Gate News message, April 29 — Global augmented reality (AR) smart glasses shipments surged 98% in 2025, with second-half shipments jumping 148% year-over-year, according to Counterpoint Research. Growth was fueled by expanded output from Lokid, the launch of Meta’s Ray-Ban Display, and new models from Chinese manufacturers.
Waveguide-based glasses saw particularly strong momentum, with shipments rising over 600% in 2025. Their market share climbed to 38% in the second half from 13% a year earlier. Approximately 70% of waveguide glasses shipped featured AI capabilities including translation, navigation, image recognition, and voice queries.
Counterpoint expects AR glasses to initially gain traction as daily AI companion devices rather than smartphone replacements. Meta currently dominates the global AR glasses market with a 75.7% share, while China’s top four manufacturers each hold less than 5%, indicating the category remains in early growth stages. The global AR optical waveguide market was valued at approximately $456 million in 2024, though production faces yield and cost challenges; over $1.4 billion has been invested in dedicated waveguide manufacturing capacity from 2023 to 2025.
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