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Jitesh Ubrani
Analyst Index · The Channel

Jitesh Ubrani

Research Manager, Device Trackers, IDC
56%
Accuracy
23 of 50
Analyst ranking
26
Predictions scored
8
Still to fall due
8 right7 mostly right3 half right2 mostly wrong6 wrong
Scored predictions26
Right · 100%Worldwide shipments of AR/VR headsets combined with display-less smart glasses are expected to grow 39.2% in 2025 with volumes reaching 14.3 million units.The Channel · made Sep 2025 · due Dec 2025

What happened. IDC (23 Mar 2026): XR device shipments (headsets plus glasses) grew 44.4% in 2025. No level is given; on the implied 2024 base of about 10.25m, that is about 14.8m. 14.3m against about 14.8m is 3.3% under (release-level rule). On the rate alone, +39.2% against +44.4% is a 5.2-point miss (Mostly wrong). Sources: idc.com, idc.com.

Source: From Gaming to Gaining: AR/VR Headsets and Smart Glasses Go Mainstream, says IDC

Caveat. No independent evidence available. Scored on IDC’s own figures.

Forecast 14.3 m units, AR/VR headsets + smart glasses 2025 · actual 14.8 m units, AR/VR headsets + smart glasses 2025Medium confidence
Mostly right · 75%Tablets are not expected to fare much better as shipments are anticipated to shrink 0.8% in 2025 to 143.3 million.The Channel · made Feb 2025 · due Dec 2025

What happened. IDC (24 Feb 2026): 151.9 million tablets shipped in 2025, up 5%. 143.3m against 151.9m is 5.7% under, inside the 10% band. Sources: idc.com.

Source: IDC Adjusts PC and Tablet Forecasts but Still Expects Commercial Demand to Provide Growth

Caveat. No independent evidence available. Scored on IDC’s own figures.

Forecast 143.3 m units, tablets 2025 · actual 151.9 m units, tablets 2025High confidence
Mostly wrong · 25%Growth is expected to slow to 3.9% in 2025 as large markets such as US and India along with devices such as smartwatches and hearables approach maturity.The Channel · made Dec 2024 · due Dec 2025

What happened. IDC wearables market page (updated 25 Mar 2026): shipments grew 9.1% in 2025 to 611.5 million. IDC's 2024 base rose from 534.6m to about 560.5m between releases. +3.9% against +9.1% is a 5.2-point miss. IDC's restated 2024 base explains some of the gap, but the reported rate is the like-for-like figure. Sources: web.archive.org.

Source: Wearables to Face Continued Growth While Giving Way to New Form Factors, According to IDC

Caveat. No independent evidence available. Scored on IDC’s own figures.

Forecast 3.9% · actual 9.1%Medium confidence
Mostly right · 75%Smartwatches are expected to face the first ever year-over-year decline (-3%) in 2024 before rebounding to 4.8% growth in 2025.The Channel · made Sep 2024 · due Dec 2024

What happened. IDC wearables market page (updated 28 Apr 2025): smartwatches declined 4.5% in 2024. -3% against -4.5% is a 1.5-point miss. Sources: web.archive.org.

Source: IDC Forecasts Continued Growth for Wearables But Growth Will Be Uneven Across Product Categories

Caveat. No independent evidence available. Scored on IDC’s own figures.

Forecast -3% · actual -4.5%High confidence
Half right · 50%PCs are forecast to grow 4.3% year over year in 2025 as the end of support for Windows 10 will drive a refresh cycle particularly among commercial buyers.The Channel · made Sep 2024 · due Dec 2025

What happened. IDC preliminary results (12 Jan 2026): 284.7 million traditional PCs in 2025, up 8.1%. +4.3% against +8.1% is a 3.8-point miss. Sources: idc.com.

Source: PC Refresh Cycle and Tablets in Emerging Markets Expected to Spur Demand in Coming Quarters, According to IDC

Caveat. No independent evidence available. Scored on IDC’s own figures.

