Overview
The global smart glasses market grew 212% YoY and 22% sequentially in H1 2026. Growth was primarily driven by the aggressive expansion of Meta and EssilorLuxottica. After roughly three years since the launch of Ray-Ban Meta Smart Glasses in 2023, the competitive landscape of the global smart glasses market remains largely unchanged. Meta further strengthened its dominance in H1 2026, accounting for about 84% of global shipments, while other OEMs remained relatively small and under-scaled. Overall, beyond Meta, the global smart glasses landscape remains highly fragmented.
For details on the competitive landscape in H1 2026, 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.
