On September 24, according to Counterpoint Research's global smart glasses market tracking, total global AI glasses shipments increased 263% year-on-year in the first half of 2026. Affordable and lightweight display-free AI glasses continue to dominate, accounting for 96% of total shipments; however, AR&AI glasses mostly rely on optical waveguide technology to achieve optical see-through experiences. Due to high cost, technical maturity still needs to be improved, and product forms are relatively heavy, the market is still relatively niche.

On September 24, according to Counterpoint Research's global smart glasses market tracking, total global AI glasses shipments increased 263% year-on-year in the first half of 2026. Affordable and lightweight display-free AI glasses continue to dominate, accounting for 96% of total shipments; however, AR&AI glasses mostly rely on optical waveguide technology to achieve optical see-through experiences. Due to high cost, technical maturity still needs to be improved, and the product form is relatively heavy, the market is still relatively niche.