According to the latest IDC data, the global smart glasses market shipped 3.566 million units in the first quarter of 2026, an increase of 130.1% over the previous year. Among them, the global audio and audio shooting glasses market shipped 2.248 million units, an increase of 167.4% year on year; the AR/VR market shipped 1.38,000 units, an increase of 85.9% year on year. According to IDC industry forecast data, global consumer smart glasses shipments are expected to exceed 23.687 million units in 2026; of these, the Chinese market will ship 4.915 million units, and domestic shipments will account for more than 20% of the world. With the installation of large AI models, the maturity of lightweight hardware, and the implementation of consumer goods trade-in subsidies, the industry officially bid farewell to the niche early stage and entered a new stage of large-scale growth. According to Wind data, there are currently more than 190 individual stocks in the smart glasses industry chain. Judging from the number of institutional ratings, 49 shares have 5 or more institutional ratings, while GigaYi Innovation, Everweft Lithium, IFF, and Haowei Group all rank among the top rated companies, all over 20. The 49 institutions mentioned above pay close attention to stocks. The institutions forecast 19 individual stocks with net profit growth rates exceeding 30% in 2026, 2027, and 2028. Among them, Zhuo Shengwei, Aogie Technology-U, Senke Communics-U, Nanochip, VeriSilicon, and Cambrian all had the highest net profit growth rates over the next 3 years, all exceeding 100%.

According to the latest IDC data, the global smart glasses market shipped 3.566 million units in the first quarter of 2026, an increase of 130.1% over the previous year. Among them, the global audio and audio shooting glasses market shipped 2.248 million units, an increase of 167.4% year on year; the AR/VR market shipped 1.38,000 units, an increase of 85.9% year on year. According to IDC industry forecast data, global consumer smart glasses shipments are expected to exceed 23.687 million units in 2026; of these, the Chinese market will ship 4.915 million units, and domestic shipments will account for more than 20% of the world. With the installation of large AI models, the maturity of lightweight hardware, and the implementation of consumer goods trade-in subsidies, the industry officially bid farewell to the niche early stage and entered a new stage of large-scale growth. According to Wind data, there are currently more than 190 individual stocks in the smart glasses industry chain. Judging from the number of institutional ratings, 49 shares have 5 or more institutional ratings, while GigaYi Innovation, Everweft Lithium, IFF, and Haowei Group all rank among the top rated companies, all over 20. The 49 institutions mentioned above pay close attention to stocks. The institutions forecast 19 individual stocks with net profit growth rates exceeding 30% in 2026, 2027, and 2028. Among them, Zhuo Shengwei, Aogie Technology-U, Senke Communics-U, Nanochip, VeriSilicon, and Cambrian all had the highest net profit growth rates over the next 3 years, all exceeding 100%.