06/30/2025, 05:01 AM UTC
一季度AR/VR头显市场增长18.1%Q1 AR/VR headset market up 18.1%
➀ 2025年一季度AR/VR头显市场同比增长18.1%，Meta以50.8%的份额领跑，XREAL、Viture（增长268.4%）和TCL等新兴品牌迅速崛起；
➀ 混合现实（MR）和扩展现实（ER）成为市场新方向，预计2029年MR和ER设备出货量将分别达到1520万台和860万台；
➀ 尽管2025年总出货量或短期下滑12%，但期间年复合增长率（CAGR）预计达38.6%，索尼和苹果因库存调整退出前五，光学穿透（OST）眼镜首次占据重要市场份额。
➀ The Q1 2025 AR/VR headset market grew 18.1% year-over-year, with Meta dominating (50.8% share) and emerging brands like XREAL, Viture (268.4% growth), and TCL driving competition;
➀ Shift toward Mixed Reality (MR) and Extended Reality (ER) is reshaping the market, with MR/ER shipments projected to reach 15.2 million and 8.6 million units by 2029, respectively;
➀ Despite a temporary 12% shipment decline in 2025, the market is expected to rebound with a 38.6% CAGR through 2029, with traditional leaders like Sony and Apple absent from top rankings due to inventory management.
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