Rokid leads global AR and AI glasses market with 41 percent shipment share

Rokid has secured the top global position in the AR and AI glasses segment by shipment share for the first half of 2026, capturing 41 percent of the market according to Counterpoint Research. This follows the company’s previous standing as a leading waveguide-based AR glasses OEM in late 2025.

The broader smart glasses market is experiencing rapid growth. Global AI glasses shipments increased by 263 percent year-over-year in H1 2026. While displayless models currently represent the majority of shipments, AR and AI glasses shipments saw a 449 percent year-over-year surge, indicating growing consumer demand for advanced wearable features.

Rokid’s hardware utilizes a waveguide projection system to provide real-time information such as navigation, translation, and teleprompting within the wearer’s field of view. The devices integrate multiple AI models, including OpenAI ChatGPT, Google Gemini, DeepSeek, and Qwen, to support agentic experiences.