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2025 AI Glasses Ship 8.7M Units Globally

2025 AI Glasses Ship 8.7M Units Globally
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💡AI glasses market surges 232% to 8.7M in 2025—vital for AR/AI hardware devs

⚡ 30-Second TL;DR

What Changed

Global shipments: 8.7M units in 2025, +232% YoY

Why It Matters

Booming AI glasses market highlights opportunities for AI/AR integrations, especially in China where display tech leads. Signals shift toward functional wearables, pressuring non-display players.

What To Do Next

Evaluate Rokid or Xiaomi APIs for AI glasses prototypes targeting China market.

Who should care:Founders & Product Leaders

🧠 Deep Insight

Web-grounded analysis with 6 cited sources.

🔑 Enhanced Key Takeaways

  • SAG forecasts AI smart glasses sales volume at 6 million units in 2025, lower than Omdia's 8.7 million, with revenue reaching US$1.2 billion before quadrupling to US$5.6 billion and 20 million units in 2026.[1]
  • U.S. and China are projected to account for nearly 80% of global AI smart glasses demand in 2026.[1]
  • Global smart glasses average selling price rose to around $360 in H2 2025 from $347 in H1 2025.[6]
  • HUD-based AI smart glasses are expected to overtake audio-only designs from 2028 due to advancing visual AI use cases like real-time translation and navigation.[1]

🔮 Future ImplicationsAI analysis grounded in cited sources

AI smart glasses shipments reach 20 million units in 2026
SAG predicts sales volume rising from 6 million units in 2025 to 20 million in 2026, driven by Ray-Ban Meta success and entries from Apple and Samsung.[1]
Apple, Samsung, and Meta become top three vendors by 2030
SAG anticipates market consolidation from 2026, with these three leading due to product homogenization and price competition.[1]
HUD glasses overtake audio-only from 2028
SAG expects HUD-based designs to surpass audio-only as visual AI capabilities like translation and contextual assistance improve.[1]

Timeline

2025-01
Global smart glasses ASP at $347 in H1 2025
2025-07
Global smart glasses shipments grow 139% YoY in H2 2025 with ASP rising to $360
2025-12
Omdia predicts 8.7M AI glasses shipments for full year 2025
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Original source: IT之家