Topic
Sales, shipments and forecasts for smart glasses and wearables, with the sources behind every number.
Smart Glasses
South Korea's Ministry of Education says it will push to raise the exam suspension for students who cheat with smart glasses from one year to up to three. It needs a law change and would apply from next year's CSAT.
Analysis
Rokid, RayNeo, XREAL, Meta and RingConn used CES in January to show new glasses, software and a ring. As of Oct. 25, five of the new products are on sale in the US, Meta's pause on its international rollout is over, and the demonstrations from RayNeo and Meta are not products.
Analysis
Omdia counted 8.7 million AI glasses shipped in 2025, IDC puts Meta at 68.7% of headsets and glasses in the second quarter of 2026, and Counterpoint reports 263% growth in the first half. The totals differ because each firm counts different products.
Analysis
Mainland China shipped nearly one million AI glasses in 2025, and Chinese brands hold two of the top three spots worldwide. Prices at home start near 1,900 yuan, and only some of the brands sell outside China.
This Week in AI Glasses
Snap found a famous pitchman for its $2,195 Specs, XREAL lined up games for Aura, and the company that makes Meta's glasses reported another strong quarter. Plus Meta's $249 pair and a new smart ring lawsuit.
Analysis
The company that makes Meta's Ray-Ban and Oakley glasses just reported another strong quarter. In the same weeks, Norway moved to ban camera glasses from parks and schools, and Europe's privacy watchdogs said the recording light isn't enough.
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