ARtillery Intelligence Projects Spatial Computing Revenue to Reach $59.7 Billion by 2030

ARtillery Intelligence projects global spatial computing revenue will grow from $28.2 billion in 2025 to $59.7 billion in 2030, representing a 16.2 percent compound annual growth rate. The forecast identifies AI-powered smart glasses as a primary driver, with Meta’s earnings showing these devices offsetting declines in consumer VR. While VR currently leads in total revenue ($13.75 billion last year) due to established software ecosystems, non-display AI glasses lead in unit sales and are projected to challenge VR’s revenue position. Mobile AR generated an estimated $8.9 billion in 2025, primarily through enterprise productivity and B2B2C marketing rather than direct consumer hardware purchases. The report highlights a strategic shift toward diversification into purpose-built form factors, including flat AR displays and full spatial experiences, though specific product launches remain anticipated for 2027 and 2028.