Abstract

Smart Analytics Global (SAG) forecasts that global AI smart glasses shipment volume and market value will enter an explosive growth phase beginning in 2026, driven primarily by the commercial success of Ray-Ban Meta and a rapidly expanding wave of new entrants, including Apple and Samsung. These entrants span a broad spectrum of the ecosystem, encompassing incumbent AR/VR players, AI content and platform providers, smartphone and automotive OEMs, mobile operators, and a wide range of value-chain stakeholders.

This comprehensive research report provides an in-depth assessment of the global AI smart glasses landscape, identifying the fastest-growing markets, analyzing the key success factors behind Ray-Ban Meta’s leadership, and evaluating both established players and a broad set of emerging entrants. The study further examines the similarities and differences between AI smart glasses and other connected devices and accessories, assesses optimal distribution strategies, and evaluates the broader ecosystem dynamics. Detailed vendor-, regional-, and country-level forecasts and analysis are provided for the 2024–2030 period.

Table of Contents

• AI Smart Glasses Set to Quadruple in Volume and Revenue in 2026
  – The U.S. and China Remain the Two Largest Markets
• AI Smart Glasses Definition
  – Scope, Sub-Categories, and Key Differences vs. AR/VR Devices
• Global AI Smart Glasses Sales Tripled in 2025
  – Vendor Share: Ray-Ban Meta Leads, Followed by Rokid and Huawei
• Why Ray-Ban Meta?
  – Decoding the Secret Sauce Behind Market Leadership
• A Crowded Battlefield Ahead
  – New Entrants Intensify Competition in 2026—Who Is Best Positioned to Win?
• Technology Evolution Path of AI Smart Glasses
  – Why HUD Will Overtake Audio and Become the Mainstream Form Factor?
• Will AI Smart Glasses Replace Smartphones?
  – Complement, Cannibalize, or Co-Exist?
• Major Risks and Constraints
  – Consumer Privacy Concerns and Regulatory Challenges

Exhibits

• Exhibit 1: Global AI Smart Glasses Sales Volume and YoY %: 2025-2030
• Exhibit 2: Global AI Smart Glasses Trade in Revenue (US$, Millions): 2025-2030
• Exhibit 3: Global AI Smart Glasses Sales Volume by Region and Country Forecast: 2025-2030
• Exhibit 4: Ray-Ban Meta’s Product Launch Time and Markets
• Exhibit 5: Ray-Ban Meta’s Distribution Channels in the USA
• Exhibit 6: Newcomers in AI Smart Glasses Markets in 2025-2026
• Exhibit 7: Global AI Smart Glasses Vendor Market Share Forecast: 2025-2030
• Exhibit 8: Global AI Smart Glasses Sales Volume by Type: % of Total: 2025-2030