Directory · Market

Spatial computing companies

An editorial directory of the companies defining the spatial computing market in 2025 — the platforms, headset makers and infrastructure players that matter.

Platform · Consumer & prosumer

Apple

Apple Vision Pro · visionOS

Apple's entry reset expectations for spatial computing — eye + hand input, premium displays and a developer ecosystem anchored in SwiftUI and RealityKit.

Platform · Consumer & enterprise

Meta

Meta Quest 3, Quest Pro · Horizon OS

By far the largest installed base. Aggressive passthrough roadmap, an open Horizon OS strategy and the most active third-party developer community in spatial computing.

Platform · Mobile-led

Google

Android XR (developer preview)

Building the Android of spatial computing — an OS partnered with Samsung and other OEMs, with Gemini-powered assistants and a Unity-friendly SDK.

Enterprise · Tooling

Microsoft

Mesh, Teams for spatial

HoloLens is winding down, but Microsoft remains a major force via Mesh, Teams immersive spaces and partnerships across the device landscape.

Enterprise · Optics

Magic Leap

Magic Leap 2

Pivoted from consumer to enterprise. Strong in healthcare, defense and design review, with optics and field-of-view advantages over consumer headsets.

Enterprise · High-fidelity

Varjo

Varjo XR-4

Finnish maker of the highest-resolution headsets on the market. Used heavily in simulation, training and engineering design.

Enterprise · Consumer

HTC

Vive XR Elite, Focus Vision

Long-standing player straddling enterprise and prosumer, with a deep partner network in training and location-based entertainment.

Glasses · AR

Snap

Spectacles (5th gen)

The most credible AR glasses developer-platform play. Lens Studio and the Snap AR ecosystem feed a creative community no headset maker matches.

Geospatial · Map layer

Niantic

Lightship VPS

The shared map layer of spatial computing — its Visual Positioning System is becoming infrastructure for outdoor and city-scale spatial apps.

How we picked this list

We focused on companies whose products are either shipping at scale or actively shaping the standards and infrastructure underneath spatial computing. We excluded firms that are pure investors, dormant or that have publicly wound down their XR programs.

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