What They Say
ABI Research said that over the next five years, steady growth will mean shipments of 50.1 million VR headsets by 2026, a CAGR of 42% and will lead to $56 billion in VR market revenues by the same time. Stand-alone headsets will rise from 44% this year to nearly 80% of the market.
Education mixes consumer and enterprise and is the second largest segment by shipments and first by revenue; 11 million HMD shipments are expected in education in 2026, with $20 billion in total market revenue.
What We Think
Hmm… this is an aggressive forecast, I think. On the other hand, products are getting better and better and companies are still investing. Even if it only turns out to be half this big, it’s a significant opportunity.(BR)
