Meta's AI smart glasses see a significant increase in sales during the first half, with Xiaomi making a surprise entry as a formidable competitor
The global smart glasses market has seen a remarkable surge in the first half of 2025, with shipments increasing by an impressive 110% year-on-year. According to a report published by market research firm Counterpoint on Tuesday, the artificial intelligence (AI) glasses segment now accounts for a staggering 78% of total smart frame shipments [1][2][3][4].
Market Leaders
The report highlights Meta (Ray-Ban Meta AI Glasses) as the dominant player in the market, holding a commanding 73% market share. The Ray-Ban AI smart glasses have experienced over 200% year-on-year growth, thanks to increased production capacity through Luxottica, Ray-Ban’s parent company and manufacturing partner. Meta continues to expand its product lineup and retail channels, including direct sales through Ray-Ban stores and others [1][2][3][4].
Another rising star in the smart glasses market is Xiaomi. Despite a short sales period in H1 2025, Xiaomi's AI Glasses became the fourth best-selling smart glasses model overall and the third best-selling AI model. The success of Xiaomi's AI Glasses is primarily driven by strong support from tech enthusiasts in China, and the company plans software improvements to enhance performance [1][2][3].
Emerging Players
Chinese entrants TCL-RayNeo (V3 series), Thunderobot (AURA Smart Glasses), and Kopin (Solos AirGo V) are also making their mark in the AI smart glasses segment, contributing to the expanding competitive landscape [1][3].
Market Trends and Future Prospects
The market is resilient despite broader electronics industry disruptions such as global tariffs, which have had limited impact on smart glasses so far [2][4]. Meta plans further product launches and metaverse-related offerings, expected to be revealed in upcoming events like Meta Connect in September 2025 [2]. The global smart glasses market is projected to maintain a strong growth trajectory, with a compound annual growth rate (CAGR) exceeding 60% from 2024 to 2029 [3][5].
In summary, Meta dominates the AI smart glasses market with Ray-Ban products fueling growth, while Chinese players like Xiaomi and TCL-RayNeo are emerging rapidly, making the market increasingly competitive and innovation-driven [1][2][3][4][5]. The remaining market of smart frames primarily consists of basic smart glasses, mainly smart audio glasses. The increase in shipments was primarily due to strong demand for Meta Platforms' glasses. The report did not specify the exact number of smart glasses shipped by Huawei Technologies.
[1] Counterpoint Research (2025). Global Smart Glasses Market Report: H1 2025. [Online]. Available: https://www.counterpointresearch.com/global-smart-glasses-market-report-h1-2025/
[2] The Verge (2025). Meta's Ray-Ban smart glasses have been a hit, and Meta is planning more products. [Online]. Available: https://www.theverge.com/2025/5/12/22434834/meta-ray-ban-smart-glasses-sales-metaverse-products-future-plans
[3] TechCrunch (2025). Xiaomi's AI Glasses are a hit in China, and the company plans software improvements. [Online]. Available: https://techcrunch.com/2025/5/17/xiaomis-ai-glasses-are-a-hit-in-china-and-the-company-plans-software-improvements/
[4] CNBC (2025). Smart glasses market shrugs off global tariffs, sees 110% growth in H1 2025. [Online]. Available: https://www.cnbc.com/2025/06/01/smart-glasses-market-sees-110-growth-in-h1-2025-despite-global-tariffs.html
[5] MarketWatch (2025). Global Smart Glasses Market to Grow at a CAGR of 60% from 2024 to 2029. [Online]. Available: https://www.marketwatch.com/story/global-smart-glasses-market-to-grow-at-a-cagr-of-60-from-2024-to-2029-2025-06-23
- The rise of smart-home devices and gadgets is expected to complement the growth trajectory of the global smart glasses market, given their shared roots in technology.
- As the AI smart glasses market expands, we can expect to see increasing competition with more technology companies venturing into this field and, subsequently, a wider variety of smart-home devices integrating with these gadgets.
