In the first quarter, the shipment of smart glasses surged by over 130%. Institutions predict that the net profit of 19 concept stocks will increase by over 30% in the next 3 years.

The latest data from IDC shows that in the first quarter of 2026, the global smart glasses market shipped 3.566 million units, a year-on-year increase of 130.1%. Among them, the global shipment of audio and video recording glasses market was 2.248 million units, a year-on-year increase of 167.4%; the AR/VR market shipped 1.318 million units, a year-on-year increase of 85.9%. According to IDC industry forecast data, the global shipment of consumer-grade smart glasses in 2026 is expected to exceed 23.687 million units; among them, the shipment volume in the Chinese market is expected to reach 4.915 million units, accounting for over 20% of the global market. With the implementation of large-scale AI models, mature lightweight hardware, and consumer subsidies for trade-ins, the industry is officially moving away from the niche trial stage and entering a new stage of scaled growth. According to Wind data, there are more than 190 individual stocks in the smart glasses industry chain. Based on the number of institutional ratings, 49 stocks have ratings from 5 or more institutions, with Megvii Technology, EVE Energy, Industrial Fulian, and Howay Group having the highest number of ratings, all exceeding 20. Among these 49 stocks highly rated by institutions, 19 are stocks that institutions predict will have a net profit growth rate of over 30% in 2026, 2027, and 2028. Among them, Zhaosheng Microelectronics, Aojet Technology-U, Shengke Communication-U, Nanxin Micro, Chipone, and Cambricon have the highest average net profit growth rate over the next 3 years, all exceeding 100%.