How fast are AI glasses growing?

  • Wellsenn XR data shows that global AI glasses sales rose from 1.53 million units in 2024 to approximately 8.46 million units in 2025, an increase of 453% year on year; global shipments continued to grow by 263% year on year in the first half of 2026.
  • Wellsenn XR expects global sales to potentially reach 16 million units in 2026 and 90 million units in 2030, corresponding to a compound annual growth rate of approximately 60% from 2025 to 2030.

What is driving demand, and what does the competitive landscape look like?

  • Founder Securities believes the primary product driver for AI glasses is the maturation of software-based AI capabilities: applications such as visual understanding, real-time translation and environmental recognition are shifting products from a focus on content display toward everyday assistance, potentially reaching a broader range of consumers.
  • Counterpoint data shows that non-display AI glasses accounted for 96% of global AI glasses shipments in the first half of 2026, with Meta holding approximately 94% of that segment. Display-equipped products have a smaller base, but AR+AI glasses shipments grew 449% year on year over the same period, and Chinese manufacturers such as Rokid are advancing their commercialization.

Which parts of the supply chain could benefit?

  • Guotai Haitong Securities believes that rising shipments of finished devices will support demand for core components. Lenses can also increase the value per device through customization for people with myopia or astigmatism, as well as high refractive index and display compatibility.
  • Eye examinations, glasses fitting and after-sales adjustments require offline services, giving established distribution channels value. Doctor Glasses is a core partner for Qwen AI Glasses, providing those services and also working with other smart glasses brands.
  • Founder Securities notes that the industry is still in the early stages of consumer adoption and that there is a time lag before related companies' results materialize. When selecting companies, investors should consider supply chains, distribution channels, cost control and product execution, as well as revenue and shipment performance.