Global AR Sports Glasses Research Report

Wellsenn XR conducted research on the global sales and market size of AR sports glasses over the past five years. In 2023, approximately 46,000 units of AR sports glasses were sold globally, with a market size of about $14 million. Currently, the industry is in its early development phase, with an overall low penetration rate. However, the sales and market size have shown a rapid growth trend in the past two years.

Based on the development stage of AR glasses, it is estimated that in the next 3 to 5 years, AR sports glasses will enter a period of rapid growth. By 2035, annual sales of AR sports glasses are expected to reach 17 million units, with a market size of around $3.3 billion. Among these, sales of AR sports glasses for motorcycle riding, cycling, running, and swimming are estimated at around 15 million units, with a market size of approximately $3 billion; while sales for extreme sports such as skydiving, paragliding, surfing, and diving are expected to be around 2 million units, with a market size of about $300 million.

AR sports glasses are primarily applied in five major scenarios, in the following sequence: skiing, motorcycle riding, cycling, running, and swimming. Some AR sports glasses can be used for multiple sports, such as AR helmets that serve both motorcycle and bicycle riding, and cycling AR sunglasses that can also be used for running and hiking. In terms of design, AR sports glasses generally maintain a similar form to traditional glasses used for those sports.

Regarding optical solutions, from products already released, prisms have long been the dominant solution, especially for skiing and motorcycle riding products, where prism solutions account for about 50%. Waveguides are currently the most popular alternative direction. In terms of design, the latest products using waveguides can achieve a slimness comparable to regular glasses.

According to Wellsenn XR's statistics on the backgrounds of AR sports glasses brands, the highest proportions belong to manufacturers from the United States, China, and France. Approximately 24% of manufacturers have backgrounds in the automotive industry, while about 12% have backgrounds in display technology. Other brand backgrounds include smart wearables, the mobile phone industry, as well as eyewear brands, HUD manufacturers, and optoelectronic imaging. About 15% of brand manufacturers have military backgrounds and have previously provided AR HUD-related technology to the military.