Overview:
This is a comprehensive database of Extended Reality (XR) headset model level shipments by quarter including retail price and 30+ specifications and features. It covers tethered as well as standalone Virtual Reality (VR) and Augmented Reality (AR) headset models. We are tracking 40+ XR brands and 100+ headset models by memory variants.
- Time period: Q1 2020 to Q3 2023 with quarterly granularity
- By brand (40+) and models (100+)
- By region: Global
- Specification and prices (35+)
- Price bands
- Chipsets Company
- Chipset Models
- Display Size
- Display Type
- Internal memory
- RAM
- Wi-Fi Type
- FOV
- 26+ other specifications
Publication Date: December 2023
Overview:
ByteDance’s Virtual Reality (VR) arm PICO has publicly confirmed plans to lay off 23% of its workforce, or about 300 employees, after it released an internal notice on November 7, 2023, announcing layoffs and an organizational restructuring. As part of the restructuring, PICO will retain the core hardware R&D team comprising about 500 engineers. The Mobile OS team will be separated from PICO and merged into ByteDance’s middleware platform due to which the team will be excluded from the layoff count. Meanwhile, other PICO departments such as Sales, Marketing, and Content Center are likely to face significant reductions. Consequently, the number of employees leaving PICO will likely surpass the publicly announced 23%. PICO reiterates that the layoffs and restructuring are not a sign of giving up on the XR business, but rather a necessary step to focus on core technologies for sustainable development in the sector.
In this report, we will analyze the factors influencing PICO’s decision and provide a forecast for its near-term development.
Table of Contents:
- Background
- Analysis of Factors Contributing to PICO’s Decision
- Forecast of the Near-term Development
Number of Pages: 9
Published Date: November 2023
Overview:
The XR market shipped over 1 million units in Q2 2023, which is the lowest shipment volume since Q2 2020. This represents a continuous annual decline since Q4 2021. The XR market volumes are falling because OEMs are not introducing headsets frequently into the market, as there are no innovative improvements in hardware happening at affordable costs. The main challenge OEMs are facing is the lack of compelling and high-quality VR content and experiences. Standalone VR headsets captured 63% of the total XR market shipments in Q2 2023, down from 89% in Q2 2022. This is attributed to lower sales of Meta Quest 2 and the launch of the tethered VR PS VR2 from Sony. Global AR shipments remain very low, produced mainly by the enterprise segment. AR is still in its early stages and needs a breakthrough headset. OEMs are now launching AR glasses for specific use cases.
Table of Contents:
- XR (AR/VR) market trends Q2 2023 by device type.
- XR (AR/VR) market trends Q2 2023 by retail ASP
- XR (AR/VR) market trends Q2 2023 by Top Brands
- XR (AR/VR) major specs analysis Q2 2023
- XR (AR/VR) forecast by headset type
- XR (AR/VR) forecast by brands
- XR (AR/VR) forecast by regions
- XR recent Updates and Future Trends
Number of Pages: 24
Published Date: November 2023
Overview:
This is a database of Extended Reality (XR) headset chipset brand and model shipments by quarter including chipset specifications and features. It covers tethered as well as standalone Virtual Reality (VR) and Augmented Reality (AR) headset models. We are tracking 40+ XR brands and 100+ headset models by chipset.
Table of Contents:
- Time period: Q1 2020 to Q2 2023
- By chipset brand and models
- By region: global
Publication Date: October 2023
Overview:
XR (eXtended Reality) remains a relatively small segment within the global market TAM, especially when compared to well-established technologies such as smartphones and PCs. The current market’s apparent stagnation is primarily due to the limitations of available hardware, challenges associated with software development and interoperability, and a dearth of compelling use cases across both consumer and enterprise sectors. However, the introduction of Apple’s Vision Pro, along with the advent of “spatial computing,” has ignited a fresh wave of inspiration and tremendous excitement within the industry.
This report will offer comprehensive insights into questions like:
-
What is the current sales status in the global XR market?
-
What are the obstacles that have impeded the development and widespread adoption of XR devices?
-
How has Apple’s entry transformed the landscape, and what enduring challenges will the industry face in the foreseeable future?
-
What defensive strategies can be expected from the Android camp? What pivotal factors might trigger an explosion of XR in the market?
