Core Insights - The global smart glasses market experienced a year-on-year shipment growth of 110% in the first half of 2025, according to Counterpoint's report [1] - Strong demand for Ray-Ban Meta smart glasses, along with the entry of new players like Xiaomi and RayNeo, contributed to this growth [1] - Meta's market share in the global smart glasses sector rose to 73% in the first half of 2025, driven by robust demand and production capacity expansion from its main manufacturing partner, Luxottica [1]

Core Insights - The Chinese smart glasses market experienced a significant year-on-year growth of 116.1% in Q1 2025, with a total shipment of 494,000 units [1] Summary by Category Market Performance - The audio and audio-capturing glasses segment saw a remarkable increase in shipments, reaching 359,000 units, which is a 197.4% year-on-year growth [1] - The AR/VR market also showed positive growth, with shipments of 135,000 units, reflecting a 25.2% increase compared to the previous year [1] Market Trends - In the past two quarters, the focus of the Chinese AR/VR market has gradually shifted towards the AR & ER segment, which recorded shipments of 86,000 units in Q1, accounting for 63.8% of the market share and demonstrating a year-on-year growth of 64.0% [1]