Keker | Thunderbird Innovation took the top spot in the first half of 2026, the first sale of Thunderbird iO became an instant hit and opened a new growth curve.
Recently, a number of authoritative market research institutions including IDC, Counterpoint, CINNO, Luotu Technology, AVC (All View Cloud) and other organizations have successively released the 2026 H1 market reports for AR glasses and smart glasses. RayNeo swept across the market and claimed the first place in both shipment volume and sales volume in the global AR glasses market as well as China's smart glasses market.
Among them, data from IDC and Counterpoint jointly show that in the first half of the year, RayNeo firmly topped the global AR glasses shipment ranking with a leading advantage, with its market share reaching as high as 24.8%. In other words, one out of every four AR glasses sold across the globe comes from RayNeo. Up to now, RayNeo has taken the first place in global AR glasses shipments for 5 consecutive quarters.
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It is worth noting that with the collective entry of major players such as Huawei and Alibaba and the intensive launch of new products, the Chinese market has become the most fiercely competitive key market for AR and AI glasses worldwide. Against this background, RayNeo has not only remained the No.1 in China's AR glasses sales for 5 consecutive years, but also further expanded its advantages in the first half of 2026. While taking the first place in China's AR glasses sales with absolute advantages, it also achieved the No.1 sales in China's smart glasses category for the first time, covering the full segments of non-screen AI glasses and screen-equipped AR glasses. CINNO data shows that RayNeo's market share of AI/AR glasses reached 25% in the first half of the year. Claiming the top spot across all categories in the most competitive market, the value of this achievement is self-evident.
Behind the repeated "dominance of the rankings" lies RayNeo's in-depth insight into the smart glasses market and profound technological accumulation. Over the past 5 years, RayNeo has proven its product strength with a series of hit products, and has become a key growth driver in the global smart glasses market.
When display-enabled AI glasses have become the widely recognized next growth point of the industry, RayNeo has once again stood at the forefront of the trend: RayNeo iO integrates the all-day active AI experience into daily life. Right after its launch, it broke the first-sale record of new smart glasses products in 2026, won the sales championship of smart glasses category on JD.com, Tmall and Douyin, and became a phenomenal hit product in the industry this year. In the first half of the year, the professional cinematic AR glasses RayNeo GT series also firmly ranked top in sales on all mainstream platforms during the 618 shopping festival. The globally popular RayNeo Air 4 series also won the Best Seller award of Amazon Prime Day 2026, while the AI shooting glasses RayNeo V4 has become a "productivity tool" for more creators. From all-day AI experience and professional video viewing to content creation, RayNeo's hit product matrix has covered every main track of smart glasses. All its products point to the same goal: to accelerate the popularization of smart glasses among the general public.
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At the upcoming IFA exhibition, RayNeo will also officially release the overseas versions of iO and GT series. This is not only bringing domestic hit products to overseas markets, but also a localized service deployment for overseas users. While maintaining top-level hardware standards, RayNeo iO is officially connected to mainstream overseas large models including Gemini, ChatGPT and Claude, making the AI experience truly fit the habits of local users. The RayNeo GT series is equipped with the brand-new Pocket TV, which not only supports Dolby picture quality experience, but also has built-in applications such as Google TV, YouTube and Prime Video, bringing the "pocket giant screen" experience to the fullest. Both products have verified their phenomenal sales performance in the Chinese market, and RayNeo has taken the lead in completing localization adaptation for overseas markets. It is predictable that the overseas market will usher in a new wave of buying spree in the second half of the year, and RayNeo's leading edge in the global market is expected to be further expanded.
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From China to the rest of the world, from AR glasses to smart glasses, RayNeo has taken solid steps to turn the "No.1" title into a norm. The process of smart glasses evolving from a tech concept to part of people's daily life is accelerating at a visible pace — and this time, a Chinese brand is at the forefront. For RayNeo's 2026, the first half of the year is only a warm-up, and the upcoming IFA exhibition is the opening whistle of the second half.