Have Smart Glasses Shipments Surged by 110% Year on Year in H1 2025? Meta Dominates Market Share
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Synopsis
Smart glasses shipments have soared by 110% YoY in H1 2025, with Meta capturing a remarkable 73% market share. The booming AI glasses segment is leading the way, while competition heats up with new entrants like Xiaomi. As the market expands, innovative features and regional growth are driving the future of smart eyewear.
Key Takeaways
- Smart glasses shipments increased by 110% YoY in H1 2025.
- Meta captured a dominant 73% of the market share.
- AI smart glasses accounted for 78% of total shipments.
- Xiaomi and TCL-RayNeo are emerging players in the market.
- Market growth is expected at over 60% CAGR until 2029.
New Delhi, Aug 12 (NationPress) According to a report released on Tuesday, the global shipment of smart glasses has skyrocketed by 110 percent YoY in the first half of CY2025.
This remarkable growth has been fueled by the increasing popularity of Ray-Ban Meta smart glasses and the entry of new players such as Xiaomi and TCL-RayNeo, as detailed by Counterpoint Research.
During this period, Meta's share of the global smart glasses market surged to 73 percent, driven by robust demand and enhanced production capabilities at Luxottica, its primary manufacturing partner.
The segment of AI smart glasses constituted 78 percent of total shipments in H1 2025, marking an increase from 46 percent in H1 2024 and 66 percent in H2 2024. This segment has expanded by over 250 percent YoY, significantly outpacing the overall market growth.
Conversely, the smart audio glasses category saw a downturn due to stiff competition from AI glasses, which offer advanced features such as photo and video capture, and image and object recognition.
Besides Meta, companies like Xiaomi, TCL-RayNeo, Kopin Solos, and Thunderobot also reported significant shipments in H1 2025. The market anticipates the introduction of more AI glasses models in H2 2025, including new releases from Meta, Alibaba, and other emerging brands, as per the report.
Senior Research Analyst Flora Tang remarked, "The global tariff crisis impacting electronic devices during the early part of the year has had minimal repercussions on the smart glasses market thus far."
Tang further observed that Xiaomi's AI glasses rapidly gained popularity, ranking fourth overall and third in the AI glasses category within just a week of their launch in H1 2025.
Chinese firms are also developing AI glasses tailored for glass-based payments, aimed at decreasing users' dependence on smartphones during outdoor shopping and food ordering, as the report highlights.
The Ray-Ban Meta AI Glasses led shipments to regions including North America, Western Europe, and Australia. In Q2 2025, Meta and Luxottica expanded their reach to India, Mexico, and the UAE, further boosting their market shares in these areas.
"We anticipate the market to maintain a growth rate of over 60 percent CAGR from 2024 to 2029. This growth trajectory is likely to benefit all stakeholders in the ecosystem, including smart glasses OEMs, processor suppliers, and audio and structural component vendors," the report mentioned.
Point of View
It is essential to recognize the transformative impact of smart glasses in today's technology landscape. The substantial growth in shipments not only underscores consumer interest but also highlights the increasing integration of AI in personal devices. This trend reflects broader market dynamics and innovation, which will shape our digital future.
NationPress
19/08/2025
Frequently Asked Questions
What caused the surge in smart glasses shipments?
The surge is primarily due to the strong demand for Ray-Ban Meta smart glasses and the entry of new players like Xiaomi and TCL-RayNeo.
How much market share does Meta hold?
Meta's share of the global smart glasses market rose to 73% in H1 2025.
What percentage of shipments were AI smart glasses?
AI smart glasses accounted for 78% of total shipments in H1 2025.
What is the expected market growth rate?
The market is expected to grow at a CAGR of over 60% from 2024 to 2029.
What new models can we expect in the future?
More models of AI glasses are anticipated in H2 2025 from Meta, Alibaba, and several smaller companies.
