AI hardware map for 2026: 139 companies across 14 layers, biggest valuations on your wrist
FinanceYF5 · x · 2026-11-06
A new market map of AI hardware in 2026 covers 139 companies across 14 layers — and the money isn't where you'd expect. Ray-Ban Meta sold 7M+ units in 2025, but the biggest valuations sit on the wrist and finger: Oura at $11B and Whoop at $10.1B.
Layer highlights:
- Glasses with display (14): Meta Ray-Ban Display ($799), Even Realities ($1B+ valuation), RayNeo (39% global AR glasses share, Q2 2025), Rokid — captions and navigation in the lens.
- Glasses without display (13): Ray-Ban Meta / Oakley Meta (7M+ sold in 2025), Xiaomi, Huawei, Sesame ($250M raised) — camera and mic, ask AI out loud.
- XR headsets (12): Apple Vision Pro ($3,499), Meta Quest, XREAL (1M+ sold), VITURE, Snap Specs ($2,195).
- AI earbuds (9): Timekettle (1M+ users), Apple AirPods ($249), ByteDance Ola Friend — live translation in your ear.
- Pendants & pins (7): Omi (25K+ shipped), Bee (acquired by Amazon), Limitless (acquired), and more.
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