Meta holds an overwhelming 84% share of the global smart glasses market as of the first quarter of 2026. The data from Counterpoint Research shows all other competitors combined control just 16% of the sector.
The company's dominance is built on explosive growth. Global smart glasses shipments hit 8.7 million units in 2025, with Meta accounting for 7.4 million of them-a 281% year-over-year increase. AI-equipped models now make up 88% of all shipments, solidifying Meta's integrated approach as the market standard.
A key driver is Meta's partnership with EssilorLuxottica, the owner of Ray-Ban. This collaboration has yielded a design-first product line that blends fashion with technology. Sales of Ray-Ban and Oakley Meta AI glasses more than tripled between 2023 and 2025, surpassing 7 million units sold.
Meta recently launched a new line of AI-powered glasses starting at $299, a strategic move to push mainstream adoption. While Chinese companies like Rokid and Alibaba have entered the augmented reality space, their combined market share remains minimal.
For investors, the 281% growth rate signals strong momentum. However, the total smart glasses market is still a fraction of the smartphone industry, presenting both significant opportunity and scale challenges.