➀ After two quarters of declines, Q3 shipments of AR/VR headsets rose 12.8% according to IDC, driven by Meta's Quest 3 and Sony's PSVR2. ➁ Mixed Reality headsets, like the Quest 3, are expected to grow 21.7% in 2025. ➂ Extended Reality devices are forecasted to have a 85.7% CAGR through 2028.
Recent #shipments news in the semiconductor industry
➀ TrendForce estimates that 2024 shipments of VR and MR headsets will increase by 8.8% y-o-y to 9.6 million units; ➁ Three trends are identified: the dominance of low-cost devices, the shift from entertainment accessories to productivity tools, and OLEDoS becoming the preferred display technology for high-end near-eye devices; ➂ Meta leads the VR and MR device shipments with a 73% market share in 2024, driven by the affordable Quest 3S, while the high-end Quest Pro 2 is suspended.
➀ Shipments of AR/VR headsets in Q2 2024 fell 28.1% year-on-year to 1.1 million units, with IDC forecasting a 1.5% decrease in full-year shipments. ➁ Next year, sales are expected to rise 41.4% due to new technology and more affordable devices. ➂ Mixed reality (MR) headsets are predicted to grow, driven by advancements in technology and consumer-friendly designs.