AI Smart Glasses Market to Quadruple in Revenue by 2026, Driven by Apple and Samsung Entry, Says SAG
AI smart glasses are poised for explosive growth, with global revenue expected to quadruple in 2026, according to a new report from Smart Analytics Global (SAG). The market is set to expand from $1.2 billion in revenue in 2025 to $5.6 billion by 2026, driven by rising demand and the anticipated entry of major tech players like Apple and Samsung. Unit sales are projected to surge from 6 million in 2025 to 20 million in 2026, marking a pivotal year for the emerging category. The U.S. and China will remain the dominant markets, together accounting for nearly 80% of global demand by 2026. SAG attributes the growth to the commercial success of Ray-Ban Meta smart glasses and the increasing integration of AI into everyday wearable devices. The report also highlights a key shift in product form: HUD (heads-up display) smart glasses are expected to surpass audio-only models starting in 2028, as visual AI applications—such as real-time translation, navigation, contextual assistance, and on-the-fly search—become more compelling and technically feasible. By 2030, SAG forecasts that global shipments of AI smart glasses will reach 75 million units, with market revenue climbing to $29 billion. This represents a five-year compound annual growth rate (CAGR) of 89%, underscoring the technology’s rapid adoption trajectory. Linda Sui, Founder of Smart Analytics Global, noted that AI smart glasses are evolving from niche tech gadgets into a mainstream AI device category, with Apple’s expected entry around 2027 likely to be a major catalyst. Apple’s combination of strong design, fashion appeal, and deep ecosystem integration could significantly accelerate mass adoption. SAG emphasizes that AI smart glasses are not expected to replace smartphones but will instead serve as a hands-free, always-on interface for AI services. Over time, they may also begin to displace some segments of the TWS (true wireless stereo) earwear market. The long-term leaders, according to the report, will be companies that master the balance of lightweight, socially acceptable design, cutting-edge AI software, and global distribution networks. By 2030, SAG projects that Apple, Samsung, and Meta will be the top three global vendors in the AI smart glasses market. The report also anticipates increased market consolidation from 2026 onward, driven by product homogenization and growing price competition. The full AI Smart Glasses Feature Report, covering 2024 to 2030, offers detailed vendor, regional, and country-level forecasts, along with insights into technology trends, competitive dynamics, distribution strategies, and regulatory challenges shaping the future of AI-powered wearables.
