September 5 — CINNO Research Chief Analyst Zhou Hua reported that in the first half of 2025, China’s consumer AI/AR glasses market reached sales of 262,000 units, up 73% year-on-year, marking a historic high.

Driven by government subsidies, the “618” mid-year e-commerce shopping festival, and continuous innovation from domestic brands, screenless AI glasses became the main growth driver with a 463% year-on-year surge. Leading players such as TCL RayNeo and Xiaomi have accelerated the industry’s move toward mass adoption through technology iteration and ecosystem expansion.

According to CINNO Research, all three key product categories experienced breakthrough growth under policy incentives and strong e-commerce promotions:

• Split-type AR glasses: With product upgrades from leading brands such as TCL RayNeo, average prices continued to decline, resulting in 39% year-on-year growth. This category, supported by lightweight design and ecosystem compatibility, remains popular among professional users.

• Screen-equipped AI glasses (all-in-one AR): Boosted by TCL RayNeo and INMO, sales grew 14% year-on-year. Vertical-use products such as translation-focused devices expanded applications in business and cross-language communication.

• Screenless AI glasses: Leading the market with 463% year-on-year growth. New products including RayNeo V3, Xiaomi AI Smart Glasses, and LAWK Meta Lens integrated AI voice interaction and health-tracking features, successfully attracting mass-market consumers.

Despite ongoing challenges, policy support and market potential continue to sustain an optimistic outlook. CINNO Research forecasts that shipments of AI/AR glasses in China will reach 900,000 units in 2025, a 133% year-on-year increase. The industry is expected to surpass the trillion-yuan scale within three years, with domestic brands building competitive advantages across device integration, cross-industry collaboration, and ecosystem development. Ultimately, technological breakthroughs and ecosystem maturity will be the decisive factors shaping market leadership.