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Strategic Intelligence: Augmented Reality

Publisher GlobalData
Published Dec 05, 2025
Length 73 Pages
SKU # GBDT20678712

Description

Strategic Intelligence: Augmented Reality

Summary

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.

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.
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.
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.

Table of Contents

73 Pages
Executive Summary
Players
Technology Briefing
3D cameras
Displays
Eye tracking
Motion tracking
Facial recognition
Localization and mapping
Trends
Technology trends
Macroeconomic trends
Regulatory trends
Media trends
Industry Analysis
Market size and growth forecasts
AR software
AR hardware
Timeline
Value Chain
Semiconductors
Central processing units
Graphics processing units
Vision processing units
Image processors
Communication chips
Micro-electromechanical systems
Memory chips
Components
Motion tracking
Eye tracking
Batteries
Displays
Cameras and 3D lenses
Audio components
Machine vision
Devices
Smartphones
AR smart glasses
AR headsets
Platforms
Application programming interfaces (APIs) and software development kits (SDKs)
AR engines
Artificial intelligence (AI)
Application delivery networks (ADNs) and content delivery networks (CDNs)
Apps and content
Companies
Sector Scorecards
Consumer electronics sector scorecard
Who’s who
Thematic screen
Valuation screen
Risk screen
Gaming sector scorecard
Who’s who
Thematic screen
Valuation screen
Risk screen
Glossary
Further Reading
GlobalData reports
Our Thematic Research Methodology
About GlobalData
Contact Us
List of Tables
Table 1: Technology trends
Table 2: Macroeconomic trends
Table 3: Regulatory trends
Table 4: Media trends
Table 5: Companies
Table 6: Glossary
Table 7: GlobalData reports
List of Figures
Figure 1: A select list of players in the augmented reality theme, and where they sit in the value chain
Figure 2: There are four main types of AR
Figure 3: How do AR apps work on smartphones?
Figure 4: Four types of depth cameras can be used in AR devices
Figure 5: Displays
Figure 6: Eye tracking
Figure 7: Motion tracking
Figure 8: Facial recognition
Figure 9: Simultaneous localization and mapping (SLAM)
Figure 10: Top augmented reality trends
Figure 11: AR will become an $87 billion market by 2030
Figure 12: AR software will continue to lead the global AR market over the forecast period
Figure 13: The global AR software market will generate over $59 billion in revenue by 2030
Figure 14: The global AR hardware market will be worth over $28 billion by 2030
Figure 15: The augmented reality story
Figure 16: The augmented reality value chain
Figure 17: AR value chain: semiconductors
Figure 18: AR value chain: components
Figure 19: AR value chain: devices
Figure 20: AR value chain: platforms
Figure 21: AR value chain: platforms - AI
Figure 22: AR value chain: apps and content
Figure 23: Who does what in the consumer electronics space?
Figure 24: Thematic screen - Consumer electronics sector scorecard
Figure 25: Valuation screen - Consumer electronics sector scorecard
Figure 26: Risk screen - Consumer electronics sector scorecard
Figure 27: Who does what in the gaming space?
Figure 28: Thematic screen - Gaming sector scorecard
Figure 29: Valuation screen - Gaming sector scorecard
Figure 30: Risk screen - Gaming sector scorecard
Figure 31: Our five-step approach for generating a sector scorecard

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