$Apple(AAPL)$ Global AR smart glasses shipments are picking up pace, with players like Meta, RayNeo, XREAL, and others poised to grow at an impressive rate. This particular category is estimated to see a 98% YOY increase in H2 2026. Naturally, all these companies needed to create a market to reach this stage, meaning the heavy lifting is already done. That gives Apple a tremendous opportunity to scale new heights with its first display-free AR glasses, scheduled to arrive in early 2027.
The latest data from Counterpoint Research highlights the positive trajectory of the global AR glasses market. In the video-centric category, RayNeo leads with a 42% market share, followed by XREAL, and VITURE coming in third. In the waveguide-based segment, companies Rokid and Meta are leading, resulting in a mammoth 611% YOY growth in this segment.
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