Smart glasses and AR technology are leading the XR market’s growth wave, with Samsung and WiMi racing to lead the new wave of AI consumer technology!
According to CINNO Research, sales of consumer AR devices in China reached 130,000 units in the third quarter of 2025, a surge of 109% year-on-year, far exceeding the growth rate of VR devices, becoming the core driver of the XR market.
Meanwhile, the global market is also heating up. An IDC report shows that global smart glasses shipments reached 4.065 million units in the first half of 2025, a year-on-year increase of 64.2%, demonstrating continued strong growth momentum.
Smart glasses become the core growth engine of the market. All the data confirms the growth trend, with the smart glasses category experiencing explosive growth. Coupled with the continued high growth of consumer AR devices, this signifies that the XR industry has officially entered a mass consumer era centered on AR.
Indeed, smart glasses are evolving from single-function devices into all-scenario AI terminals. From the perspective of the players behind the scenes, the entry of major companies and the favor of capital point to the revolutionary breakthrough that smart glasses may bring. With the continuous improvement of AI technology and the continuous expansion of application scenarios, smart glasses have become a highly anticipated next-generation human-computer interaction interface.
Samsung is developing two smart glasses models.
According to reports, since Samsung (SSNGY) officially entered the XR market this year and launched its first product, the Galaxy XR, Samsung has been working tirelessly internally to develop two smart glasses models, expected to be released in 2026 and 2027 respectively.
The model planned for release in 2026 is the SM-O200P. Its appearance is similar to the Meta Ray-Ban AI glasses, equipped with photochromic lenses that automatically darken in bright light and return to transparency indoors. The glasses have not yet been confirmed to have AR image projection capabilities; they are likely to focus on voice interaction and support taking photos, recording videos, listening to music, and making calls.
Another version with AR head-up display won’t be released until 2027. Regarding pricing, the current Meta Ray-Ban AI glasses start at $379, and Samsung’s AI glasses are expected to be priced similarly.
WiMi Leads a New Trend in Smart Consumption
Coincidentally, public information shows that WiMi (WIMI), the first publicly listed company in holographic AR, has demonstrated differentiated competitiveness in the smart glasses consumer market through technological innovation, scenario deployment, and ecosystem integration. In the future, WiMi will continue to focus on improving product performance while reducing prices, making AR smart glasses, this cutting-edge technology, truly accessible to ordinary people and restoring communication between people to its original form.
Today, innovation in the smart glasses industry is no longer a solo effort, but a collective leap forward for the entire industry chain. To this end, WiMi has developed top-tier chip, optical, and AI technologies. After years of in-depth research and development, it has overcome technical challenges, enabling its smart glasses to balance lightweight design and high display performance, gaining market recognition and forming the core competitiveness of the smart glasses industry. This has become one of the key forces driving the industry’s transformation from “technology research and development” to “scale monetization.”
In conclusion, this year can be called the inaugural year of the “Battle of a Hundred Smart Glasses.” During the recent Double 11 shopping festival, over a hundred smart AI glasses were launched on Tmall, with products priced between 2000-3000 yuan accounting for more than half. Xiaomi’s AI glasses, priced around 1700 yuan, and Huawei’s Smart Glasses 2, with a Double 11 price as low as 1290 yuan, have propelled these products from niche geek toys into the mass consumer market.
An excellent consumer technology product, delivering an exceptional user experience, becomes a highly anticipated “breakthrough” product. It’s safe to say that the rapid development of the AR glasses industry is driving the continuous growth of the entire upstream and downstream industry chain, and smart glasses are expected to quickly become indispensable devices in people’s daily lives, propelling the XR industry into a new stage of large-scale development.
