Ray-Ban Meta glasses helped the company ship 7.4 million units in 2025, a 281% year-over-year increase that dwarfs every competitor combined
Meta isn’t just winning the smart glasses race. It’s lapping the field.
According to Counterpoint Research data from June 2026, Meta holds an 84% share of the global smart glasses market as of Q1 2026. To put that in perspective, every other company on the planet, from scrappy Chinese startups to established tech giants, is fighting over the remaining 16%.
The numbers behind Meta’s eyewear dominance #
In 2025, global shipments of AI and smart glasses hit 8.7 million units total. Meta accounted for 7.4 million of those, per Omdia data, representing a 281% year-over-year increase.
Meta’s market share has been consistently north of 80% for a while now. The company held 82% in the second half of 2025 and 85.2% for the full year, according to Omdia. The Q1 2026 figure of 84% suggests a slight normalization.
EssilorLuxottica, the eyewear conglomerate that owns Ray-Ban and serves as Meta’s manufacturing partner, reported that smart glasses sales more than tripled between 2023 and 2025. Over 7 million Ray-Ban and Oakley Meta AI glasses were sold during that stretch.
AI-equipped models made up 88% of all smart glasses shipments in the second half of 2025, according to Counterpoint.
The $299 play for mainstream adoption #
On June 23, 2026, Meta launched a new line of AI-powered smart glasses starting at $299.
The current Ray-Ban Meta lineup already integrates cameras, speakers, and hands-free AI assistance. That design-first approach, courtesy of the EssilorLuxottica partnership, has been arguably Meta’s biggest competitive advantage.
Competition exists, technically #
Chinese companies like Rokid, Alibaba, and Even Realities have entered the smart glasses space, particularly in augmented reality and display-equipped segments. Their collective market share, however, remains limited.
The 88% figure for AI-equipped models as a share of total smart glasses shipments underscores this dynamic. Non-AI smart glasses are becoming a shrinking niche. Any serious competitor needs to match Meta’s AI integration, its design partnerships, and its price point simultaneously.
What this means for investors #
A 281% year-over-year shipment increase is the kind of growth curve that makes analysts start building hockey-stick revenue models. But context matters. At 8.7 million total industry units, smart glasses are still a tiny market. The smartphone market is roughly 160 times larger by volume. Even the smartwatch market ships well over 100 million units annually.
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