According to the latest report released by AVC (All View Cloud) on May 26, the online smart glasses market in China achieved retail sales of RMB 560 million in Q1 2026, with sales volume reaching 282,000 units and an average unit price of RMB 1,999.4.
AVC monitoring data shows significant differences in performance across channels during the first quarter. Platform e-commerce led with a 36.9% share of retail value, although its sales volume share was only 28.7%. It achieved the highest value realization through a higher average selling price. Professional e-commerce accounted for 33.0% of retail value, with the highest average price among the three channels at RMB 2,731.4. Content e-commerce became the primary traffic gateway with a 47.2% share of sales volume, but its retail value share was only 30.1%, with a significantly lower average price of RMB 1,277.8.
Online retail monitoring data indicates that there were 275 brands in the Q1 2026 smart glasses market. The top 5 brands captured 64.8% of the total market share.
Brand Performance:
- ROKID ranked first with retail sales of RMB 120 million, securing a 21.2% market share. It sold 38,000 units (13.4% share) at an average price of RMB 3,178.1.
- Quark ranked second with retail sales of RMB 87.154 million (15.4% market share). It sold 23,000 units (8.2% share) at an average price of RMB 3,765.7 - the highest among the top 5 brands. Quark focused on the high-end segment, with its main price range between RMB 4,000–4,500. Its channel distribution was 54.5% platform e-commerce, 22.8% professional e-commerce, and 22.7% content e-commerce.
- XREAL ranked third with retail sales of RMB 65.56 million (11.6% market share). It sold 20,000 units (7.0% share) at an average price of RMB 3,333.5. The brand performed strongly in professional e-commerce (43.7%), followed by platform e-commerce (36.3%) and content e-commerce (20.0%).
- RayNeo (Thunderbird) ranked fourth with retail sales of RMB 58.917 million (10.4% market share). It sold 31,000 units (10.9% share) at an average price of RMB 1,921.9 - the lowest among the top 5. The brand showed strong momentum in content e-commerce (44.4%), followed by platform e-commerce (32.2%) and professional e-commerce (23.4%), focusing on cost-performance.
AVC noted that product concentration in Q1 2026 remained relatively dispersed, with the top 20 products accounting for only 22.1% of the market share, indicating intense competition at the individual product level. AI functionality has become standard, with 9 out of the top 10 products featuring "AI" in their titles. This shows that AI smart glasses have become the mainstream product form, offering features such as translation, photography, navigation, and teleprompter.
Top Single Products:
- Rokid Leqi AI Smart Glasses ranked first among single products with retail sales of RMB 28.199 million (5.0% market share), selling 8,660 units at RMB 3,235.1 per unit. It contributed 23.6% of ROKID's total retail sales, demonstrating a strong hit-product effect in content e-commerce channels.
- Rokid Qianwen Doubao Multi-Model Lingban Technology Leqi AI Smart Glasses ranked second with RMB 16.244 million in sales (2.9% share), selling 5,069 units at RMB 3,110.5.
- RayNeo Air 4 Pro Pocket TV Smart AR Glasses ranked third with RMB 15.181 million in sales (2.7% share), selling 9,190 units at RMB 1,614.1 - the highest sales volume among the top 10 single products. This reflects strong market acceptance of AR glasses with pocket TV functionality.
AVC concludes that the Q1 smart glasses market exhibited three major trends:
- AI functionality has become a standard feature. AI voice interaction has solved the core pain point of "inconvenient interaction" in traditional smart glasses, significantly improving product usability.
- Clear price tier differentiation. The RMB 1,000–2,000 range is dominated by cost-effective brands like RayNeo, the RMB 2,500–3,500 mainstream range is led by ROKID and XREAL, while the RMB 4,000–4,500 high-end segment is represented by Quark.
- Accelerated ecosystem deployment by tech giants. Internet giants including ByteDance, Baidu, and Alibaba have accelerated their layout of AI hardware entry points from 2025 to 2026. Smart glasses are regarded as the "wearable entry point for the AI era."
