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AI glasses market grew 263% as Apple preps late-2027 entry

Counterpoint Research data shows Meta dominating a booming display-less AI glasses market that Apple is reportedly targeting for 2027.

newest coverage 22h agosummary written 22h ago3 pieces Newswires

What to know

  • Worldwide AI glasses shipments grew 263% year-over-year in the first half of 2026, per Counterpoint Research, with display-less models making up 96% of shipments.
  • Meta holds roughly 94% of the AI glasses market via Ray-Ban Meta glasses, giving it a significant head start over Apple.
  • Apple's rumored smart glasses are reported to skip an AR display in favor of audio, cameras, Siri, and iPhone connectivity, targeting a late 2027 release.
  • The public Counterpoint report does not disclose absolute shipment totals, so growth percentages alone do not confirm the category's overall size.

Mark Gurman Bloomberg reporterApple Rumored smart glasses makerMeta Market incumbentCounterpoint Research Market research firm

AI glasses market grew 263% as Apple preps late-2027 entry
macobserver.com

How it unfolded 2 developments, newest first · click a bar or a number to jump articles

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4 PMyesterday8 AM4 PMnow · 12:59 AM ET
  1. 2

    Mac Observer cautions the data doesn't confirm an Apple product

    The Mac Observer analyzed the same Counterpoint report, noting it discloses no absolute shipment total and that Apple has not announced any smart glasses, arguing the market data instead shows the competitive conditions Apple would face: fast growth, a dominant Meta, and demand for screen-less, discreet hardware.

    1. 3 outlets Apple's Smart Glasses to Enter a Rapidly Growing Market

      first by MacRumors Forums, 22h ago · also The Mac Observer, MacRumors

      1 more headline
  2. 1

    MacRumors ties Apple's rumored glasses to the growth data

    MacRumors reported the Counterpoint figures as evidence Apple would enter a fast-growing but Meta-dominated market, reiterating Bloomberg's Mark Gurman's report that Apple targets a late 2027 release, possibly unveiled at WWDC 2027, focused on audio, cameras, Siri, and iPhone connectivity rather than an AR display.

  3. background

    Counterpoint Research reports 263% AI glasses shipment growth — Counterpoint Research published data showing worldwide AI glasses shipments rose 263% year-over-year in H1 2026, with display-less devices representing 96% of shipments and Meta holding about 94% market share.