AI Glasses Market Surges: 8.7 Million Units Shipped in 2025, Meta Dominates
The global market for artificial intelligence (AI) glasses experienced substantial growth in 2025, with shipments reaching 8.7 million units – a 322% increase year-over-year. This surge indicates growing consumer and vendor interest in this emerging wearable AI technology category.
Meta Leads the Market
Meta Platforms continues to be the dominant force in the AI glasses market, capturing an 85.2% share of global shipments in 2025. The company shipped approximately 7.4 million units, a 281.3% increase from the previous year [Apple World Today]. This success is largely attributed to the performance of its Oakley and second-generation Ray-Ban branded AI glasses.
Meta’s expansion into new markets, including India, Mexico, and Brazil, has also contributed to its strong performance [TelecomLead].
Rising Competition from Chinese Vendors
While Meta holds a commanding lead, other companies are gaining traction. Rokid secured the second-largest market share with 3.9% of shipments in 2025, followed by Xiaomi at 3.5% [TelecomLead]. Other brands collectively accounted for 7.4% of the market.
China as a Growth Engine
Mainland China is emerging as the fastest-growing market for AI glasses. In 2025, it accounted for 10.9% of global shipments, approaching one million units, making it the second-largest market after the United States [Omdia]. This rapid expansion is fueled by aggressive pricing strategies, frequent product launches, and increased participation from local technology companies [Omdia].
Apple’s Potential Entry
The growth in the AI glasses market is also being closely watched by Apple, which is rumored to be developing its own smart glasses. Bloomberg’s Mark Gurman reports that Apple’s smart glasses could be previewed or even available by the end of 2026 [Apple World Today]. Prototypes feature high-resolution cameras for photo and video capture, as well as computer vision capabilities for environmental context [Apple World Today]. Analyst Ming-Chi Kuo has previously predicted potential shipments of 3-5 million units or more for Apple’s device.
The AI glasses market is poised for continued expansion, driven by technological advancements and increasing consumer adoption.