consumers and Xiaomi’s fan base contributed to its rapid sales. Counterpoint expects Xiaomi to improve performance through software and OTA updates in the coming months.
Image Credit: LiveNOW from FOX
Traditional smart audio glasses from brands such as Huawei, Amazon, and Xiaomi’s Mijia saw declining shipments. Counterpoint attributes this to growing demand for AI glasses with features such as real-time translation, object recognition, and photo and video capture. Alibaba’s Quark AI Glasses are currently testing payment features to reduce reliance on smartphones for outdoor transactions.
Qualcomm introduced the AR 1+ Gen 1 smart glasses SoC, which is 26% smaller and 7% more power-efficient than its predecessor. Several Chinese chipmakers, including Allwinner Technology, entered the market with processors aimed at more affordable models.
Counterpoint now forecasts the global smart glasses market to grow at a compound annual growth rate of over 60% between 2024 and 2029. The firm expects new products from Meta, Alibaba, and other players in the second half of 2025, with Apple also reported to be developing its first AI glasses.
In related news, TCL and Hisense drive growth in global TV shipments as Mini LED adoption accelerates, while TCL CSOT prepares to announce a Gen-8 inkjet OLED investment after reaching the 350 PPI milestone.
(Via)
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TCL Launches 5G Mobile WiFi P50 and WiFi Router BE36 at CES 2026
TCL is done waiting for the future of connectivity; it just launched it. At CES 2026, the company unveiled the 5G Mobile WiFi P50 and WiFi Router BE36, two devices designed to cover the entire spectrum of modern connectivity needs, from your backyard to your basement office.
The TCL 5G Mobile WiFi P50 is more than a pocketable hotspot. It’s the first 5G mmWave mobile router that also supports both fast charging and wireless charging. It packs a 5000mAh battery for up to 12 hours of portable use, doubles as a power bank, and features a 2.4-inch touchscreen for live network stats. On the connectivity side, it delivers up to 3.97Gbps via full-spectrum 5G (mmWave + Sub-6), and tri-band Wi-Fi 7 speeds topping 5.8Gbps for up to 64 devices. There’s even a Gigabit Ethernet port for times when wireless just won’t cut it.
While the P50 is built for mobility, the TCL WiFi Router BE36 is focused on home performance. It offers 3.6Gbps Wi-Fi 7 across dual bands, supports up to 512 device connections, and leverages 3T3R (2ss) antenna tech to boost range. It’s EasyMesh R6 compatible too, meaning you can deploy multiple units to blanket large homes in a seamless, zero dead-zone network.
Security hasn’t been left behind either. The BE36 includes firewall-level protection with malware filters, brute-force attack detection, and smart-home security baked in. There’s even a built-in VPN suite and a dedicated gaming acceleration mode. Rounding it off is a 2.5GE port for serious wired performance.
In related news, TCL also unveiled the RayNeo Air 4 Pro, billed as the world’s first HDR10-enabled AR glasses, alongside the NxtPaper 70 Pro tablet with a dedicated eye-care display and stylus support at CES 2026.
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TCL Unveils World’s First HDR10 AR Glasses: RayNeo Air 4 Pro at CES 2026
TCL’s RayNeo has introduced the RayNeo Air 4 Pro AR glasses at CES 2026. The device is the world’s first AR glasses to support HDR10, aiming to deliver a cinema-like viewing experience in a lightweight wearable form.
RayNeo originally launched the Air 4 Pro in China last year. The company is now taking the product global, positioning it as a new category of “head-mounted TV.” The glasses feature a 201-inch virtual display at a 6-meter distance and weigh just 76 grams. They connect to USB-C display output devices, including smartphones, tablets, laptops, and gaming consoles such as the Nintendo Switch 2.
The Air 4 Pro is powered by the custom Vision 4000 chip. The processor enables real-time video enhancements, including upscaling SDR content to HDR and converting 2D video into 3D. The glasses support HDR10 for richer contrast and more vibrant color reproduction.
For audio, RayNeo collaborated with Bang & Olufsen to design a four-speaker system. The glasses use directional sound tubes to provide immersive audio while minimizing sound leakage. The sound system has been fine-tuned by B&O’s audio engineering team.
The design focuses on comfort and portability. Adjustable nose pads and a balanced frame allow for extended use. The lightweight build makes it suitable for travel and on-the-go entertainment.
RayNeo plans to launch the Air 4 Pro globally on January 25 for $299. The price undercuts many other AR glasses in the market, making it one of the most affordable options in its class.
If you are planning to buy an AR headset right now, the Air 3s Pro is also worth considering, as it is currently on sale for $249.
News
TCL NxtPaper 70 Pro unveiled with dedicated eye-care display and stylus support
TCL has unveiled the NxtPaper 70 Pro at CES 2026. The new smartphone expands the company’s NxtPaper lineup with upgraded display technology and built-in AI features aimed at reading, writing, and eye comfort.
TCL NxtPaper 70 Pro Specifications
The phone introduces NxtPaper 4.0 and includes a physical “NxtPaper Key” that switches between three screen modes: Color Paper Mode, Ink Paper Mode, and Max Ink Mode. The Max Ink Mode transforms the screen into a monochrome interface for focused reading. TCL claims it can deliver up to seven days of reading time and up to 26 days on standby. The mode includes a built-in library and AI tools such as AI Outline, Q&A, Audiobook, and Podcast.
The phone uses a 6.78-inch display with nano-matrix lithography and adaptive tuning to reduce glare and reflections. The screen is certified by TÜV and SGS and supports seven eye-care features, including blue light purification down to 3.41%, flicker-free DC dimming, and dim-light protection. It can drop brightness to as low as 1 nit for bedtime use and uses Circular Polarised Light for color accuracy with Delta E below 1.
The NxtPaper 70 Pro runs on the MediaTek Dimensity 7300 processor with up to 8GB physical RAM and 16GB virtual RAM. It supports up to 512GB of storage. TCL equips the device with a 50MP rear camera with OIS and a 32MP front camera. The MuseFilm imaging system supports night mode, motion capture, and CCD-style film filters.
AI features include Smart Interpreter, voice memo transcription, and support for Google Gemini. TCL also supports stylus input through the T-Pen and offers AI handwriting tools. The phone has a 5,200mAh battery with 33W fast charging and carries an IP68 rating.
Pricing and Availability
TCL will launch the NxtPaper 70 Pro in February. Prices start at €339 for the 256GB model and €389 for the 512GB version. The phone will be available in Europe, North America, Asia-Pacific, Latin America, and the Middle East.
In related news, TCL launched the X11L SQD Mini LED TV series at CES 2026, highlighting up to 10,000 nits of peak brightness and Gemini AI features. The company also introduced the TCL Note A1 NxtPaper e-note tablet with an 11.5-inch 120Hz color display and stylus support.