RayNeo tops global AR glasses market with 39% share in Q2 2025, leads China's 618 shopping festival with 52%

According to Counterpoint data cited by Mobile World Live, RayNeo topped the global AR smart glasses market for the first time in Q2 2025 with 39% share, and held onto the global lead in Q3 2025 with 24% share. During China's June 618 shopping festival, JD.com and Tmall data showed RayNeo's market share reached 52%, with sales volume up 3.36 times year-over-year. IDC separately estimated nearly 4.3 million units of global smart glasses shipments in Q3 2025, a 74.1% year-over-year increase.