B[IDC: Global smart glasses market shipments increased by 35.3% year-on-year in the second quarter] September 17, IDC’s latest data showed that the global smart glasses market shipments in the second quarter of 2026 reached 3.547 million units, a year-on-year increase of 35.3%. Among them, the shipment volume of audio and audio shooting glasses was 2.494 million units, a year-on-year increase of 54%; the shipment volume of AR/ER glasses was 505,000 units, a year-on-year increase of 75.7%; the shipment volume of VR/MR headsets was 548,000 units, a year-on-year decrease of 23.3%. In the first half of 2026, the cumulative shipments of the global smart glasses market reached 7.114 million units, a year-on-year increase of 70.5%. This round of growth is mainly driven by products in the form of glasses, and the market structure is gradually evolving towards higher-end and intelligence. In the second half of the year, with the release of new products and technological integration, the industry structure is expected to further adjust, but the overall demand performance needs to be continuously observed. B[The consumer electronics sector welcomes a new round of catalysis] September 11th: Recently, the consumer electronics industry has ushered in a new round of event catalysis. Leading manufacturers have intensively released new products in autumn, and new terminals such as folding screens, AI mobile phones, and AI glasses have been launched at an accelerated pace. Overlay policies have continued to release benefits, and the market's attention to the consumer electronics sector has increased significantly. Wind data shows that the Wind Consumer Electronics Industry Concept Index has risen by more than 7% since August. Analysts believe that as leading manufacturers enter a new round of product innovation cycle, the consumer electronics industry is expected to transform from a traditional replacement cycle to a product innovation-driven cycle, and the valuation logic is migrating from "cycle pricing" to "growth pricing"; in the context of relevant sectors that have performed to a certain extent in the early stage, subsequent market attention will shift more to new product sales, industry chain value increases, and performance realization. (China Securities Journal) B[Report: China’s smart glasses online sales fell 15.3% year-on-year in July] September 7th, according to Luotu Technology’s latest “China Smart Glasses Online Retail Market Monthly Tracking” report, in July 2026, on JD.com, Tmall, and Dou On the three major e-commerce platforms in China, the monitored retail sales of the smart glasses market were 74,000 units, down 15.3% year-on-year and 20.9% month-on-month; retail sales reached 130 million yuan, down 25.8% year-on-year and 43.0% month-on-month. Luotu Technology believes that it cannot be judged that the entire smart glasses track has entered a downward cycle at present, but should be understood as a phased correction after the pulse in the second quarter and a phased rest in the high-speed growth track.
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