Forecast 4.3% · actual 8.1%High confidence
Right · 100%The tablet market is forecast to grow 7.2% year over year as a refresh cycle and project investments are expected to drive the market.The Channel · made Sep 2024 · due Dec 2024

What happened. IDC's Feb 2025 forecast (2025 tablets 143.3m, down 0.8%) puts 2024 at about 144.5m. IDC's Feb 2026 figure (151.9m in 2025, up 5%) gives about 144.7m. 137.9m against about 144.5m is 4.6% under, inside the 5% band. Scored on the stated table level (release-level rule); the +7.2% rate against the actual of about +12.5% would score lower. Sources: idc.com, idc.com.

Source: PC Refresh Cycle and Tablets in Emerging Markets Expected to Spur Demand in Coming Quarters, According to IDC

Caveat. No independent evidence available. Scored on IDC’s own figures.

Forecast 137.9 m units, tablets 2024 · actual 144.5 m units, tablets 2024Medium confidence
Mostly right · 75%IDC forecasts headset shipments will return to growth later this year with volume growing 7.5% over 2023.The Channel · made Jun 2024 · due Dec 2024

What happened. IDC (25 Mar 2025): AR/VR headset shipments grew 10% in 2024. +7.5% against +10% is a 2.5-point miss. Sources: idc.com.

Source: The Outlook for AR/VR Headsets Is Expected to Improve as Mixed Reality and Extended Reality Gains Acceptance, According to IDC

Caveat. No independent evidence available. Scored on IDC’s own figures.

Forecast 7.5% · actual 10%High confidence
Right · 100%Wearables are poised for additional growth in 2024 as device shipments are forecast reach 559.7 million units, up 10.5% over 2023.The Channel · made Mar 2024 · due Dec 2024

What happened. IDC wearables market page (updated 28 Apr 2025): 534.6 million units in 2024, up 5.4%. 559.7m against 534.6m is 4.7% over, just inside the 5% band. Sources: web.archive.org.

Source: Global Shipments of Wearable Devices Saw Modest Growth in 2023 with Improved Demand Expected in 2024 and Beyond, According to IDC

Caveat. No independent evidence available. Scored on IDC’s own figures.

Forecast 559.7 m units, wearables 2024 · actual 534.6 m units, wearables 2024High confidence
Wrong · 0%2024 is shaping up to be a year of recovery as shipments are forecast to surge 44.2% to 9.7 million units.The Channel · made Mar 2024 · due Dec 2024

What happened. IDC (25 Mar 2025): shipments grew 10% in 2024, about 7.4m on the 6.73m 2023 base (IDC changed its categories in mid-2024; the September 2024 base of about 6.8m gives about 7.5m). 9.7m against roughly 7.4-7.5m is about 30% over. Scored on the stated level, as the release-level rule requires; the +44.2% against +10% rate is also far outside the bands. Sources: idc.com.

Source: IDC Forecasts Robust Growth for AR/VR Headset Shipments Fueled by the Rise of Mixed Reality

Caveat. No independent evidence available. Scored on IDC’s own figures.

Forecast 9.7 m units, AR/VR headsets 2024 · actual 7.4 m units, AR/VR headsets 2024Medium confidence
Right · 100%Global shipments forecast to reach 265.4 million units in 2024, up 2.0% from the prior year.The Channel · made Mar 2024 · due Dec 2024

What happened. IDC preliminary results (Jan 2025): 262.7 million traditional PCs in 2024, up 1%. 265.4m against 262.7m is 1.0% over. Sources: idc.com.

Source: IDC Forecasts Global PC Shipments to Grow 2.0% in 2024, Led by the Arrival of AI PCs and the Start of a Commercial Refresh Cycle

Caveat. No independent evidence available. Scored on IDC’s own figures.

