Q1-shipments of augmented reality and virtual reality (AR/VR) headsets declined 67.4% y-o-y, says IDC
The decline in shipments was expected as the market transitions to include new categories – Mixed Reality (MR) which occludes the user’s vision but provides a view of the real world with outward-facing cameras, and Extended Reality which employs a see-though display but mirrors content from another device or offers a simplistic heads-up display.
The ASP rose to over $1000 as Apple entered the market and incumbents such as Meta focused on premium headsets such as the Quest 3.
Meta again led the market in 1Q24 in terms of share, while Apple’s recent entry into the market enabled it to capture the second position.
ByteDance, Xreal, and HTC rounded out the top 5. Both the Quest 3 and the Vision Pro helped educate users and enticed developers to create mixed reality content, blending the digital and physical worlds. Unfortunately, this has come at a premium for users.
IDC forecasts headset shipments will return to growth later this year with volume growing 7.5% over 2023.
Newer headsets and lower price points will help with the turnaround expected later this year. Beyond that, headset shipment volume is expected to see a CAGR of 43.9% from 2024–2028.
Abonnieren fuer regelmaessige Marktupdates.
Bleiben Sie auf dem neuesten Stand der Branchentrends, indem Sie unseren Newsletter abonnieren. Unser Newsletter ist Ihr Zugang zu erstklassiger Marktexpertise.
Micron will get $6.1 billion in US Chips Act grants to help build fabs in New York and Idaho. Senator Chuck Schumer of New York announced the award and said the money would go towards building two fabs in New York by 2030 and o
Earlier today TSMC announced Q1 revenue up 12.9% y-o-y at $18.87 billion and profit up 8.9% y-o-y at $6.96 billion. Compared to Q4, the Q1 revenue was down 5.3% and net income was down 5.5%. Gross margin for the
The Q1 smartphone market grew 7.8% q-o-q to 289.4 million units, says IDC. It was the third consecutive quarter of market growth, Notes: • Data are preliminary and subject to change.
2023 sales of semiconductor manufacturing equipment fell 1.3% to $106.3 billion from 2022’s record $107.6 billion, says SEMI. China was the biggest market, growing 29% y-o-y to $36.6 billion, followed by Korea whi
TSMC had Q1 revenue up 16.5% y-o-y at $18.54 billion up from $16.72 billion Q1 2023. For March, TSMC had revenues that were 34.3% up y-o-y and 7.5% up m-o-m at $6.2 billion. It was the biggest m-o-m rise since Nove
After two years of decline, the worldwide traditional PC market returned to growth during the first quarter of 2024 (1Q24) with 59.8 million shipments, growing 1.5% year over year, according to IDC RECOMMENDED ARTICLESHMI claim
