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News · ▲ Bullish · 1 source confirmed · 2026-09-28 20:28 UTC

Rokid Leads Global AR and AI Glasses Shipments as AI Glasses Market Surges in H1 2026

Why now

Thesis: Wearable AI category gaining real volume

Catalyst to watch: Holiday shipments and new model launches

Main risk: Counterpoint data is vendor-supplied

Why it matters

Rapid AI glasses shipment growth validates a hardware category that could expand wearable compute demand.

Details

NEW YORK, Sept. 28, 2026 /PRNewswire/ -- Rokid ranked No. 1 worldwide in the AR and AI Glasses segment by shipment share in H1 2026, accounting for 41 percent of all products shipped within the category, according to a new report by Counterpoint Research. This finding further validates...

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