Data from Omdia indicates that global shipments of AI glasses are projected to hit 8.7 million units in 2025, marking a staggering 322% year-on-year surge. Meta commands an 85.2% share of the global market, shipping 7.4 million units. This remarkable performance can be attributed to the exceptional sales of certain brands and its strategic expansion into new markets. Meanwhile, Mainland China has emerged as the fastest-growing region, propelled by the launch of innovative products, the entry of new manufacturers, and competitive pricing strategies. The Chinese market accounts for a 10.9% share of the global market, with nearly 1 million units shipped, ranking second worldwide. Chinese manufacturers Rokid and Xiaomi have showcased outstanding performance, securing the second and third positions, respectively, among global manufacturers. The market share of AI glasses with display capabilities has witnessed a significant increase, rising from 3.3% in 2024 to 8.4% in 2025. Notably, Chinese companies have established a dominant presence in this segment. Meta's Ray-Ban Display glasses have shipped 84,000 units, with demand vastly outstripping supply. Its display-based solution epitomizes the concept of ambient AI, offering users an unparalleled interactive experience.
