<p>➀ The smart glasses market grew 110% YoY in H1 2025, led by Ray-Ban Meta Smart Glasses with 73% market share, alongside new entrants like Xiaomi and TCL-RayNeo; </p><p>➁ AI glasses accounted for 78% of total shipments, driven by Meta's expansion into new regions and upcoming models from Meta, Alibaba, and others; </p><p>➂ Key developments include Qualcomm's upgraded AR 1+ Gen 1 SoC, Allwinner's budget chips, and Apple's rumored AI glasses, with a projected 60% CAGR through 2029.</p>