China’s AI Glasses Market Expected to Grow by 188.5% in 2025

RUNTO released a new research report revealing that, according to its

online tracking data, AI glasses sales on major Chinese e-commerce platforms

reached 23,000 units during January and February 2025—an 80.4% year-on-year

increase.

Looking ahead, the total AI glasses market in China—including all retail channels—is

projected to reach 314,000 units in 2025, marking a 188.5% increase compared to

2024.

AI glasses, distinct from general smart glasses and conventional AR devices,

represent a specific product category equipped with AI capabilities, powered by

either locally deployed or cloud-based large language models. Their share within the

smart glasses market rose from 26.1% in 2024 to 38.7% in the first two months of

2025, and is expected to exceed 60% by year-end.

Based on product features and technical design, AI glasses can be categorized into

three main types: AI audio glasses, AI camera glasses, and AI+AR glasses. These

categories reflect increasing levels of technical complexity and price points.

In terms of current online sales structure, AI audio glasses remain dominant. In 2024,

they accounted for 70% of AI glasses sales. However, due to the rapid growth of AI

camera glasses in early 2025, their market share has dropped below 60%.

Driven by the global influence of Ray-Ban Meta, AI camera glasses have become a

strategic focus for many brands. Following the market entry of new models from

leading AR brand TCL RayNeo, AI camera glasses have quickly gained traction, now

capturing 28.1% of e-commerce sales.

Meanwhile, AI+AR glasses, though promising, still face challenges due to immature

technologies and limited market readiness. As a result, their market share remains

volatile.