On September 24, according to Counterpoint Research's global smart glasses market tracking, total global AI glasses shipments increased 263% year-on-year in the first half of 2026. Affordable and lightweight display-free AI glasses continue to dominate, accounting for 96% of total shipments; however, AR&AI glasses mostly rely on optical waveguide technology to achieve optical see-through experiences. Due to high cost, technical maturity still needs to be improved, and the product form is relatively heavy, the market is still relatively niche.

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