AR display shipments set to overtake VR as smartglasses grow lighter
AI-summarised brief · reviewed before publication
Research firm Omdia forecasts that global augmented reality display shipments will reach 21 million units by 2030, surpassing virtual reality shipments of 19 million units. This projection indicates a structural shift in the extended reality near-eye display market, driven by manufacturers prioritizing lighter smartglasses designs and integrating artificial intelligence capabilities. AR display market share is expected to rise from 28 percent in 2026 to 57 percent by 2032, while VR share will decline from 72 percent to 43 percent. The transition reflects a fundamental trade-off between device performance, weight, and battery life. Some manufacturers are removing displays entirely to focus on AI and audio-visual inputs, as seen with Ray-Ban Meta. Omdia analyst Jay Shao noted that AI’s growing importance is forcing a reevaluation of display roles due to power and weight constraints. While AR demand grows, design limitations may moderate its pace. Meanwhile, VR manufacturers are expected to favor lightweight silicon-based OLED technology to create more compact, comfortable headsets.
💡 Why It Matters
- · The industry pivot reveals that consumer preference for wearable comfort is actively dismantling the traditional display-centric model of extended reality hardware.
- · Manufacturers are now forced to choose between heavy, high-performance screens and lightweight, AI-focused audio devices, fundamentally altering the product roadmap for smartglasses.