RUNTO: 21,000 XR Devices Sold Online in China in April

RUNTO recently released its online monitoring data for China’s XR device market in

April. Sales reached 21,000 units, a year-on-year increase of 66.7%, with revenue

hitting 70 million CNY, up 65.0% from the same period last year.

By category, online sales of VR devices grew slightly by 10% year-on-year,

accounting for 32.3% of the XR market. AR devices performed more strongly, with a

121% year-on-year increase in sales and a stable 67.7% share of the XR segment.

In the AR market, major players like TCL RayNeo, XREAL, Dream Smart, Rokid, and

VITURE continued to lead.

Although April saw a slight slowdown in retail growth, May has already brought

several major developments: TCL RayNeo launched the binocular full-color

waveguide AR glasses X3 Pro and the Birdbath-style Air 3S; at Google I/O, Google

announced partnerships with XREAL, Gentle Monster, and Warby Parker to launch

AR and AI glasses based on Android XR and powered by Gemini AI; Rokid Glasses

are also set to officially launch in the domestic market in Q2.

RUNTO notes that the wave of new product launches and active involvement from

major tech players signal that, starting in Q2, the XR market—especially in AR and AI

glasses—is poised for an accelerated growth phase.