Meta dominates AI glasses market as shipments surge 263%
Global shipments of AI glasses surged 263% in the first half of 2026, with Meta maintaining a dominant 94% market share in the display-less category. While the market remains fragmented for other manufacturers, Meta's expansion into new regions and product variants has solidified its lead.
Why it matters
Meta's continued dominance in wearable AI suggests a significant consumer preference for lightweight, display-less devices over more complex AR alternatives.
Global AI glasses shipments rose 263% year on year in the first half of 2026, according to Counterpoint Research, with display-less models accounting for 96% of the market.
The figures show a category dominated by Meta, which held 94% of global display-less AI glasses shipments during the period.
The display-less segment grew 258% from a year earlier and 22% from the second half of 2025. Counterpoint attributed the increase to the continued expansion of Meta and EssilorLuxottica through a broader product line, entry into additional Asia-Pacific markets and wider retail promotion.
Meta's own shipment volumes rose 260% year on year and 22% sequentially in the first half, supported by new Ray-Ban Meta variants and the launch of lower-priced Meta Glasses. Despite new products from Chinese groups including Alibaba and Huawei, the rest of the market remained fragmented.
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