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AI Glasses Shipments Surged 263% in H1 2026 as Apple Prepares to Enter the Market

Meta led the display-less segment as privacy concerns and new form factors helped drive growth across the AI glasses market, Counterpoint Research said.

  • Counterpoint Research reports global AI glasses shipments surged 263% during the first half of 2026, with display-less models dominating the market segment.
  • Meta maintains a dominant 94% share of the display-less market, expanding its Ray-Ban product line and retail distribution across new countries throughout H1 2026.
  • Although display-less models account for 96% of total shipments, AR glasses shipments surged 449% year-over-year, with Chinese manufacturer Rokid leading this niche category at 41%.
  • Reports of non-consensual filming and the "perv glasses" label create headwinds for camera-equipped models, driving manufacturers toward camera-free audio glasses or devices featuring "agentic AI."
  • Intensifying competition from Google, Samsung, and Apple supports future market growth, with Apple rumored to be developing display-less smart glasses targeting a 2027 launch.
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Apple World Today broke the news on Monday, September 21, 2026.
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