Explosive Growth in AI Glasses Market

In Q1 2026, global smart glasses shipments hit 3.566 million units, a massive 130.1% year-on-year increase. The Chinese market saw retail volume reach 1.012 million units in the first half of the year, doubling from the previous year, with over 70 models released domestically. EssilorLuxottica's AI glasses revenue nearly doubled in Q2 2026. In 2025 alone, Ray-Ban and Oakley Meta glasses sold over 7 million pairs—more than the combined total of 2023 and 2024.