Apple is reportedly shifting its focus from the unaffordable, bulky Vision Pro headset to AI-powered smart glasses, as Ray-Ban Meta continues to dominate the fast-growing smart glasses space.
A wave of new AI and AR glasses has flooded the consumer market in the second half of this year. Goldman Sachs analysts, led by Allen Chang, provided clients with a breakdown of what the next phase of the smart-glasses boom will look like.
Wave of New Launches:
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Meizu StarV Snap (AI glasses),
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Ray-Ban Meta Gen 2 (AI glasses),
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Oakley Meta Vanguard (AI glasses),
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Meta Ray-Ban Display (AR glasses),
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and HTC Vive Eagle (AI glasses).
Another round of launches this month:
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INMO GO3 and RayNeo Air 4 AR glasses will be released in Oct 2025. INMO GO3 will come with a longer battery life as a result of new hardware design solutions, with enhanced AI features.
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RayNeo’s Air 4 AR glasses will be the first product after their announced collaboration with audio player Bang & Olufsen.
AR glasses pipeline: New models in Oct and Dec
AI glasses pipeline: New models in Nov
AR / AI glasses price and shipments trends
Specification of recent AI / AR smart glasses
Ray-Ban Meta’s shipments have been leading.
Related:
Hmm.
Important to note: Apple’s Vision Pro was an outright flop (read here & here). Meta, on the other hand, has been dominating the market with its Ray-Ban smart glasses – a trend we believe will continue with the next iteration featuring an integrated AR display.
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