Institutional Report: Significant Increase in Shipments of Optical Waveguide AR Glasses in the Second Half of 2025.

Recently, market research firm Counterpoint Research released a report stating that the global shipments of AR smart glasses are expected to increase by 98% in 2025, reaching a historic high. In the second half of 2025, driven by the expansion of production capacity of Magic Leap glasses, the launch of Meta Ray-Ban smart glasses, and the release of new products by other contract manufacturers, the shipments of AR smart glasses are expected to increase by 148% year-on-year. The market for video-centric AR smart glasses is expected to grow by over 80% in the second half of 2025, with the top three brands, Raybird Innovation, XREAL, and VITURE, accounting for 96% of the market share. In the second half of 2025, the shipments of waveguide AR smart glasses are expected to increase by over 600% year-on-year, leading to a more diverse competitive landscape with companies such as Magic Leap, Meta, Yiwu Technology, Immersive Technologies, Alibaba, and Meizu entering the market.