Global AR Smart Glasses Market Surges as Rokid Takes the Lead in Waveguide-Primarily based Shipments

According to Counterpoint Research’s newest Global XR (AR/VR) Headset Model Shipments Tracker report, international AR good glasses market posted a big rebound in 2025, with shipments rising 98% yr over yr to a document excessive. Momentum accelerated even additional within the second half of the yr, when shipments climbed 148% yr over yr, helped by Rokid Glasses scaling up, the launch of Meta Ray-Ban Display, and new merchandise from different OEMs.

Market Growth Accelerates

The broader market’s 2025 enlargement was pushed by positive factors on each main product classes. Video-centric AR good glasses, sometimes constructed round Birdbath or Flat Prism lenses, grew 80% yr over yr in H2 2025. Waveguide-based AR good glasses, which focus extra on info show, surged by over 600% yr over yr throughout the identical interval. As a outcome, waveguide-based merchandise elevated their share of the overall market to 38%, up from 13% in H2 2024 and 19% in H1 2025.

This shift means that consumers are more and more responding to lighter, extra display-oriented gadgets that supply stronger AI features. The report notes that lots of the latest merchandise are designed round real-life eventualities like real-time translation, navigation, speech prompting, camera-based picture recognition, and encyclopedic Q&A. In China, some OEMs have began working with Alibaba on glass-based fee features.

Rokid Leads Waveguide Segment

Among waveguide-based gadgets, Rokid stood out because the main OEM in H2 2025. Its sturdy preliminary gross sales momentum and profitable manufacturing ramp-up helped Rokid Glasses shortly acquire traction as an early entrant within the AR+AI glasses section. Production scaled up considerably by the tip of June 2025, and the corporate expanded past mainland China via telecom operators, eyewear retailers, malls, and on-line channels.

That progress gave Rokid a visual edge in a section that’s changing into extra crowded and extra strategically vital. The report locations Rokid forward in shipments, whereas noting that the aggressive discipline additionally consists of Meta, Even Realities, INMO, Alibaba, and Meizu. In sensible phrases, Rokid seems to have transformed early market positioning into actual cargo management at a time when the class continues to be defining its winners.

Competition Heats Up

The video-centric aspect of the market can also be changing into extra concentrated with RayNeo, XREAL, and VITURE accounting for 96% of the section in H2 2025, up from 85% in H2 2024.

RayNeo led with a 42% market share, backed by a broad product vary, aggressive pricing, and wider retail partnerships. XREAL then adopted with 28%, due to the demand for the XREAL One Pro, and VITURE noticed shipments rise by greater than 200% yr over yr due to the Luma and Beast collection.

On the waveguide aspect, Meta’s Ray-Ban Display gained recognition as the corporate’s first commercialized good glasses with a see-through show, although provide constraints restricted output in 2025. Even Realities secured a 16% share with its light-weight G1 and G2 fashions. INMO and Alibaba adopted with 7% and 5%, whereas Alibaba’s Quark AI Glasses S1 drew consideration in China regardless of worth and provide limitations.

AI Glasses Define the Next Phase

In H2 2025, glasses geared up with AI-capable processors, microphones, audio system, cameras, and wi-fi connectivity made up about 70% of waveguide-based shipments, up from virtually nothing a yr earlier. China and the US are at present the biggest markets for these gadgets.

That pattern underscores how the market is shifting from easy show {hardware} towards merchandise that mix AR with sensible AI options. For OEMs, the problem is now not solely about launching eye-catching merchandise, but in addition about constructing provide, scale, and ecosystems that may assist wider adoption. Rokid’s sturdy execution in manufacturing and distribution suggests it’s properly positioned in that race.

Outlook

The report expects the worldwide AR good glasses market to continue to grow within the coming years, supported by worldwide enlargement from main OEMs, new entrants, and maturity in show and optical parts. Even so, the market might face headwinds, no due to reminiscence worth hikes and geopolitical tensions which will have an effect on the broader international economic system. For now, the numbers level to a class gaining velocity, with Rokid rising as one of many clearest leaders within the waveguide-based section.

Frequently Asked Questions (FAQ)

Q: How a lot did international AR good glasses shipments develop in 2025?

A: Global shipments rose 98% yr over yr in 2025 and reached a document excessive.

Q: What occurred in H2 2025?

A: Shipments grew 148% yr over yr, pushed by Rokid Glasses scaling up, the Meta Ray-Ban Display launch, and new merchandise from different OEMs.

Q: Which firm led the waveguide-based section?

A: Rokid emerged because the main OEM in shipments in H2 2025.

Q: What share did waveguide-based merchandise maintain out there?

A: Waveguide-based merchandise accounted for 38% of the overall market in H2 2025, up from 13% in H2 2024 and 19% in H1 2025.

Q: What is driving the rise of AI glasses?

A: AI glasses are rising as a result of they mix processors, microphones, audio system, cameras, wi-fi connectivity, and sensible use circumstances like translation, navigation, and picture recognition.

Source

Emman has been writing technical and have articles since 2010. Prior to this, he grew to become one of many instructors at Asia Pacific College in 2008, and finally landed a job as Business Analyst and Technical Writer at Integrated Open Source Solutions for nearly 3 years.