According to Counterpoint Research, global shipments of AI glasses grew by 263% year-over-year in the first half of 2026. Display-less models dominated the market, accounting for 96% of all shipments, while AR-enabled AI glasses captured the remaining 4% share.
The display-less segment saw a 258% year-over-year increase and a 22% sequential growth. Meta continues to lead this category with a 94% market share, reporting a 260% year-over-year and 22% sequential rise in sales volume.
AR AI glasses experienced a significant 449% year-over-year increase and 18% sequential growth. Chinese OEMs are currently driving commercialization, with China becoming the largest market for this category at 45%, surpassing the United States at 41%.
Analysts note that future growth faces uncertainty due to rising prices of semiconductor components, such as memory, and public concerns regarding privacy issues related to AI-integrated eyewear.
