Research: Global AI Glasses Shipments to Double This Year, AI Agents Drive New Growth
According to DIGITIMES research, global AI glasses shipments are projected to double in 2026 due to Meta and Chinese brands' aggressive overseas expansion, with AI agents driving new growth. A market dominated by Meta, Apple, and Google is anticipated by 2030.
📋 Article Processing Timeline
- 📰 Published: May 7, 2026 at 14:28
- 🔍 Collected: May 7, 2026 at 15:01 (33 min after Published)
- 🤖 AI Analyzed: May 7, 2026 at 21:08 (6h 6m after Collected)
Central News Agency
(Central News Agency reporter Pan Chih-yi, Taipei, 7th) According to the latest survey by research firm DIGITIMES, global AI glasses are expected to experience double growth in 2026, with a year-on-year increase of 105%, benefiting from Meta and Chinese brands actively expanding into overseas markets.
DIGITIMES stated that as the development of AI agents shifts towards cross-device collaboration, it is expected to drive the next wave of growth for AI glasses, with a compound annual growth rate (CAGR) of 58% for global AI glasses between 2025 and 2030.
DIGITIMES analyst Fang Jue-min pointed out that after the launch of Ray-Ban Meta in 2023, it gained market favor due to its stylish appearance, first-person perspective photography, and AI functions; global AI glasses shipments will exceed 8 million units in 2025. Despite the presence of Chinese manufacturers, Meta will still dominate the AI glasses market in 2025, with a market share of over 80%, leveraging the brand appeal and channel advantages of EssilorLuxottica.
Fang Jue-min pointed out that benefiting from Meta and Chinese brands actively expanding into overseas markets, global AI glasses shipments are estimated to double in 2026 compared to 2025, reaching up to 17 million units.
He analyzed that although the AI glasses market is currently dominated by Meta, with Apple and Google successively launching AI glasses, leveraging their existing ecosystem advantages and deep integration with large language models like Gemini, the market will shift from a single leader to diversified competition. It is expected that by 2030, the market will present a tripartite格局 (tripartite structure) of Meta, Apple, and Google, and Chinese brands will also significantly increase their market share due to supply chain advantages and rapid product iteration capabilities.
He observed that as AI agents develop into cross-device collaboration, the industry is looking for a more intuitive interaction portal than mobile phones, and AI glasses have the potential to become a central hub for connecting computers, mobile phones, and cloud collaboration. In this architecture, each end has clear divisions of labor: the cloud is responsible for large language model (LLM) computing power and complex calculations, PCs and laptops remain the main workplace, and mobile phones serve as auxiliary entry points for mobile computing.
As for AI glasses, they transform into key sensing tentacles and command channels in the Agent network, capturing environmental information through microphones and cameras, and can instantly receive the execution status of AI agents, allowing users to issue commands and efficiently verify them at any time.
Fang Jue-min expects that the popularization of AI agent applications will drive the AI glasses industry into the next stage of growth peak. (Editor: Yang Lan-hsuan) 1150507
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(Central News Agency reporter Pan Chih-yi, Taipei, 7th) According to the latest survey by research firm DIGITIMES, global AI glasses are expected to experience double growth in 2026, with a year-on-year increase of 105%, benefiting from Meta and Chinese brands actively expanding into overseas markets.
DIGITIMES stated that as the development of AI agents shifts towards cross-device collaboration, it is expected to drive the next wave of growth for AI glasses, with a compound annual growth rate (CAGR) of 58% for global AI glasses between 2025 and 2030.
DIGITIMES analyst Fang Jue-min pointed out that after the launch of Ray-Ban Meta in 2023, it gained market favor due to its stylish appearance, first-person perspective photography, and AI functions; global AI glasses shipments will exceed 8 million units in 2025. Despite the presence of Chinese manufacturers, Meta will still dominate the AI glasses market in 2025, with a market share of over 80%, leveraging the brand appeal and channel advantages of EssilorLuxottica.
Fang Jue-min pointed out that benefiting from Meta and Chinese brands actively expanding into overseas markets, global AI glasses shipments are estimated to double in 2026 compared to 2025, reaching up to 17 million units.
He analyzed that although the AI glasses market is currently dominated by Meta, with Apple and Google successively launching AI glasses, leveraging their existing ecosystem advantages and deep integration with large language models like Gemini, the market will shift from a single leader to diversified competition. It is expected that by 2030, the market will present a tripartite格局 (tripartite structure) of Meta, Apple, and Google, and Chinese brands will also significantly increase their market share due to supply chain advantages and rapid product iteration capabilities.
He observed that as AI agents develop into cross-device collaboration, the industry is looking for a more intuitive interaction portal than mobile phones, and AI glasses have the potential to become a central hub for connecting computers, mobile phones, and cloud collaboration. In this architecture, each end has clear divisions of labor: the cloud is responsible for large language model (LLM) computing power and complex calculations, PCs and laptops remain the main workplace, and mobile phones serve as auxiliary entry points for mobile computing.
As for AI glasses, they transform into key sensing tentacles and command channels in the Agent network, capturing environmental information through microphones and cameras, and can instantly receive the execution status of AI agents, allowing users to issue commands and efficiently verify them at any time.
Fang Jue-min expects that the popularization of AI agent applications will drive the AI glasses industry into the next stage of growth peak. (Editor: Yang Lan-hsuan) 1150507
Choose to stand with facts, every sponsorship you make is a force to protect press freedom.
Download the Central News Agency's "First-hand News" APP to stay updated with the latest news.
The text, images, and videos on this website may not be reproduced, publicly broadcast, or publicly transmitted and used without authorization.