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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