Overview
In Q1 2026, global VR headset shipments declined by 17% YoY and 39% QoQ , indicating continued weakness in the global market due to lack of new product launches or other market stimulates. In contrast to the slowdown in VR, global shipments of AR smart glasses increased 136% YoY but declined 23% QoQ in Q1 2026, as the market normalized following the promotion-driven peak in Q4. The strong YoY growth was driven by expanding manufacturing capacity and continued channel expansion across major OEM.
For a detailed analysis of key events, the latest development trends, the performances of key OEMs in the global AR/VR market in Q1 2026, and the assumptions underlying our adjusted market forecast, please refer to the full report.
