AR Glasses Lift Near-Eye Display Market to $675 Million in 2026 as Shipments Hit 14.53 Million
Updated
Updated · Informa PLC · Jun 30
AR Glasses Lift Near-Eye Display Market to $675 Million in 2026 as Shipments Hit 14.53 Million
2 articles · Updated · Informa PLC · Jun 30
Summary
$675 million in 2026 revenue would mark a 12% rebound for the near-eye display market after a sharp 2025 contraction, with shipments rising 16% to 14.53 million units, Omdia said.
AR glasses are driving that recovery: Omdia forecasts AR display shipments to jump 154% to 4.1 million units and revenue to surge 152% to $156 million on launches from RayNeo, Alibaba, XREAL and VITURE.
Major tech groups including Meta, Apple, Samsung and Huawei have shifted product roadmaps toward lightweight AI smart glasses and AR devices, delaying or scaling back some VR headset plans.
VR remains the drag on the market, with display shipments projected to fall 4% to 10.5 million units and revenue to slip 4% to $518.7 million amid weak refresh cycles, bulky hardware and limited mass-market use cases.