Mainland China's fragmented AI glasses market contrasts with global concentration LONDON, September 23, 2026--(BUSINESS WIRE)--According to the latest Omdia data, global AI glasses shipments reached 4.2 million units in 1H26, up 127% year-on-year (YoY). AI glasses remain an emerging category, with growth stabilizing as the market expands from a very low base. Meanwhile, the sector is facing a more complex environment, driven by intensifying competition across different frame designs and mounting scrutiny over user privacy. "Growth in the AI glasses market in 1H26 was driven by Meta's continued market momentum and a wave of new market entrants from China," said Qiran Ju, Senior Analyst at Omdia.
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