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TrendForce forecasts global AR glasses shipments to double in 2026

Augmented Reality Market 2025 to 2032: Hardware Rebound, Enterprise Adoption and the Spatial Computing Inflection

Severity

Medium

Likelihood

High

Spend exposed

–

Confidence

85%

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  • Severity: how big the impact would be if this plays out.
  • Likelihood: how probable the engine judges it is to happen or persist.
  • Spend exposed: the share of your annual category spend this flags.

What changed

On October 15, 2026, TrendForce published an updated forecast estimating that global AR glasses shipments will increase from 620,000 units in 2025 to 1.31 million units in 2026, representing a year-on-year growth rate of 111.1%. The momentum is primarily driven by strong growth in Meta display glasses alongside expanding product portfolios from Chinese brands. This shifts market adoption faster toward lightweight, display-focused eyewear form factors over traditional heavy headsets.

Recommended actions

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Adjust category sourcing strategy to emphasize light AR glasses components over heavy VR headset tooling

Shipments of AR display glasses are doubling year-over-year while broader headset categories experience cooling demand and mixed-reality declines.

Sources and references

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Source · blog.shayaikehassan.comblog.shayaikehassan.com

# The Augmented Reality & Virtual Reality Industry: An In-Depth Overview in 2026 [Part of seriesIndustry Analysis](/series/industry-analysis) The transition toward spatial computing has reached a definitive milestone in 2026, moving beyond the fragmented experimentation of the early 2020s into a stabilised, high-growth ecosystem. The industry, encompassing Augmented Reality (AR), Virtual Reality