Augmented Reality: Strategic Intelligence

All the vital news, analysis, and commentary curated by our industry experts.

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Published: December 05, 2025 Report Code: GDTMT-TR-S694-TH

Report Overview
Key Players
Table of Contents

Augmented reality (AR) is a technology that allows users to see the real world overlaid with digital data. According to GlobalData forecasts, global AR market revenue will exceed $87 billion by 2030, up from nearly $30 billion in 2024 at a compound annual growth rate (CAGR) of 20%. Software makes up the largest part of the AR market, with smartphones the primary devices used to access AR applications today. However, tech giants like Meta and Samsung Electronics are leading in developing AR smart glasses and headsets that promise more realistic, immersive experiences.

Scope

This report provides an overview of the augmented reality theme.

It identifies the key trends impacting growth of the theme over the next 12 to 24 months, split into four categories: technology trends, macroeconomic trends, regulatory trends, and media trends.

It includes comprehensive industry analysis, including forecasts for augmented reality revenues to 2030. These forecasts are split by end-user (consumer and enterprise) and platform (hardware and software). There is also market share information for the AR smart glasses and AR headsets markets.

It contains a timeline highlighting milestones in the development of augmented reality.

The detailed value chain comprises five segments: semiconductors, components, devices, platforms, and applications and content. Leading and challenging vendors are identified across all five segments.

Key Highlights

The AR headset segment is struggling. High costs, a lack of content, and bulky designs are limiting adoption. Even so, the potential of AR headsets is compelling due to their powerful performance and immersive experiences, especially for enterprise training and remote collaboration. For consumers, AR headsets can support premium at-home entertainment.

China dominates the AR market, thanks to strong local ecosystems and government support. Companies like Rokid and Xreal are major design innovators, though geopolitical tensions are barriers to global expansion.

Reasons to Buy

AR is still developing as a technology but is beginning to move into the mainstream. Leading tech companies are scrambling to build sustainable AR ecosystems and gain a foothold in this potentially lucrative market, while specialist firms focus on areas like content development. This report tells you need to know about AR, including market forecasts to 2030 and profiles of the leading companies.

