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Counterpoint：2026 上半年全球 AI 眼镜出货量同比增 263%，无屏形态成主流
Counterpoint Research 的智能眼镜市场追踪报告显示，2026 年上半年全球 AI 眼镜出货量同比增长 263%，以 Meta Ray-Ban 为代表的无屏 AI 眼镜出货量增长 258%，较 2025 年下半年提升 22%，成为市场主力；带 AR 显示的智能眼镜出货量增长 449%，但基数较小，其中 Rokid 以 41% 份额领先、Meta 为 37%，中国市场占全球 AR 与 AI 显示眼镜出货量的 45%。报告同时提到元器件成本上升与摄像头隐私争议，行业出现“无摄像头”设计趋势，Meta 被指正考虑开发以麦克风和 AI 为核心、取消摄像头的智能眼镜产品。
AI推荐理由 引用 Counterpoint Research 的智能眼镜市场追踪报告，给出 2026 上半年 AI 眼镜出货量同比增 263%、无屏产品增 258%、AR/AI 显示眼镜增 449%、Rokid 41% 与 Meta 37% 份额、中国市场占 45% 等具体数据，信息密度较高；但文章为二手转述，未提供报告原文链接，且 Meta 无摄像头眼镜仅表述为“考虑开发”，属未确认传闻，需保留不确定性。对 AI 硬件与产业落地有参考价值。
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2026 First Half Global AI Glasses Shipments Surge 263%, Screenless Becomes Dominant Form
AIbase基地
Published inAI News · 4 min read · Sep 22, 2026
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According to the latest "Smart Glasses Market Tracking" report released by Counterpoint Research, smart glasses are still a relatively niche tech category, but the market growth rate is accelerating significantly. In the first half of 2026, global AI glasses shipments increased by 263% year-on-year, with most products not equipped with AR displays, but instead relying on speakers and microphones for interaction.
Screenless Products Drive the Market, AR Display Glasses Grow Faster
In this growth wave, screenless AI glasses, represented by the Meta Ray-Ban collaboration glasses, dominate the market. These products are cheaper and more mature compared to AR waveguide solutions, with shipments growing by 258% in the first half of this year, up 22% from the second half of 2025, making them the current market's main force.
By contrast, smart glasses with real AR displays still account for a small share of the market, but their growth rate is even more impressive. According to Counterpoint data, shipments of AR and AI display glasses grew by as much as 449% in the first half of 2026, although this high growth rate is based on a small shipment base. In this niche segment, Rokid leads with a 41% share, followed closely by Meta with 37%, while the Chinese market accounted for 45% of global AR and AI display glasses shipments.
Privacy and Cost Concerns Rise, Industry Begins "Camera-Free" Trend
As AI glasses accelerate their adoption, the industry faces new challenges. Rising component costs and public concerns about cameras and privacy could become variables affecting market development in the near term. Meta was previously criticized by the industry over the recording indicator light issue in its smart glasses.
However, these issues have not yet hindered the overall growth trend. The industry expects more devices to avoid camera-related privacy controversies in product design, such as "audio glasses" that do not include cameras and mainly rely on microphones and AI functions for interaction. According to recent reports, Meta is also considering developing a smart glasses product centered around microphones and AI, eliminating the camera. If this device is launched, it could become a new direction for manufacturers to address privacy concerns.
AI TermsBrand Product TermsSmart GlassesAR Display
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