Table of Contents:
- Definition
- Market Update
- Key Applications
- Technology Ecosystem
- Development Obstacles & Solutions from Apple
- View on the Future
Number of Pages: 39
Published Date: October 2023
Overview:
This is a comprehensive database of Extended Reality (XR) headset model level shipments by quarter including retail price and 30+ specifications and features. It covers tethered as well as standalone Virtual Reality (VR) and Augmented Reality (AR) headset models. We are tracking 40+ XR brands and 100+ headset models by memory variants.
- Time period: Q1 2020 to Q2 2023 with quarterly granularity
- By brand (40+) and models (100+)
- By region: Global
- Specification and prices (35+)
- Price bands
- Chipsets Company
- Chipset Models
- Display Size
- Display Type
- Internal memory
- RAM
- Wi-Fi Type
- FOV
- 26+ other specifications
Publication Date: September 2023
Overview:
In the second quarter, the VR market continued to face a downturn, while the AR/Smart Glasses market remained vibrant in China. In Q2 2023, VR shipments in China plummeted by 66% YoY(Year-on-year) and 20% QoQ (Quarter-on-Quarter). The extent of the decline significantly intensified compared to the last quarter. Despite the excitement generated by the introduction of Apple’s Vision Pro (AVP) in June, the demand for existing VR headset offerings in China remained subdued. In comparison, China’s AR/smart glasses shipments surged by 69% YoY from a small base. Compared to the preceding quarter, the market increased by 45%.
In the supply chain sector, it is notable that Chinese vendors in the display and optical solutions domain have been vigorously promoting new solutions throughout Q2 2023. Companies like AYR (Augment Your Reality), Raysolve Technology, Goertek, JBD, and AAC Technologies have all unveiled their latest technological advancements in Q2. Please review the full report for in-depth details and insights.
Table of Contents:
- Key Takeaways
- China VR Market Analysis
- Market Outlook Update
- Competitive Landscape, Q2 2023
- Top-selling Models, Q2 2023
- China AR/Smart Glasses Market Analysis
- Market Outlook Update
- Competitive Landscape, Q2 2023
- Top-selling Models, Q2 2023
- Industrial Intelligence Update, Q2 2023
- AR/VR OEMs’ Latest Movements
- Latest Movements from AR/VR Supply Chain & Developer Ecosystem
- Key Industrial Applications Update
Number of Pages (PDF): 37
Published Date: September 2023
Overview:
The Apple Vision Pro is probably the most complex consumer electronics device ever made. But why is Apple launching this product when the XR market is struggling for sustained growth?
This report analyses the Apple Vision Pro – both the product and Apple’s likely motivation for launching it. The report also provides three scenarios for AVP’s possible sales volume in its first few years.
Number of Pages: 13
Published Date: August 2023
Overview:
In 2022, China's VR market grew by over 30% Year-over-year (YoY), mainly propelled by the extensive promotion of Pico devices such as Pico 4 and Pico Neo 3. Meanwhile, China’s AR/smart glasses market has seen remarkable growth of 150%, attributed to the commercialization of a variety of consumer AR glasses offered by Chinese OEMs like TCL-RayNeo, Xreal (previously known as Nreal), INMO and Rokid since H2 2022. Nevertheless, VR shipments in China fell 42% YoY in Q1 2023. China’s AR/smart glasses market continued to experience YoY growth in Q1 2023. However, compared to the preceding quarter, it declined by 36%. This report analyzes the market changes, OEMs’ performances, top-selling models, and recent developments within China's AR/VR supply chain and ecosystem during the first quarter of 2023. Additionally, we present our forecast on the growth of China's AR/VR market until CY2024, highlighting the key growth drivers and anticipated challenges.
Table of contents:
- Key Takeaways
- China VR Market Analysis
- Market Outlook
- Competitive Landscpae:CY2022 & Q1 2023
- Top-selling Models, Q1 2023
- China AR/Smart Glasses Market Analysis
- Market Outlook
- Competitive Landscpae:CY2022 & Q1 2023
- Top-selling Models, Q1 2023
- Industrial Intelligence Update Q1 2023
- AR/VR OEMs’ Latest Movements
- Latest Movements from AR/VR Supply Chain & Developer Ecosystem
- Key Industrial Applications Update
Number of Pages: 26
Published Date: Jul 2023
