Where Data Tells the Story
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Apple is testing four different smart glasses designs, according to Bloomberg’s Mark Gurman, with a potential unveiling in late 2026 ahead of a 2027 commercial launch.
The product would put Apple in direct competition with Meta’s Ray-Ban Display glasses.
In that light, today’s data infographic shows the largest players in the global wearables market.
The data comes from The IDC Quarterly Wearable Device Tracker.
It shows why the timing of Apple’s products carries urgency.
The year-on-year comparison understates the pressure Apple faced in 2025.
In the second quarter of the year, Apple’s wearables market share collapsed to 14.7%, the lowest figure in the entire five-quarter IDC dataset, an 8.1-percentage-point drop from its Q4 2024 position.
Of all the wearable device companies named in the tracker, none experienced a swing of that magnitude in a single direction across any comparable period.
Apple recovered sharply (19.0% in Q3 2025, 21.0% in Q4), driven by the Apple Watch and AirPods product launch cycle that reliably concentrates sales in the second half of the calendar year.
But here’s what it means:
Apple’s dominance in wearables is structurally seasonal.
When the launch cycle is not providing a tailwind, the company’s share position is considerably more vulnerable than its brand leadership implies.