What They Say
Chinese market researcher, Sigmaintell, has issued a new report on AR and VR and said that sales of VR headsets reached 11.2 million in 2021, up 65% year on year. It expects Apple to boost the market with a mixed reality product early next year and expects it to rise to 43 million units in 2026, a CAGR of 26.4%.
AR device volume in 2021 was around 280K units, up 27% but the firm expects AR HMD revenue to reach $14.3 billion, a CAGR of 153%.
What We Think
Like many analysts, Sigmaintell sees AR as the big application that will eventually supplant smartphones. (BR)