Overview
In Q2 2026, global VR headset shipments declined by 18% YoY and 16% QoQ. Meta’s decision to increase VR headset prices amid the global memory price surge added further pressure to an already cooling market. In contrast to the slowdown in VR, global shipments of AR devices surged 138% YoY and 10% QoQ in Q2 2026, driven by new product launches, international expansion by OEMs, and China’s 6.18 promotional campaigns.
For a detailed analysis of key events, the latest development trends, the performance of key OEMs in the global AR/VR market in Q2 2026, and the assumptions underlying our adjusted market forecast, please refer to the full report.