Overview:
The global smart glasses market grew by 110% YoY in H1 2025. This remarkable growth was fueled by robust demand for Ray-Ban Meta Smart Glasses and the entry of new players such as Xiaomi, TCLRayNeo, and several smaller brands. However, this growth momentum falls short of the industry’s earlier expectations, which had been fueled by a wave of new AI glasses launched since late 2024. Notably, most of these new AI glasses OEMs failed to meet their original shipment targets as the design and development of fully functional AI smart glasses has proven more challenging than many initially anticipated. Apart from Meta, key AI glasses OEMs that achieved shipments in H1 2025 include Xiaomi, TCL-RayNeo, Kopin Solos, and Thunderobot, with the debut of the Xiaomi AI Glasses being the most anticipated event in the industry.
For details on the competitive landscape in H1 2025, including key challenges faced by new AI glass OEMs, emerging applications, our analysis of major events and players, and the assumptions underlying our updated forecast, please refer to the full report.
