According to Counterpoint Research, global shipments of smart glasses more than doubled in the first half of 2025, fuelled by soaring demand for AI-powered models.

The segment accounted for 78% of shipments, outpacing basic audio-enabled smart frames.

Meta led the market with over 73% share, primarily driven by the success of its Ray-Ban AI glasses. Rising competition came from Chinese firms, including Huawei, RayNeo, and Xiaomi, emerging as a surprise contender with its new AI glasses.

Analysts attribute the surge to growing consumer interest in AI-integrated wearable tech, with Meta and Xiaomi's latest releases generating strong sales momentum.

Competition is expected to intensify as companies such as Alibaba and ByteDance enter the space in the second half of the year.