The figures are peculiarly applicable for Apple due to the fact that display-less products accounted for 96% of shipments. Apple's initial astute glasses are likewise rumored to omit an augmented world display, focusing alternatively connected audio, cameras, Siri, and connectivity with the iPhone and Apple's wider ecosystem.
Bloomberg's Mark Gurman reports that the institution is targeting a precocious 2027 merchandise for the device. Apple could present the glasses at WWDC 2027 with an accent connected privacy.
Counterpoint said shipments of display-less AI glasses accrued 258% from the archetypal fractional of 2025 and 22% from the preceding six months. This class includes products specified arsenic the Ray-Ban Meta glasses, which supply photography, audio, calling, and AI features without screens.
‌Meta‌ presently presents Apple with a formidable incumbent. The institution accounted for astir 94% of full AI glasses shipments, portion its ain measurement grew 260% twelvemonth implicit twelvemonth and 22% sequentially. Its enlargement has been supported by further framework styles, wider retail distribution, and new glasses priced from $299.
Display-equipped AI glasses represented lone 4% of the market, though shipments successful that conception accrued 449% year-over-year. Apple's much precocious augmented-reality glasses are not expected until 2029 astatine the earliest.
Counterpoint identified expanding semiconductor costs and nationalist unease astir wearable cameras arsenic imaginable obstacles to continued growth. It nevertheless expects concern from Apple, ‌Meta‌, Google, and Samsung to propulsion the class toward much proactive glasses that usage AI to recognize their surroundings and supply assistance based connected context.
Tags: Counterpoint, Meta
This article, "Apple's Smart Glasses to Enter a Rapidly Growing Market" archetypal appeared connected MacRumors.com
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