AI glasses shipments surged 263% in H1 2026, Counterpoint says

Counterpoint Research reports global AI glasses shipments jumped 263% year over year in the first half of 2026. Meta captured 94% of the display-less segment with volumes up 260%, while the AR display segment grew 449%, led by Rokid at 41%.

• Meta held 94% of display-less AI glasses shipments; Xiaomi and Alibaba 1% each
• AR display glasses segment grew 449%, with Rokid at 41% and Meta at 37%
• North America accounted for 50% of display-less shipments, Western Europe 28%
• Apple is reportedly preparing display-less AI glasses for a 2027 launch