Core Insights - The global smart glasses market is projected to see a 110% year-on-year increase in shipment volume in the first half of 2025, driven by strong demand for Ray-Ban Meta smart glasses and the entry of new players like Xiaomi and TCL-RayNeo [1] Market Overview - In the first half of 2025, AI smart glasses are expected to account for 78% of total smart glasses shipments, a significant increase from 46% in the first half of 2024 and 66% in the second half of 2024 [1] - The AI glasses segment is experiencing a year-on-year growth exceeding 250%, significantly outpacing the overall market growth, primarily due to the dominance of Ray-Ban Meta AI glasses [1] Brand Performance - Meta's market share in the global smart glasses market reached 73% in the first half of 2025, with Ray-Ban Meta AI glasses seeing a shipment increase of over 200% year-on-year [1] - Xiaomi's AI glasses emerged as a strong competitor, becoming the fourth best-selling model globally and the third best-selling in the AI glasses segment, despite being on sale for only about a week in the first half of 2025 [2]