Component Orders for Meta Ray-Ban Display Glasses Revised Up Twice, Driving Global AR Glasses Shipments to 950,000 Units in 2026, Says TrendForce

TrendForce’s recent research on the near-eye display industry indicates that the growing convergence of AI and wearable devices has resulted in stronger-than-anticipated market response for Meta Ray-Ban Display Glasses. In the last six months, Meta has significantly increased orders for several key components. Driven by this strong backing from leading brands, TrendForce forecasts global AR glasses shipments will reach 950,000 units by 2026, a 53% YoY increase.