As a new wave of Extended Reality (XR) devices is rapidly entering the market, we revisit our XR Devices Forecast.

Updated for 2026, this report delivers a comprehensive assessment of the true commercial opportunity across the XR ecosystem.

We provide detailed forecasts for annual shipments and installed base through 2031, covering Mobile Smart Glasses, VR headsets, and Lean-back Glasses – offering stakeholders a clear view of how the XR devices market is expected to scale over the next five years.

For operators, this represents a cross-portfolio opportunity: while video teams assess new viewing formats, mobile divisions should be evaluating the parallel opportunity in AI inferencing and edge compute tied to these emerging devices.