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Smart Glasses Market Overview
On September 18, industry analysis agency IDC released a latest report showing that in the second quarter of 2025, the shipment volume of China’s smart glasses market was 664,000 units, achieving a year-over-year (YoY) growth of 145.5%.
Audio & Audio Shooting Glasses Segment
Among them, the shipment volume of China’s audio and audio shooting glasses market was 514,000 units, with a YoY growth rate of 256.6%. IDC stated that the Chinese audio shooting glasses market witnessed the launch of Xiaomi’s new product in the second quarter, and the shipments of Xiaomi AI Glasses and Thunderbird V3 jointly drove the market share of audio shooting glasses to 19.7% in the second quarter.
AR/VR Market Performance
In addition, in the second quarter of 2025, the shipment volume of China’s AR/VR market was 150,000 units, a YoY increase of 18.7%. The growth was mainly driven by the AR&ER category. In the second quarter, the market share of AR&ER reached 76.4%, a YoY growth of 61.8%; while the VR&MR market still maintained a downward trend, with a YoY decline of 36.2%. The market structure of manufacturers has changed significantly: Thunderbird Air 3S performed excellently with its new product, driving a substantial increase in its market share; Xreal still maintained stable shipments relying on Xreal One; Inmo also achieved a YoY growth in shipments driven by its new product go 2; however, Pico’s share declined due to the product transition period and failed to retain its original market ranking.
Full-Year Market Forecast
IDC stated that the shipment volume of China’s smart glasses market is expected to reach 2.846 million units in 2025, a YoY growth of 116.4%. Among them, the shipment volume of audio and audio shooting glasses is expected to be 2.202 million units, a YoY growth of 183.2%; the shipment volume of AR/VR devices is expected to be 644,000 units, a YoY growth of 19.8%.
Industry Development Trends
IDC analysts believe that in the second half of 2025, China’s smart glasses market will show a comprehensive deepening development trend. While maintaining a steady growth pace, the focus of industry competition will shift to AI ecological integration, channel system optimization, technological collaborative innovation, and scenario demand matching. Various manufacturers are actively building differentiated technological barriers, which to a certain extent promotes the market to evolve into a more mature and perfect form.
