The September XR consumer landscape showcased a mixed outlook, with Apple notably absent of significant advancements in its Spatial Computing platform, disappointing supporters and causing a market dip post-event amid no new hardware announcements or substantial app support, signaling a slow start for their Vision Pro system. Meanwhile, Meta’s CONNECT 2025 highlighted ongoing struggles within the VR sector, including platform consolidations, layoffs, and the abandonment of promising features like ‘Augments,’ alongside a pivot toward AR glasses—particularly the AR-lite Ray-Ban displays—raising privacy concerns and dampening sales forecasts. Despite efforts to emphasize content creation tools and metaverse ambitions, Meta’s focus on transitioning from VR to AR reflects an industry grappling with delayed consumer adoption, waning enthusiasm, and investor skepticism, underscoring a challenging environment for XR market growth and the need for clearer strategic direction.

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