Global Monthly XR & Smart Glasses Market Intelligence Tracker, February 2025
Overview: The XR & Smart Glasses Market Intelligence Tracker provides Counterpoint’s perspective on a curated selection of recent news and articles about AR, VR/MR, and smart glasses that shape the ecosystem, spanning OEMs, supply chain players, content providers, and more. It offers readers insights into the current state of the sector and its potential implications, helping them connect the dots. In this report, we analyze key developments in the XR and smart glasses ecosystem from February 2025. This includes our insights on the newly introduced Meta Aria Gen 2 Smart Glasses, Essilorluxottica's ambitious plan to significantly expand production capacity for the Ray-Ban Meta smart glasses series, Samsung's breakthrough in the Metalens technology, Goertek's newly launched waveguide AR module, and more.
Table of Contents:
Definition of Terms in This Report
Key Developments of the Month: Feburary 2025 Update
Meta
Essilorluxottica
DPVR
XREAL
Samsung
Goertek
Cellid
Anduril & Microsoft
- Other Ecosystem Developments
- Other developments in XR & Smart Glasses Ecosystem
- Counterpoint's Latest Blogs & Reports on XR, Smart Glasses, and AI
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Category
Industry
Emerging technologies
Report Type
Report
Time period
Monthly
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Author
Flora Tang
Flora is a Senior 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 DSCC analyst covering advanced and emerging displays. He has authored the DSCC reports on XR and MicroLED displays. He is also a regular contributor to the DSCC Weekly Review Report. Guillaume has a Master’s degree in Applied Physics from INSA Toulouse and a PhD from Imperial College London.
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