Global AI-powered glasses shipments grew 263% year-over-year in the first half of 2026. Affordable, display-less models accounted for 96% of the total market. Shipments in this segment increased 258%, led by the Meta and EssilorLuxottica partnership.
Meta captured 94% of all display-less AI glasses shipped during this period. Meta’s specific shipment volume increased 260% year-over-year. This growth followed an expanded product lineup, new market entries, and broader retail promotions.
The AR glasses segment with displays grew 449% from a small base. Chinese manufacturers currently lead this niche market.