Insight

Global XR (AR & VR Headsets) Market Share: Quarterly

In Q1 2026, global VR headset shipments declined by 17% YoY and 39% QoQ, indicating continued weakness in the global market due to a lack of new product launches and other market stimulus.

Global smart glasses shipments grew 215% YoY and 30% sequentially in Q2 2026. In Q2 2026, the global smart glasses market continued to expand rapidly, but growth remained heavily driven by a single market leader, Meta. Beyond Meta, the competitive landscape remained highly fragmented, with no credible global challenger. Regional players such as Fire-Boltt in India and Huawei and Alibaba in China gained traction but retained limited global share.