According to a recent report from Counterpoint released on September 26, global VR headset shipments declined 14% year-over-year in the first half of 2025, driven by continued sluggish consumer market demand. The overall competitive landscape in the VR market remained relatively stable in the first half of the year, with relatively few new product launches from major OEMs. Meta maintained a significant lead, capturing approximately 80% of the market share in the first half of 2025. Counterpoint predicts that competition in the global AR smartglasses market will intensify in the second half of 2025, as new viewing and optical waveguide products accelerate mass production.