Near-Eye Display Revenue to Hit $675 Million in 2026 as AR Glasses Shipments Jump 154%
Updated
Updated · Informa PLC · Jun 30
Near-Eye Display Revenue to Hit $675 Million in 2026 as AR Glasses Shipments Jump 154%
2 articles · Updated · Informa PLC · Jun 30
Summary
$675 million in revenue and 14.53 million shipments are forecast for the near-eye display market in 2026, up 12% and 16% respectively after a sharp 2025 contraction.
AR glasses are expected to drive that rebound, with display shipments surging 154% year over year to 4.1 million units and revenue rising 152% to $156 million on new launches and heavier investment.
VR remains the drag: display shipments are projected to fall 4% to 10.5 million units and revenue to slip 4% to $518.7 million as bulky hardware, power demands and weak content limit mass-market appeal.
Meta, Apple, Samsung and Huawei have already adjusted roadmaps toward lightweight AI smart glasses and AR devices, signaling a broader industry shift away from aggressive VR expansion.