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Near-Eye Displays in 2026: A Supply Chain Success Story With an Efficacy Problem

by Joseph Bryans

The industry has reached a working three-way segmentation. TFT-LCD handles cost-sensitive VR. Micro-OLED (OLEDoS) dominates premium VR and mixed reality. MicroLED and LCoS paired with waveguides remain the target architecture for true transparent AR, though that category is still largely in the pilot and developer-kit phase.

Tags:Apple| Augmented Reality| LCD| meta| Micro OLED| MicroLED| Near-Eye Displays| Ray-Ban| Samsung| showcase| VR

Smart Glasses Shipments Doubled in Second Half of 2025, With Meta Commanding 82% of the Market

by Shawnee Blackwood

North America remained the largest regional market at 37% of global shipments, but the more notable development was Western Europe surging to 30%, supported by Meta’s new product launches.

Tags:AR Glasses| Counterpoint| market research| meta| Ray-Ban| showcase| Xiaomi

Meta’s Ray‑Ban Display Glasses Turn Near‑Eye From Experiment to Supply‑Constrained Business

by Joseph Bryans

Waveguide orders surge 87.5% as demand outpaces capacity; TrendForce revises AR glasses forecast upward with 32 million units projected by 2030.

Tags:Augmented Reality| market research| meta| showcase| TrendForce| VR| waveguides

AR Finally Arrives

by Sweta Dash

Bay Area SID’s one-day AR/VR conference “Seeing Is Believing” in November gave a glimpse of the current state of the technology and requirements for future development.

Tags:Augmented Reality| BOE| Google| meta| MicroLED| Saphlux| showcase| VR

Meta and Ray-Ban Unveil Limited Edition Smart Glasses with Coperni at Paris Fashion Week

by Joseph Bryans

Only 3,600 pairs available worldwide.

Tags:meta| Ray-Ban| smart glasses

Meta’s Reality Labs Launches Aria 2 AR Research Glasses

by Shawnee Blackwood

Reality Labs says that the ultimate goal is to make augmented reality more intuitive and valuable to everyday life.

Tags:Augmented Reality| meta| Reality Labs| smart glasses

The iPhone Moment and the MicroLED Tease

by Shawnee Blackwood

Don’t get excited all you MicroLED folks, Apple’s next move may be a false alarm.

Tags:Apple| meta| smart glasses

The Race to Replace Your Phone with Your Face

by Omid Rahmat

The fundamental premise – that smart glasses will replace smartphones – faces both technical and deeply human barriers.

Tags:meta| Ray-Ban| showcase| smart glasses

Global AR/VR Market Returns to Growth as Meta Leads the Pack

by Shawnee Blackwood

Meta secured a dominant position in the market, accounting for more than 70% of all units shipped during the quarter.

Tags:Apple| Augmented Reality| Google| IDC| Market Data| meta| MR| VR| XR| Xreal

Samsung, Google, and Qualcomm Bond Over Android XR

by Omid Rahmat

Companies form a united front for everyone wanting to get into AR, VR, and XR, and who isn’t Meta or Apple.

Tags:Apple| Augmented Reality| Google| meta| Qualcomm| Samsung| showcase| VR| XR

What Does $50 Billion Buy in Display Technology

by Omid Rahmat

Not a lot.

Tags:Apple| Augmented Reality| meta| Near-Eye Displays| saamsung| showcase| VR

AR/VR Display Summit Highlights Potential and Challenges of Market

by Sweta Dash

Display innovation at the heart of opportunity for future devices.

Tags:Augmented Reality| Counterpoint| DSCC| meta| Qualcomm| showcase| VR