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Report

Global XR & Smart Glasses Market Intelligence Tracker, May 2026 Update

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July 1, 2026

Overview

The XR & Smart Glasses Market Intelligence Tracker provides Counterpoint’s perspective on a curated selection of recent news and articles about AR, VR/MR, and smart glasses that shape the ecosystem, spanning OEMs, supply chain players, content providers, and more. It offers readers insights into the current state of the sector and its potential implications, helping them connect the dots.

In this report, we analyze key developments in the XR and smart glasses ecosystem in May 2026. We share our thoughts on Google's Android XR OS-based AI glasses, XREAL’s debuts X by XREAL (xbx), launch of Lenskart Smart Glasses in India, Alibaba's software upgrades on Qwen AI glasses, RayNeo's new GT series AR Glasses & V4 AI Glasses and more.

Table of Contents

  • Definition of Terms in This Report
  • Key Developments of the Month: May 2026 Update
  • Google
  • SeeYa
  • Alibaba
  • XREAL
  • RayNeo
  • B by Lenskart
  • Jade Bird Display
  • Visionox

Other Ecosystem Developments:

Other developments in XR & Smart Glasses Ecosystem

Counterpoint's Latest Blogs & Reports on XR, Smart Glasses, and AI


Number of Pages: 18
Published Date: June 2026


Category

Industry

Emerging technologies

Service

Extended Reality (XR)

Report Type

Report

Time Period

Monthly

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Author

Flora Tang

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Flora is a Principal Analyst at Counterpoint Research, based in Hong Kong. With over nine years of experience in the mobile industry, she specializes in analyzing the consumer electronics market and the Chinese supply chain. Flora has held various roles in the market intelligence and business strategy functions with leading Chinese smartphone OEMs, internet company and telecom operator. She initially joined Counterpoint Research in 2017 but later moved on to play key roles in OPPO’s international business strategy in 2021 and HONOR’s corporate strategy planning in 2022. Flora has since returned to Counterpoint, where she now serves a broader array of global technology players. Academically, Flora holds a bachelor’s degree in International Relations from Sun Yat-Sen University and a master’s degree from The Chinese University of Hong Kong.

Guillaume Chansin

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Dr. Guillaume Chansin is a display analyst covering advanced and emerging display technologies. He has authored the display reports on XR and MicroLED displays. He is also a regular contributor to the Display Weekly Review Report. Guillaume has a Master’s degree in Applied Physics from INSA Toulouse and a PhD from Imperial College London.

Akshay RS

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Akshay RS, a TMT research analyst at Counterpoint Technology Market Research, aims to create impactful insights and engaging visual stories. He tracks and analyses mobile devices, consumer IoT, XR, and retail segments across various regions and countries. With a civil engineering degree and MBA from SRM University, where he specialized in market research and operations, Akshay's passion for technology, data, and illustration drives him to push the boundaries of his field.