Counterpoint Research says global AI glasses shipments rose 263% year over year in the first half of 2026. Glasses without a display made up 96% of them, and Meta held 94% of that segment, with Xiaomi and Alibaba at 1% each. North America took half of all display-free shipments and Western Europe 28%, according to the full regional breakdown. The public summary gives no unit total, so the growth rate says more about momentum than about size.
Glasses with a display grew faster, 449%, from a much smaller base, and there Rokid leads with 41% ahead of Meta at 37% and Even Realities at 11%. Apple has not announced glasses, but it is reported to be building a display-free pair around cameras, speakers and Siri, with a launch targeted for 2027. That would put it in the part of the market Meta already owns.