AI glasses are scaling but the market stays Meta's, for now
Omdia puts global AI glasses shipments at 4.2 million units in H1 2026, up 127%, with China up 306% in a highly fragmented market.
Original event 2026-09-22
Omdia estimates global AI glasses shipments reached 4.2 million units in the first half of 2026, up 127% year over year.
Meta shipped 3.4 million units, an 81.3% share. Second place Even Realities held just 2.4%, with Alibaba at 2.1%. The category is scaling, but supply remains a one-company market.
China's shipments grew 306% over the same period, yet Alibaba, INMO and Xiaomi together hold only 46.1%, making the market a testing ground for many hardware configurations. Note this is a single research firm's figure relayed by IT Home; another firm put H1 growth at 263%, so shipment estimates vary widely by methodology.