Meta Platforms(US:META) Zheng Quan Shi Bao Wang·2025-08-14 07:22Group 1 - The global smart glasses market saw a 110% year-on-year increase in shipments in the first half of 2025, with AI smart glasses accounting for 78% of total shipments [1] - Meta's market share in the global smart glasses market rose to 73% in the first half of 2025, driven by strong demand and production capacity expansion from its main partner Luxottica [1] - The AI smart glasses segment experienced a year-on-year growth of over 250%, significantly outpacing the overall market growth, largely due to the strong demand for Ray-Ban Meta smart glasses [1] Group 2 - The competition in the AI glasses market is intensifying, with companies like Huawei, Amazon, and Xiaomi experiencing declines in the smart audio glasses segment [2] - New products from Chinese companies, such as Xiaomi AI glasses and Alibaba's Quark AI glasses, are exploring payment solutions to reduce reliance on smartphones in outdoor shopping and dining scenarios [2] - Counterpoint has raised its market forecasts for smart glasses in 2025 and 2026, expecting a compound annual growth rate of over 60% from 2024 to 2029, benefiting all ecosystem participants [2]