China’s Consumer AI/AR Glasses Market Sees 73% Growth in H1 2025

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.

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.