AI glasses are emerging as the next major access point for artificial intelligence, delivering a "see what you see, hear what you hear" experience through a familiar eyewear form factor. As Meta, Google, Samsung, and Apple compete alongside fast-moving Chinese brands like Rokid, Alibaba, Xiaomi, and RayNeo, the market is entering a phase of rapid expansion — but scaling past early adopters will depend on solving form factor, power, and go-to-market challenges.
DIGITIMES expects global AI glasses shipments to approach 100 million units by 2030, with the market growing at a 48% CAGR between 2026 and 2030. This report examines the AI glasses opportunity from three angles: functionality and the component supply chain, application scenarios such as content creation, translation, and navigation, and the purchase drivers behind mass adoption. Central to DIGITIMES' thesis is that myopic users and traditional optical retailers — who still account for roughly 90% of eyewear purchases — hold the key to unlocking scale, making retail partnerships and prescription-ready design critical priorities for brands.
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