2022 saw just under 15M VR headsets ship. Hardware vendors shared just under $4B in wholesale revenues, led by Meta, which accounted for over 40% of all hardware revenues.
This report examines the share of shipments, installed base, and revenues for each of the major platforms. These include Google Cardboard, Daydream, Samsung Gear VR, HTC, Oculus, Windows MR and Sony PSVR.
AI Outlook 2027: Five Trends Reshaping AI Infrastructure, Compute and Memory
Explore five trends shaping the AI market in 2027, from AI infrastructure and compute to memory, advanced packaging and semiconductor manufacturing.
Advanced Packaging Outlook 2027: Five Trends Reshaping CoWoS, HBM and Chiplets
Advanced packaging will cap semiconductor growth in 2027. Explore how CoWoS, HBM4 and chiplets are reshaping capacity, yields and supply-chain strategy for AI accelerators.
CXL Memory Pooling: Why Samsung & SK hynix Are Racing
CXL memory pooling has hit production. Here’s why Samsung and SK hynix’s OCP 2026 moves on agentic AI’s KV cache matter more than raw memory capacity.
