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Report

Global XR & Smart Glasses Market Intelligence Tracker, August 2025 Update

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September 29, 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 from August 2025. Highlights include the launch of the vivo Vision MR headset, HTC’s first smart glasses—the VIVE Edge, DPVR’s debut smart glasses—the VisionRay AI Glasses, the acquisition of Plessey Semiconductors by Haylo Labs, and Sunny Optics’ strategic cooperation with Goertek Optical Technology on XR optical technologies.

Table of Contents:

  • Definition of Terms in This Report
  • Key Developments of the Month: August 2025 Update
  • vivo
  • HTC
  • Brilliant Labs
  • DPVR
  • Haylo Labs
  • Sunny Optical & Goertek
  • Ecosystem Developments:
  • Other developments in XR & Smart Glasses Ecosystem
  • Counterpoint's Latest Blogs & Reports on XR, Smart Glasses, and AI

Number of Pages: 15

Published Date: September 2025


Category

Industry

Consumer Electronics, Emerging technologies

Service

Extended Reality (XR)

Report Type

Report

Time Period

Monthly

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Author

Guillaume Chansin

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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.

Flora Tang

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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.