Semiconductors

Overview The XR & Smart Glasses Market Intelligence Tracker provides Counterpoint’s perspective on a curated selection of recent news and articles covering developments in AR, VR/MR and smart glasses across OEMs, supply chain players, content providers and other ecosystem stakeholders. It offers readers insights into the current state of the sector and the potential implications of key developments.In this report, we analyze key developments across the XR and smart glasses ecosystem in September 2026. Our analysis offers insights into Meta’s expanding AI glasses portfolio and newly introduced VR glasses, the development of enterprise applications for XREAL AURA, HTC VIVE Eagle’s international expansion, growing privacy concerns surrounding camera-equipped smart glasses in Australia, and other notable industry developments.

Oct 21, 2026

The global TV market is at a turning point. Display technologies are fighting for share, leading brands are repositioning, and rising component costs are reshaping strategy across the supply chain.

Oct 21, 2026