AI glasses, which have enjoyed widespread popularity for much of the year, witnessed a notable year-on-year and month-on-month decrease in both sales volume and revenue in July 2026. The decline in sales volume can likely be attributed to a post-618 shopping festival lull in demand and a high base effect from the previous year. However, the drop in sales revenue was far more pronounced than that of sales volume, signaling shifts in pricing strategies and product composition. Despite price cuts, sales of photography-focused AI glasses plummeted significantly. While a low-price approach has altered market share dynamics, it has not succeeded in broadening the market due to the easily replaceable features and limited added value of these products. In contrast, AR glasses equipped with display capabilities experienced robust year-on-year growth in both sales volume and revenue, with average prices maintaining a premium level. At present, AI glasses have branched out into three distinct categories: mobile phone accessory types are susceptible to price wars, vertical tool types cater to specialized use cases, and new entrants are betting on the next-generation computing platform, albeit facing considerable technical hurdles. This suggests that after an initial trial phase, the true competitive landscape of the AI glasses consumer market is only now beginning to take shape.