3D Systems
7invensun Technology
AAC Technologies
ABB
AccuVein
Adobe
AEye
AI21 Labs
Airbus
Akamai
Alibaba
Alphabet (Google)
Altair
Alteryx
Amazon
Ambarella
AMD
Analog Devices
Anduril Industries
Anthropic
ANYbotics
AppFigures
Apple
Apprentice
AR.js
Arm
Arspectra
ARtillery Intelligence
ArViCom
Aryzon
Asus
Atheer
Augmedics
Aurora
Autodesk
Avathon
Avegant
Babylon.js
BAE Systems
Baidu
BaishanCloud
Bandai Namco
Banuba
Basler
BBC
Beijing Academy of Artificial Intelligence (Wu Dao)
BigBear.ai
BigML
Bitmax (Maxst)
Blippar
Blu Wireless
Boeing
Bosch
Bose
Brain Corp
Brainlab
Brandenburg Labs
Broadcom
Budweiser
Bunny.net
Burger King
BYD
ByteDance
C3.ai
Cadence
Calm
Canvas
Capcom
Carl Zeiss
CBAK Energy Technology
ChangXin Memory Technologies
Charlotte Tilbury
China Mobile
ChinaCache
Chukong Technologies
Cirrus Logic
Cisco
Clarifai
Cloudera
Cloudflare
Cognex
Colopl
Comcast
Contextual AI
Dassault Systèmes
Databricks
Datarobot
DeepAR
DeepSeek
Desay Battery
Devar Entertainment
DigiLens
Dior
Dolby Labs
Dynapack
eBay
Elbit Systems
Elyland
EON Reality
Epic Games
Ericsson
Esri
Estée Lauder
European Space Agency
Eyelights
Eyeware
F5
Facewatch
Fastly
Festo
Fetch Robotics
Flam
Fox Corp (Fox Sports)
Fresnel Technologies
Gcore
Geenee AR
Genius Electronic Optical
Glartek
GM (Cruise)
Godot
Goertek
Gravity Jack
Groove Jones
H2O.ai
Hahn Group (Rethink Robotics)
Halio
Harrods
Hawk-Eye Innovations
Help Lightning
Himax
Hive
Honeywell
HTC
Huawei
Hugging Face
Hyundai
IBM
iFlytek
Ikea
Illumix
ImmersiveTouch
Industrial Light & Magic
Infineon
Inflection AI
Inmo
Intel
Intellectsoft
Iristick
iRobot
J.Crew
Jade Bird Display
Jadu AR
Jarvish
Jasper Art
JD.com
jsDelivr
Keras
Kernel
KeyCDN
Keyence
Khronos Group
Kinicho
Kioxia
Kopin
L’Oréal
Largan Precision
Leica
Lenovo
Lens Technology
LetinAR
LG Corp
Librestream
Lockheed Martin
Louis Vuitton
Lowe's
Lumus
Magic Leap
MakeML
Malfy Gin
Mantis Vision
MathWorks
Maybelline New York
McDonald's
MediaTek
Medivis
Medtronic
Megvii (Face++)
Merative
Meta
Micron
Microoled
Microsoft
Midea (KUKA)
Midjourney
Mimi (3D Sound Labs)
Mindmaze
MLB
Mobileye
Mojo Vision
Murata Manufacturing
Nanya Tech
Nauto
NBA
NetEase
Netflix
Neuralia
Neuralink
Neuroelectrics
Nexon
Niantic Spatial
NightCafe
Nike
Nintendo
NNTC
Nokia
Northrop Grumman
Nvidia
NXP Semiconductors
Olympus
Omnitron Sensors
OnePlus
OnSemi
OpenAI
OpenNN
Oppo
OQmented
Oracle
Orbbec
Osmo.ai
OverIT
Panasonic
Paramount Skydance
PBS
PepsiCo
Perfect Corp
PGA
Pinterest
Pizza Hut
Plain Concepts (Evergine)
Play For Dream
PlayCanvas
PMD Technologies
Pony.ai
Prophesee
Proximie
PTC
Pupil Labs
Qorvo
Qualcomm
RealSense
RealWear
Red Bull GmbH
Red Six Aerospace
Renesas
Resolution Games
Revolut
Rivet Industries
Rockwell Automation
Rokid
RTX
Samsung Electronics
Saphlux
SAS
Savvy Games Group (Scopely)
Schneider Electric
ScopeAR
SeeYA Technology
Sega Sammy
Seiko Epson
Sennheiser
Sensata Technologies
SenseTime
SentiAR
Sephora
Sharp (Dynabook)
Sherpa.ai
Shopify
Siemens
Sighthound
SK Hynix
Skyworks
Smart Eye
Snap
Sony
SoundHound
Square Enix
Stability.ai
StayinFront (Augment)
STMicroelectronics
Sunny Optical Technology
Surgical Theatre
Swave Photonics
Synopsys
Taqtile
Target
TCL Technology
TDK
teamLAB
TeamViewer
Tecnotree
Telegram
Tencent
Teradyne
Tesla
Texas Instruments
The Home Depot
The Walt Disney Company
ThirdEye Gen
Tilt Five
T-Mobile
Tobii
Toshiba
Toyota
Trace
Transsion
TSMC
Ubisoft
Unisoc Technologies
Unity Technologies
Universal Display
Universal Pictures
USound
Varjo
Verizon
ViewAR
Viewpointsystem
Visionstar (EasyAR)
Visometry
Viture
VividQ
Vivo
Vizrt
Volvo
Vuzix
Walmart
Warner Bros. Discovery
Wayfair
WayRay
Web-AR.Studio
Western Digital
Wideum
Will Semiconductor (OmniVision)
Wolfram
World Wide Web Consortium (Semantic Web)
WPP Media
X (Grok)
Xiaomi
Xreal
XRHealth
Yangtze Memory Technologies
Young Optics
Zappar
Zero Destiny
Zoom

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