Rokid Leads Global AR and AI Glasses Shipments as AI Glasses Market Surges in H1 2026
Rokid Leads Global AR and AI Glasses Shipments as AI Glasses Market Surges in H1 2026
PR Newswire
NEW YORK, Sept. 28, 2026
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 Rokid as one of the leaders in an emerging product segment. This success builds on the year-on-year sales momentum Rokid established last year, when Counterpoint Research named the company the leading waveguide-based AR glasses OEM by shipments in H2 2025.
Shipments for smart glasses are surging globally as wearables turn from a novelty to a commodity. The Counterpoint Research report found that global AI Glasses shipments surged by 263 percent year over year in H1 2026. While displayless smart glasses still accounted for a majority of the shipments, AR and AI glasses shipments surged by 449 percent YoY, signaling rising consumer interest.
"The bigger story beneath the numbers is that consumers want their wearables to do more," said Zoro Shao, Rokid Group Vice President and Global General Manager. "Rokid is at an inflection point where our mature software ecosystem, robust hardware, and lightweight design can meet mainstream use cases–and we're glad to see this data that shows consumers are taking notice. Also noteworthy is that our recent focus on enabling new agentic experiences aligns with the report's conclusion that agentic AI glasses will drive the next phase of growth."
Rokid's display-enabled glasses use a waveguide projection system to deliver information in the wearer's field of view, minimizing distractions caused by checking a smartphone. Capable of real-time translation, navigation, teleprompting, and other features, Rokid smart glasses simplify tasks in both professional and personal settings. They also stand out by including OpenAI ChatGPT, Google Gemini, DeepSeek, and Qwen on a single device. Combining their intelligence with its embedded first-person camera, Rokid smart glasses can provide information on what the wearer is seeing and even help people with visual impairments stay aware of their environments and help them reclaim their autonomy.
Rokid smart glasses have also overcome the long-standing challenge of uncomfortable and unappealing frame designs. The Rokid Glasses weigh just 49 grams and are just as easy to wear as regular glasses. They also support a wide range of prescription lenses via a snap-on lens system.
The combination of hardware and software features has contributed to Rokid's global success. Beyond North America and China, Rokid has recently landed in key European markets, including Germany and France, by partnering with local retailers and launching its dedicated websites. To date, Rokid's developer community has grown to 35,000 global members. To help them easily create new smart glasses, Rokid recently announced the global availability of its AIUI Studio, a browser-based development platform, at IFA Berlin 2026.
About Rokid
Founded in 2014, Rokid is a global pioneer in augmented reality (AR) and AI, creating human-centered smart glasses that integrate intelligence seamlessly into everyday life. The company has introduced a range of innovations across AI and AR hardware, including the first open AI ecosystem for wearables, dual-chip architecture, multilingual voice interaction, intuitive AI shortcuts, and mass-produced smart glasses with display capabilities.
Learn more at global.rokid.com

SOURCE Rokid
The articles, information, and content displayed on this webpage may include materials prepared and provided by third parties. Such third-party content is offered for informational purposes only and is not endorsed, reviewed, or verified by Morningstar.
Morningstar makes no representations or warranties regarding the accuracy, completeness, timeliness, or reliability of any third-party content displayed on this site. The views and opinions expressed in third-party content are those of the respective authors and do not necessarily reflect the views of Morningstar, its affiliates, or employees.
Morningstar is not responsible for any errors, omissions, or delays in this content, nor for any actions taken in reliance thereon. Users are advised to exercise their own judgment and seek independent financial advice before making any decisions based on such content. The third-party providers of this content are not affiliated with Morningstar, and their inclusion on this site does not imply any form of partnership, agency, or endorsement.
Popular
4 Stocks to Buy for the Long-Term While They’re Still Undervalued
6 ETFs To Diversify Away From AI
Why This Vanguard ETF Is One of the Best
The Best AI Stocks to Buy Now
