China consumer market: smart glasses sales up 110% on key platforms

· Data · Multi-platform

Oversized model of AI smart glasses hanging above an exhibition hall at WAIC 2025 in Shanghai
A giant model of Alibaba’s Quark AI glasses at the World Artificial Intelligence Conference 2025 in Shanghai. Photo: Xuthoria, CC BY-SA 4.0, Wikimedia Commons

Sales of smart glasses on China’s key online platforms rose 110 percent in January–September 2026, according to commerce big-data figures released by the Ministry of Commerce (商务部, MOFCOM) on 23 October. Retail sales of services grew 5.0 percent, 4 percentage points faster than goods.

Smart glasses sales on key platforms rose 110%

MOFCOM’s consumption promotion department said sales of smart glasses on key platforms grew 1.1 times, or 110 percent, in the first three quarters, based on the ministry’s commerce big data. Sales of exoskeleton assist devices rose 46.4 percent and embodied-intelligence robots 22.6 percent.

Organic food sales on the same platforms grew 6.4 percent. The ministry grouped these products under green, smart and healthy consumption.

Smart glasses led sales growth among the products MOFCOM tracked on key platforms

Unit: %

Sales growth on key platforms, January-September 2026, MOFCOM commerce big data · Source: MOFCOM, 23 October 2026

View as table
ItemValue
Smart glasses110.0%
Exoskeleton assist devices46.4%
Embodied-intelligence robots22.6%
Organic food6.4%

Telecom equipment retail sales grew 18.1%, cosmetics 6.1%

Among retailers above the statistical size threshold, sales of communication equipment rose 18.1 percent and cosmetics 6.1 percent in January–September. Nine of the 16 main goods categories grew, six of them by more than 5 percent.

Services retail sales rose 5.0%, outpacing goods by 4 points

Total retail sales of consumer goods and services rose 2.6 percent year on year in the first three quarters, 0.1 percentage point faster than in January–August. Services retail sales grew 5.0 percent, 4 points faster than goods retail sales, which works out at about 1.0 percent on a simple calculation.

Communication equipment and cosmetics grew faster than overall retail sales

Unit: %

Year-on-year growth, January-September 2026 · Source: MOFCOM, 23 October 2026

View as table
ItemValue
Communication equipment18.1%
Cosmetics6.1%
Services retail sales5.0%
Goods and services retail sales2.6%
Retail sales of consumer goods1.1%

September retail sales rose 1.1%, or 3.9% excluding cars

Retail sales of consumer goods grew 1.1 percent year on year in September, 0.7 percentage point faster than in August. Excluding cars, they rose 3.9 percent.

For January–September, retail sales of consumer goods also rose 1.1 percent. MOFCOM said this growth came against a high base in the same period last year.

Consumption contributed 46.7% of economic growth

Final consumption expenditure accounted for 46.7 percent of China’s economic growth in the first three quarters, 0.7 percentage point more than in the first half. It added 2.1 percentage points to GDP growth.

Per-capita consumption spending was about RMB 22,000, up 3.6 percent in nominal terms and 2.7 percent after adjusting for prices.

China consumer market indicators, January–September 2026
IndicatorValue
Smart glasses sales on key platforms, growth110%
Communication equipment retail sales, above-threshold retailers, growth18.1%
Cosmetics retail sales, above-threshold retailers, growth6.1%
Services retail sales, growth5.0%
Goods retail sales, growthabout 1.0% (CMB calculation)
Total retail sales of consumer goods and services, growth2.6%
Retail sales of consumer goods, growth1.1%
Retail sales of consumer goods excluding cars, September, growth3.9%
Final consumption’s contribution to economic growth46.7%
Per-capita consumption spendingabout RMB 22,000 (+3.6% nominal)
Note: Growth is year on year; platform figures are from MOFCOM’s commerce big data; goods retail growth is a CMB calculation from the 4-point gap stated by MOFCOM. Source: Ministry of Commerce, ‘商务部消费促进司负责人谈2026年前三季度我国消费市场情况’

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