According to the latest report released by market research firm CounterPoint Research, global VR headset shipments in 2024 decreased by 12% year-over-year, marking the third consecutive year of decline. Nevertheless, the decline narrowed in the fourth quarter, down only 5%. The report indicates that inadequate hardware performance, lack of content, and declining user engagement remain key factors constraining market development.

From a brand performance perspective, Meta ranks first with a 77% market share, and its Quest 3S further increased the share to 84% after its launch in the fourth quarter. Sony's PSVR2 boosted its market share to 9% through Black Friday promotions, while Pico's enterprise shipments exceeded consumer shipments for the first time. It is worth noting that DPVR achieved an annual shipment growth of over 30% by focusing on the enterprise market.

In addition, the shipment of Apple Vision Pro in the fourth quarter of 2024 decreased by 43% quarter-on-quarter, but the company is adjusting its strategy by expanding into new markets such as South Korea and the UAE, and increasing sales to the enterprise sector. At the same time, the AR glasses market is also facing challenges, with an overall decrease in shipments of 8%, but "cinema-type" AR glasses increased by 27%, showing the potential in niche areas.