With the AI glasses market moving so quickly, it looks like whoever shuts things down soon can turn a corner just like Google. Meanwhile, new reports show that Google finished the development of its AI glasses on HTC confirmed as the contract manufacturer. However, the timeline of the launch is still undecided at this stage, but the tech world is already taking about it.
The smart glasses shipped 110% in H1 2025 to measure excellent market capacity. The entry of Google will shake Meta’s monopoly, especially since the Android XR platform will be easy-going for users who are already used to Android smartphones.
Quanta is said to have designed the prototype for Google smart spectacles, and HTC’s capability in AI glasses production—HTC’s VIVE Eagle glass has also incorporated the Chinese LLM—just makes it a proper vendorship. Assuming the supply chain is in place, Google just has to hit the green light one way and you are in this emerging and quickly-to-fifteen billion dollar market.
Ray-Ban Meta models powered the year-on-year growth of 110 percent in H1 2025 in global smart glasses shipments as per Counterpoint Research. Of this, AI smart glasses alone accounted for 78 percent of total shipments, compared to 46 percent for H1 2024 and 66 percent for H2 2024.
The data here highlights massive green space for new entrants, and should Google decide to get into the game, it can offer an Android-based alternative to what Meta put out there. The versatility of Android XR allows for seamless integration of touch and control mechanisms to easily facilitate users switching from their smartphones to smart glass and adapt to an overall optimized user experience within Android XR.
There is still a lot of room for exploration in the AI glasses market, and Google could have a certain advantage thanks to its popular Android ecosystem. If the company gets off the ground, it could change the way people experience wearables.
FAQ
Well no, Google has finalized the development but the exact date of official market launch is yet to be confirmed.
HTC is said to be the contract manufacturer, taking advantage of knowledge and experience from its VIVE Eagle AI glasses.
We expect Google AI glasses to run the Android XR platform in order to support Android smartphones and provide a seamless experience.
Share of AI smart glasses shipments per half-year smart glasses sales grew 78 percent year-over-year in H1 2025.
Likely yes. Currently, 73 percent of the market is owned by Meta, and Android-powered AI glasses made by Google would offer strong competition.
