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Global AI Glasses Market Share Estimates
Comparison of market presence between major AI glasses vendors globally.
Primary Sources
Global AI glasses shipments reach 8.7 million units with Mainland China ...
According to the latest estimates from Omdia, global shipments of AI glasses in 2025 reached 8.7 million units, marking a significant 322% increase, fueled by a surge of interest in this emerging AI device category. Meta remains the dominant force globally, holding the largest share of the global market at 85.2%. Meta’s AI glasses shipments reached 7.4 million units, representing a growth rate of 281.3%, driven by strong performance from the Oakley and second-generation Ray-Ban-branded AI glasses, supported by Meta’s efforts to expand into new markets, including India, Mexico, Brazil and others.Within Mainland China, where Meta does not have a direct presence, local device vendors and tech companies are rapidly evolving the competitive landscape. Mainland China has quickly become the fastest-growing market globally, fueled by numerous product launches, a wave of new entrants, and aggressive pricing strategies. The market captured a 10.9% share of the global AI glasses market, with shipments approaching one million units, making it the second-largest market by volume, trailing only the United States. Globally, Chinese vendor Rokid and smartphone vendor Xiaomi rose quickly to take the second and third positions, respectively. “Rokid has emerged as a dark horse contender in the AI glasses race,” said Qiran Ju, Senior Analyst at Omdia. “It could effectively compete in Mainland China while also expanding globally through an open approach, providing flexibility and AI assistant choice for consumers.” The share of AI glasses with displays saw a notable increase, rising from 3.3% in 2024 to 8.4% in 2025, with total shipments reaching 730,000 units. Chinese companies, including Rokid, Alibaba, and Even Realities, dominated the market, accounting for 71% of these display-equipped AI glasses. Meta’s Ray-Ban Display glasses incorporate advanced display technology and shipped 84,000 units, with demand exceeding supply. This display-based approach enhances advanced AI assistant integration, embodying ambient AI by embedding intelligence into the user's view without disrupting natural interactions. The result is a more subtle, context-aware interaction experience. Qiran Ju, Senior Analyst at Omdia. “Chinese vendors tend to design AI glasses with displays supported by a differentiated go-to-market strategy,” said Ju. “The integration of displays opens new applications that resonate with consumer habits, as vendors craft products for global appeal, driving swift expans...
China's Rokid to bring OpenClaw to AI glasses - Nikkei Asia
Artificial intelligenceStartup looks to expand in Japan and Europe as AI agents move to wearablesChinese startup Rokid officially launched its AI glasses in Japan and Europe this year as it further expands markets outside China. © ReutersYIFAN YUApril 9, 2026 10:57 JSTPALO ALTO, California -- OpenClaw, the autonomous AI agent that has been taking the tech world by storm, will soon be available to wear, Chinese smartglasses startup Rokid told Nikkei Asia.
Chinese smart glasses maker Rokid plans Hong Kong IPO: sources
Rokid, a Hangzhou-based smart glasses maker, is preparing to file for a Hong Kong IPO as early as the end of April as AI eyewear draws more interest, according to people familiar with the matter.
AI Glasses Shipment Forecast Assumption Overview 2026
This report provides a comprehensive overview of the latest market assumptions for AI glasses from 2026 to 2030, including shipment forecasts and regional dynamics.
