Hong Kong Stock Concept Tracking | AI Glasses Accelerate Iteration, Supporting Vendors Are Expected to Share More Value in the Industrial Chain (with concept stocks)

According to Omdia's latest data, global shipments of AI glasses reached 4.2 million units in the first half of 2026, an increase of 127% over the previous year.

Omdia analyst Qiran Ju said, “The AI glasses market grew in the first half of 2026, thanks on the one hand to Meta's continued market popularity, and on the other hand, it was driven by a large number of new Chinese manufacturers.

Another key point is that major manufacturers use the form of everyday glasses as carriers, focusing on functions such as hands-free photo and video shooting, open ear audio, and AI assistants, so that the value of the product can be intuitively perceived by consumers.”

The Zhitong Finance App learned that according to the “Global Smart Glasses Market Tracking Report” released by Counterpoint Research, global AI glasses (including screenless AI glasses and AR/AI glasses) shipments increased 263% year-on-year in the first half of 2026.

Screen-less AI glasses, which are less expensive and weigh less, continue to dominate, accounting for 96% of total shipments. Looking ahead, the AI glasses market will maintain strong growth, and the next stage of growth will be driven by smart glasses.

Peter Richardson, vice president of research at Counterpoint Research, said that the competitive pattern in the global AI glasses market remained basically unchanged, and Meta further consolidated its dominant position in the first half of the year, accounting for about 94% of global shipments. In the field of screenless AI glasses, Meta and EssilorLuxottica have adopted a more aggressive expansion strategy to drive growth in emerging markets in North America, Western Europe, Latin America, India and Asia Pacific.

Fangzheng Securities released a research report saying that AI glasses are currently more suitable for finding individual stock opportunities from the bottom up, rather than simply betting on the overall beta market in the sector. The bank believes that the industry is still in the consumer-side introduction period, and there is a time lag in implementing the performance of related companies. It is recommended that targets be screened along the two logical lines of restructuring the consumer scenario and implementing AI hardware, focusing on companies that have supply chain, channel, cost control, product power and execution capabilities, and can generate revenue and shipment fulfillment.

AI glasses-related industry chain enterprises:

Connett Optics (02276): The company said that in conjunction with the AR smart glasses projects of several major domestic customers, which have entered the mass production stage, the company's technical capabilities in the field of smart glasses, especially in AR smart glasses optometry solutions, have been recognized by domestic and foreign technology companies and consumer electronics companies. Orient Securities pointed out that Connett Optics has developed business cooperation with a total of about 20 leading smart glasses developers at home and abroad. Some key projects of domestic customers have entered the mass production stage, and it is expected that 2026 will contribute significantly to revenue and net profit. In addition, the company has established a joint venture with Goertek Optics through its holding subsidiary, and plans to participate in the financing of Smart Partner Technology to deepen the layout of the XR lens industry chain.

Lansi Technology (06613): According to the market, Meta will release the next generation of Ray-BANAI glasses in September. The product will add an AR display function. I learned from people familiar with the matter that Lansi Technology will exclusively supply the three core components of this AI glasses. Currently, related components are already being manufactured.

Shunyu Optical Technology (02382): Shunyu Intelligent Optics has technical layout and product solutions for AI glasses vision solutions, particularly in the three major fields of scene interaction, information interaction, and imaging. The company achieved full-stack xR vision solution coverage based on monocular, binocular, and dToF technologies, and continuously promoted R&D progress in high resolution, miniaturization, and variable aperture to meet the industry's demand for AI glasses such as SLAM, ultra-wide angle, ultra-telephoto, and eye tracking.

Ruisheng Technology (02018): According to Ruisheng Technology's official WeChat account, Ruisheng Technology's SRG (surface embossing grating) diffractive light waveguide lens products have successfully passed performance and reliability tests for several leading end customers around the world, and reached fixed-point cooperation in mass production. Currently, some projects have entered the batch climbing and delivery stage. According to customer demand forecasts, the second half of 2026 will usher in a large-scale mass production shipping window.

Easy Health (02661): Easy Health officially unveiled the world's first evidence-based medical AI eyewear system, an evidence mirror, at CES Asia. “Evidence Mirror” is a clinical support system built for real medical scenarios such as consultation, room inspection, inspection, consultation, and follow-up, using AI glasses as the first point of view and the core capability of “Zheng Yuanfang”, an easy health self-research and evidence-based medical intelligence.