According to Counterpoint Research data, global AI glasses shipments increased 263% year-on-year in the first half of 2026. Most of these products are not equipped with AR displays and mainly use speakers/microphones for interaction. These “screenless AI glasses” are represented by Meta Ray-Ban co-branded glasses. Compared with AR waveguide products, they are less expensive and more mature. Shipments of corresponding products increased 258% year-on-year in the first half of this year, and also increased 22% compared to the second half of 2025.

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