SHENZHEN, China, June 12, 2026 – RayNeo announced today that it has secured the No. 1 position in global AR smart glasses shipments for the first quarter of 2026, according to Counterpoint Research's "Global XR Market Tracker." The company achieved a market share of 23.7% based on shipment volume, further solidifying its leading position in the global market.
This marks the fourth consecutive quarter that RayNeo has achieved the No. 1 ranking in global shipments. The company has also received high accolades for its AR glasses shipments in both global and Chinese markets from research data provided by Counterpoint Research and IDC.
Expanding Presence in the Rapidly Growing AR Smart Glasses Market
RayNeo's performance in Q1 2026 comes amidst the rapid expansion of the AR smart glasses market. According to Counterpoint Research, global AR smart glasses shipments in 2025 nearly doubled compared to the previous year, with growth accelerating further in the second half of the year.
Against this backdrop of market expansion, major global technology companies are also intensifying their entry into the AR smart glasses sector. Meta's Ray-Ban series has been a significant driver of growth in this category, while Google and Samsung unveiled AI-powered eyewear based on Android XR at Google I/O 2026. Apple is also widely reported to be developing its own AR glasses.
In the latter half of 2025, RayNeo captured a 42% share in the global AR glasses market for video viewing, significantly outpacing competitors. The achievement of the No. 1 position in Q1 2026 further underscores this growth trajectory.
Significant growth was particularly observed in the North American market. According to IDC, RayNeo's North American shipments increased by 456.5% year-over-year in Q4 2025. As Chinese manufacturers increase their presence in the smart glasses market, RayNeo will continue to lead the growth in this category.
From Niche Hardware to Entertainment Devices Integrated into Daily Life
The background to RayNeo's top ranking in global shipments lies in the strategy consistently applied across its product line. This strategy focuses on making AR accessible to people's daily lives by evolving user-familiar experiences – "screens" and "assistants" – generation by generation, rather than presenting an abstract vision of future "smart glasses."
A prime example is the Air series. Each generation has seen clear improvements, such as brighter Micro-OLED displays, more comfortable wearability, and, with the Air 4 Pro, support for HDR10 playback. The Air 4 Pro also features audio co-tuned with Bang & Olufsen, aiming for high perfection in both visual and auditory experiences.
These efforts have been highly praised by overseas media. Tom's Guide selected the Air 4 Pro as an Editor's Choice, commending its HDR image quality and audio performance. TechRadar highlighted its significant evolution from previous models and excellent cost-performance, while Tom's Hardware introduced it as a product offering high value among AR glasses in its price range.
RayNeo products are currently sold in over 30 countries and regions, and are available through major sales channels in the U.S. such as Amazon and Best Buy.
X Series: Advancing the Integration of AI and AR
Building on the market foundation established with the Air series, RayNeo is also pursuing the integration of AI and AR with its X series.
The X3 Pro, launched in the latter half of 2025, is an AR glasses featuring a full-color MicroLED waveguide display within a frame comparable in size and weight to regular eyeglasses. While waveguide optics have traditionally faced challenges with bulkiness and display brightness, the X3 Pro presents a new approach to these issues.
The X3 Pro is built on Qualcomm's Snapdragon AR1 platform and RayNeo's proprietary AI OS, supporting real-time translation, navigation, and information display within the field of view via the Gemini AI assistant. It was also specially selected as one of TIME magazine's "Best Inventions of 2025."
While the Air series refines the "familiar wearable screen experience," the X3 Pro signifies RayNeo's direction that AI assistance will be the next driving force for AR adoption.
Future Outlook
RayNeo's global leadership in Q1 2026 is not the result of a single hit product, but rather the outcome of a strategy consistently executed across multiple product categories.
Instead of pursuing a single "killer app," RayNeo has focused on improving user experiences generation by generation, aligning with everyday activities such as viewing, creating, navigating, and acquiring information.
This approach has been validated in over 30 markets, and RayNeo will continue to lead the growth of the AR glasses category even as competition intensifies throughout 2026.
New Product Announcement: Next-Generation AI Glasses "RayNeo iO" to be Unveiled in Q3 2026 (July-September)
RayNeo plans to unveil its next-generation AI glasses, "RayNeo iO," in the third quarter of 2026 (July-September).
RayNeo iO
The RayNeo iO is expected to be a new product that combines a natural design, similar to conventional eyeglasses, with AI-powered daily information display. It aims to provide an experience where users can more smoothly check information such as time, weather, and schedules without needing to take out their smartphones.
Further details regarding specifications, release date, and pricing for this product will be announced at the official launch.
With the introduction of this new product, RayNeo will further expand its product portfolio in the AI glasses domain, in addition to AR smart glasses.
About RayNeo
RayNeo is a global leader in consumer augmented reality and AR glasses. Aiming to transform daily life into a smarter and more immersive experience, the company develops AR glasses that fuse AI technology with display technology.
Its product portfolio includes the X series, featuring AI capabilities and full-color displays, as well as the Air series, which balances portability with a large-screen viewing experience.
According to Counterpoint Research, RayNeo achieved a 23.7% market share in the global AR glasses market in Q1 2026, ranking first worldwide.
Media Contact
Company: RayVision AR Limited Brand: RayNeo Department: Marketing Department Contact: Kenichi Arai E-mail: [email protected]
Official Website: https://jp.rayneo.com/
RayNeo Official Amazon Store:
https://www.amazon.co.jp/stores/%E7%94%BB%E9%9D%A2%E3%82%92%E7%BA%8F%E3%81%84%E3%80%81%E4%B8%96%E7%95%8C%E3%81%AB%E7%94%9F%E3%81%8D%E3%82%8B%E3%80%82/page/3935F446-4B77-40EE-B33A-E59EEB1A3463?lp_asin=B0G56825P3&ref_=ast_bln&store_ref=bl_ast_dp_brandlogo_sto
FACT BOX
- Source: PR TIMES
- Category: 市場動向
- Organizations: RayNeo / Counterpoint Research / IDC