On September 26, according to Counterpoint's latest report, global VR headset shipments fell 14% year-on-year in the first half of 2025 due to continued sluggish demand in the consumer market. The overall competitive pattern of the VR market in the first half of the year was relatively stable, with few new products launched by major OEMs. Meta remains a significant leader, accounting for around 80% of the market share in the first half of 2025. Counterpoint predicts that in the second half of 2025, competition in the global AR smart glasses market will further intensify as mass production of new movie-watching and optical waveguide products accelerates.

On September 26, according to Counterpoint's latest report, global VR headset shipments fell 14% year-on-year in the first half of 2025 due to continued sluggish demand in the consumer market. The overall competitive pattern of the VR market in the first half of the year was relatively stable, with few new products launched by major OEMs. Meta remains a significant leader, accounting for around 80% of the market share in the first half of 2025. Counterpoint predicts that in the second half of 2025, competition in the global AR smart glasses market will further intensify as mass production of new movie-watching and optical waveguide products accelerates.