Counterpoint: Global VR headset shipments are expected to decrease by 14% year-on-year in the first half of 2025, while AR smart glasses are poised for strong growth.

According to Zhidao Financial APP, based on Counterpoint's Global XR (AR/VR) Headset Shipment Tracking Database, due to the continuous low demand in consumer markets, global VR headset shipments are expected to decline by 14% year-on-year in the first half of 2025. The overall competitive landscape of the VR market in the first half of the year is relatively stable, with few new products introduced by major OEM manufacturers. Meta continues to maintain a significant lead, holding approximately 80% of the market share in the first half of 2025. Looking ahead, hardware OEMs and internet giants including Meta, Snap Inc., and Amazon are increasing their investment in the development of AR smart glasses. With the rise of the "AR+AI" trend, the market is expected to experience strong growth in the coming years, particularly on the supply side.