Smart Glasses Market Surges 110% in H1 2025 with New Meta, Xiaomi Launches

The global smart glasses market surged 110% YoY in H1 2025, driven by strong demand for Ray-Ban Meta smart glasses and new launches from Xiaomi and TCL-RayNeo. AI smart glasses accounted for 78% of total shipments, growing over 250% YoY. Meta's share of the market reached 73%, and the company is expected to showcase more smart glasses at Meta Connect in September. New entrants include Xiaomi AI Glasses, TCL-RayNeo, and Thunderobot.

The global smart glasses market experienced a significant surge in the first half of 2025, with a remarkable 110% year-over-year (YoY) growth. This surge was predominantly driven by strong demand for Ray-Ban Meta smart glasses and new launches from Xiaomi and TCL-RayNeo [1]. AI smart glasses accounted for 78% of total shipments, with a growth rate of over 250% YoY, indicating a substantial shift towards AI-integrated wearables.

Meta's dominance in the market is evident, with the company's share reaching 73%. The company is expected to showcase more innovative smart glasses at the upcoming Meta Connect event in September, further cementing its leadership role. New entrants, such as Xiaomi AI Glasses, TCL-RayNeo, and Thunderobot, have added to the competitive landscape, fostering innovation and enhancing consumer choices [1].

The market growth can be attributed to advancements in AI capabilities, battery life, and design. Meta's third-generation Ray-Ban smart glasses, featuring designs like the 'Aperol' and 'Bellini,' have set new benchmarks with improved AI functionalities and prescription lens support. These smart glasses are equipped with the Qualcomm AR1+ Gen 1 chipset, which extends battery life and enhances real-time recognition functionalities [1].

Xiaomi, a notable newcomer, has positioned itself as a strong contender with its AI smart glasses, focusing on providing high value through a balance of advanced technology and affordability. The company's strategic pricing and innovative features have made it a dark horse in the industry, challenging established tech giants like Meta [1].

The competition from Xiaomi and other new entrants has pushed the entire market towards more rapid development and adoption of AR-integrated wearables. This dynamic market environment is characterized by a mix of innovation, competition, and the blurring of traditional tech boundaries. The industry anticipates broader implications for technological development and market dynamics as companies like Xiaomi and TCL-RayNeo continue to make significant strides in the AI wearables domain [1].

References:
[1] https://opentools.ai/news/meta-dominates-ai-smart-glasses-surge-in-2025-faces-competition-from-xiaomi