According to the latest institutional data, global AI glasses sales are expected to soar to 5.5 million units in 2025, a year-on-year increase of 135% compared with the previous year. This growth rate far exceeds the industry’s previous expectations, highlighting that the AI glasses market is in a stage of rapid expansion.
Global AI glasses sales have increased significantly
According to data from IDC, the shipment volume of AI glasses in the Chinese market will exceed 2.75 million units in 2025, a year-on-year increase of 107%, ranking first in the world. China’s huge consumer group, high acceptance of technological innovation, and complete electronic industry chain provide fertile soil for the development of AI glasses.
Today, the AI glasses market has gradually moved from a relatively niche market to the public’s vision. On the one hand, with the deep integration of AI large models and augmented reality technology, the functions of AI glasses have been greatly expanded and optimized, and can realize a variety of complex functions such as real-time translation, visual recognition, quick shooting, and voice interaction, providing users with a new experience.
On the other hand, many technology giants and emerging companies have laid out their plans in the field of AI glasses, driving the prosperity of the market. The participation of enterprises not only brought advanced technology and sufficient funds, but also increased the popularity and recognition of AI glasses through large-scale market promotion, attracting more consumers to pay attention and try to buy.
Project Moohan may be released in September
It is learned that recently, the Korean media News Agency broke the news that Samsung’s (SSNGY) first XR headset Project Moohan will be officially released at the Unpacked event held on September 29 this year, and will be first launched in the Korean market on October 13, and will gradually enter the global market later.
Project Moohan is regarded by the outside world as a product representing the Android camp and benchmarking Apple Vision Pro. It was first unveiled at the end of 2024. The product is equipped with Qualcomm Snapdragon XR2+ Gen2 chip and Android XR system, supporting full-color perspective, eye tracking, gesture interaction and other functions.
In addition, the US Patent and Trademark Office published a patent application from Apple, which involves technology for controlling and/or moving a cursor, such as operating future smart glasses, Vision Pro, and/or a trackpad of a Mac computer through air gestures. Such methods and interfaces can selectively supplement or replace traditional 3D environment interaction methods.
Meta smart glasses matrix expands again
At the same time, according to the latest report from CNBC, following Ray-Ban Meta smart glasses, Meta smart wearable ecosystem is about to welcome two heavyweight new members-Oakley Meta smart glasses and Prada Meta smart glasses. This not only means that Meta’s layout in the field of smart glasses continues to deepen, but also indicates that consumers will have more choices with both technological and fashion attributes.
In addition to the highly anticipated Oakley Meta, Prada Meta smart glasses have also entered the research and development track. It is worth noting that Ray-Ban and Oakley are both under the eyewear industry giant EssilorLuxottica. Last year, Meta reached a strategic cooperation agreement with Essilor Luxottica to extend the partnership to the next decade, and Meta holds a 5% stake in the company.
WiMi accurately positions itself
The horn of the “Hundred Mirrors War” has already sounded at the beginning of this year, and new AI/AR glasses are like crucian carp crossing the river. According to data, WiMi (WIMI), as an AR+AI comprehensive service provider, covers core product lines such as AR glasses and AR headsets, and has launched a number of consumer-grade and industry-grade smart glasses. The AI algorithm integrates computer vision, natural language processing (NLP) and machine learning technology to enhance environmental perception, real-time translation and gesture recognition capabilities, and support the multi-modal interaction capabilities of smart glasses.
At present, WiMi plans to combine generative AI with AR to promote the evolution of glasses from display terminals to AI portable assistants, greatly reducing production costs and improving product equipment quality and production efficiency. In the future, with the further integration of technology, WiMi’s accumulation in AI algorithms, display technology, and industrial chain integration will make it an important participant in the global AR smart glasses market, and it is expected to continue to lead in consumer electronics and vertical industry applications.
Conclusion
It can be said that in the past year, the blowout of AI/AR glasses equipment, that is, what many people call the “Hundred Mirrors War”, is largely due to the consideration of enterprises to seize new markets. In this process, the hardware track is becoming increasingly crowded, competition is starting to heat up, and the market size of AI glasses will continue to expand. In the long run, the market impact of various types of smart glasses may be more far-reaching than it appears on the surface, and it is worth continued attention.
