According to the latest data from CINNO Research, domestic consumer AI/AR market sales reached 696,000 units in 2025, surging by 109% year-on-year. Brands such as Rayneo, Xiaomi, XREAL, and Rokid have become the primary drivers of this growth. Among them, Rayneo claimed the top spot with a 32% market share, experiencing a staggering 125% year-on-year sales increase. It is projected that in 2026, the market will continue to grow by 65% or more year-on-year.
