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Meta drives first-half AI smart glasses surge, as Xiaomi emerges as dark horse

Competition is expected to intensify as more companies, such as Alibaba and ByteDance, enter the space in the second half of 2025

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Xiaomi’s AI-powered smart glasses on display at a store in Guangzhou, China. Photo: VCG via Getty Images
Ben Jiangin Beijing

The global smart glasses market saw shipments more than double in the first half of the year, driven mostly by strong demand for Meta Platforms’ glasses, along with new offerings from rising competitors like China’s Xiaomi, according to an industry report.

The 110 per cent year-on-year surge in shipments was fuelled by robust interest in the artificial intelligence glasses segment, which accounted for 78 per cent of total smart frame shipments, according to the report on Tuesday by market research firm Counterpoint.

The remaining market consisted mainly of basic smart glasses, which mostly include smart audio glasses.

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Meta, one of the pioneers in commercialising AI glasses, led the market with a more than 73 per cent share. Other major players include Chinese companies like Huawei Technologies, TCL Electronics subsidiary RayNeo, and Xiaomi.
Visitors try on smart glasses during the third China International Supply Chain Expo in Beijing last month. Photo: Xinhua
Visitors try on smart glasses during the third China International Supply Chain Expo in Beijing last month. Photo: Xinhua

Analysts attributed the AI glasses segment’s growth to the popularity of devices like the Meta Ray-Ban series and Xiaomi’s newly launched AI glasses.

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