Global XR & Smart Glasses Market Intelligence Tracker November 2025
Overview:
The XR & Smart Glasses Market Intelligence Tracker provides Counterpoint’s perspective on a curated selection of recent news and articles about AR, VR/MR, and smart glasses that shape the ecosystem, spanning OEMs, supply chain players, content providers, and more. It offers readers insights into the current state of the sector and its potential implications, helping them connect the dots.
In this report, we analyze key developments in the XR and smart glasses ecosystem in November 2025. We share our perspective on Even Realities’ newly launched G2 AR smart glasses, Baidu’s first AI glasses, Xiaodu Pro, the newly released Valve SteamVR headset, and SDC’s progress in Micro-OLED commercialization. The report also covers additional developments from XR component and solution providers, including CSOT, Alibaba, Gravity XR, and AAC Technologies.
Table of Contents:
- Definition of Terms in This Report
- Key Developments of the Month: November 2025 Update
- Even Realities
- Baidu
- Valve
- Samsung Display
- CSOT
- Alibaba
- Gravity XR
- AAC Technologies
- Other Ecosystem Developments:
- Other developments in XR & Smart Glasses Ecosystem
- Counterpoint's Latest Blogs & Reports on XR, Smart Glasses, and AI
Category
Industry
Emerging technologies
Service
Extended Reality (XR)
Report Type
Report
Time Period
Monthly
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Author
Flora Tang
Flora is a Principal Analyst at Counterpoint Research, based in Hong Kong. With over nine years of experience in the mobile industry, she specializes in analyzing the consumer electronics market and the Chinese supply chain. Flora has held various roles in the market intelligence and business strategy functions with leading Chinese smartphone OEMs, internet company and telecom operator. She initially joined Counterpoint Research in 2017 but later moved on to play key roles in OPPO’s international business strategy in 2021 and HONOR’s corporate strategy planning in 2022. Flora has since returned to Counterpoint, where she now serves a broader array of global technology players. Academically, Flora holds a bachelor’s degree in International Relations from Sun Yat-Sen University and a master’s degree from The Chinese University of Hong Kong.
Guillaume Chansin
Dr. Guillaume Chansin is a display analyst covering advanced and emerging display technologies. He has authored the display reports on XR and MicroLED displays. He is also a regular contributor to the Display Weekly Review Report. Guillaume has a Master’s degree in Applied Physics from INSA Toulouse and a PhD from Imperial College London.