Global XR & Smart Glasses Market Intelligence Tracker July 2026
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 July 2026. This includes our insights on Alibaba's plans to evolve Qwen AI glasses into agentic AI glasses, Halliday's new G2 AI glasses, Magic Leap's AR waveguide strategy, xMEMS' micro-cooling solution for smart glasses and other notable updates.
What the Full Report Will Cover
- Analysis of selected key developments across XR and smart glasses in July 2026
- Insights into major product, technology and industry developments across the ecosystem
- Broader updates on OEMs, supply chain, content and ecosystem developments
- Relevant Counterpoint insights and perspectives on XR, smart glasses and AI
Who Should Read This
- XR and smart glasses industry professionals tracking emerging developments
- OEMs and strategy teams monitoring competitor moves and industry trends
- Component suppliers and ecosystem players assessing technology and value-chain developments
- Investors and analysts following the evolution of the XR and smart glasses ecosystem
Key Questions the Report Answers
- What are the key developments shaping the XR and smart glasses ecosystem in July 2026?
- How are companies and technologies evolving in the XR and smart glasses ecosystem?
- What other notable developments are emerging across the XR and smart glasses ecosystem?
- What could these developments mean for the broader XR and smart glasses ecosystem?
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.
Akshay RS
Akshay RS, a TMT research analyst at Counterpoint Technology Market Research, aims to create impactful insights and engaging visual stories. He tracks and analyses mobile devices, consumer IoT, XR, and retail segments across various regions and countries. With a civil engineering degree and MBA from SRM University, where he specialized in market research and operations, Akshay's passion for technology, data, and illustration drives him to push the boundaries of his field.