
AI-generated summary
Meta released four AI glasses in September, including new thin and light products with only audio and no lenses, as well as its own brand cost-effective products. Meta also announced the full introduction of Muse AI functions and agent capabilities.
Meta released four AI glasses in September, including new thin and light products with audio only and no lens, as well as its own brand cost-effective products. It also announced the full introduction of Muse With AI functions and agent capabilities, Yuanta Investment Consulting is optimistic about the advantages of Zhending (4958), Taijun (3019), and Realtek (2379) that have entered the Meta supply chain, indicating that related new (2455), GIS (6456), and Yaguang (3019) all have long-term opportunities.
Yuanta Investment Consulting's report pointed out that AI glasses are estimated to sell 13.04 million units in 2026, with an annual growth rate of 35%, and sales in the first half of the year will be 4.7 million units; sales in 2024 and 2025 will be 2.71 million units and 9.64 million units, with annual growth rates of 168% and 256% respectively, which are extremely rapid growth years. Meta is a leading manufacturer with a market share of more than 70%, and Xiaomi glasses have a market share of only single digits.
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The report states that global sales of AI glasses will exceed 10 million units in 2026. Although the revenue of related Taiwanese manufacturers is not high, it still has the opportunity to become a growth driver in the long term; Yuanta Investment Consulting also predicts that it has entered the Meta Realtek, Taijun, and Zhending in the supply chain are recommended targets due to their technological advantages and sound fundamentals. As for Huatong (2313), which has entered the mainland supply chain, it is also worth paying attention to. In the future, the market is expected to launch visual display products with lenses. New, GIS-KY, matt, etc. jointly developed with customers are all worthy of attention for growth momentum.
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AI outlook — possibilities, not facts
Global sales of AI glasses will exceed 10 million units in 2026
Likely · Within years
Visual display products with lenses will be launched one after another
Possible · Within years

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