Global AR/VR Market Insights and Development Trends, Q1 2026
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.
Table of Contents
• Key Takeaways and Themes of the Quarter
• Global VR Market Analysis, Q1 2026
• Global AR Smart Glasses Market Analysis, Q1 2026
• XR Display Market Update, Q1 2026
• Other Component and Specification Trends, Q1 2026
• Industry Intelligence Update, Q1 2026
• Market Forecast Update
• XR Applications and Use Cases – Q1 2026 Update
Number of Pages: 55
Published Date: June 2026
Category
Industry
Emerging technologies
Service
Extended Reality (XR)
Report Type
Report
Time Period
Quarterly
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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.