Global smart glasses shipments saw a significant 139% year-on-year growth in the second half of CY25, driven by Meta’s expanding product range and new AI smart glasses models. India experienced a remarkable 15-fold increase in shipments during the same period after Meta’s official launch in May 2025, although it represented only 2% of the global volume.
AI smart glasses dominated the market, constituting 88% of total shipments in the latter half of CY25, as demand for basic smart audio glasses waned. This shift towards AI-enabled models is expected to continue driving growth in the smart glasses sector in 2026 and beyond, with leading players expanding aggressively and new brands entering the market.
The research firm forecasts strong growth for smart glasses shipments in the coming years, despite potential challenges posed by increasing memory prices. While the rise in memory costs could present obstacles, the impact is expected to be limited for now, given the relatively high gross margins of current AI glasses.
India is poised to witness the introduction of its first AI glasses by various players, as China’s market share declined to 6% in the latter half of CY25 despite an uptick in shipment volume. The global average selling price of AI smart glasses rose to approximately $360 in H2 CY25 from $347 in H1 2025, indicating a positive trend in the market.
North America retained its position as the largest market for smart glasses, accounting for 37% of global shipments, while Western Europe saw its share increase to 30%. The surge in AI glasses was fueled by seasonal demand, Meta’s product expansion, and a wave of new releases, especially from Chinese vendors like Li Auto, Rokid & BOLON, Baidu, Meizu, and other smaller OEMs.