Forecast 265.4 m units, traditional PCs 2024 · actual 262.7 m units, traditional PCs 2024High confidence
Wrong · 0%IDC forecasts the market to rebound in 2024, growing 46.8% year over year thanks to new hardware from Meta and ByteDance, the introduction of Apple's Vision Pro.The Channel · made Sep 2023 · due Dec 2024

What happened. IDC (25 Mar 2025): AR/VR headset shipments grew 10% in 2024. +46.8% against +10% is a 36.8-point miss. Sources: idc.com.

Source: Another Slow Year Expected for AR/VR Headsets Before 2024 Rebound, According to IDC

Caveat. No independent evidence available. Scored on IDC’s own figures.

Forecast 46.8% · actual 10%High confidence
Wrong · 0%2023 volumes are shaping up to be only slightly higher than 2017 with 8.5 million headsets expected to ship this year.The Channel · made Sep 2023 · due Dec 2023

What happened. IDC (March 2024): 2023 shipments down 23.5%, about 6.7 million (from the 2024 forecast of 9.7m at +44.2%). 8.5m against about 6.73m is 26% over. Sources: idc.com.

Source: Another Slow Year Expected for AR/VR Headsets Before 2024 Rebound, According to IDC

Caveat. No independent evidence available. Scored on IDC’s own figures.

Forecast 8.5 m units, AR/VR headsets 2023 · actual 6.73 m units, AR/VR headsets 2023Medium confidence
Half right · 50%Gaming PCs are expected to decline 10.5%.The Channel · made Sep 2023 · due Dec 2023

What happened. IDC (March 2024): gaming PC shipments fell 13.2% in 2023 to 44 million. -10.5% against -13.2% is a 2.7-point miss. Sources: idc.com.

Source: Gaming PCs Expected to Struggle While Gaming Monitors Return to Growth in 2023, According to IDC

Caveat. No independent evidence available. Scored on IDC’s own figures.

Forecast -10.5% · actual -13.2%High confidence
Right · 100%Traditional PC: 2023 shipments 250.8 million, -14.1% (IDC forecast table; release headline: volumes expected to reach 384.8 million in 2023).The Channel · made Jun 2023 · due Dec 2023

What happened. IDC preliminary results (10 Jan 2024): 259.5 million traditional PCs in 2023. 250.8m against 259.5m is 3.4% under, inside the 5% band. Sources: idc.com.

Paraphrased. Source: PC and Tablet Market Face Further Decline Before a Rebound in 2024, According to IDC

Caveat. No independent evidence available. Scored on IDC’s own figures.

Forecast 250.8 m units, traditional PCs 2023 · actual 259.5 m units, traditional PCs 2023Medium confidence
Wrong · 0%Global shipments are now expected to reach 10.1 million units this year.The Channel · made Mar 2023 · due Dec 2023

What happened. IDC (March 2024): shipments fell 23.5% in 2023. Its 2024 forecast of 9.7m at +44.2% puts 2023 at about 6.7m. 10.1m against about 6.7m is about 50% over. Sources: idc.com.

Source: Slower Growth for AR/VR Headset Shipments in 2023 but Strong Growth Forecast Through 2027, According to IDC

Caveat. No independent evidence available. Scored on IDC’s own figures.

Forecast 10.1 m units, AR/VR headsets 2023 · actual 6.7 m units, AR/VR headsets 2023High confidence
Right · 100%IDC expects 2024 to be a year of recovery with PC and tablet shipments growing 3.6% compared to 2023 and surpassing pre-pandemic levels as total volume reaches 417.7 million units.The Channel · made Mar 2023 · due Dec 2024

What happened. IDC: 262.7m traditional PCs in 2024 (Jan 2025). IDC's Feb 2025 forecast table gives 2025 at 416.3m, up 2.1%, which puts 2024 PCs plus tablets at about 407.7m. 417.7m against about 407.7m is 2.5% over, inside the 5% band. Sources: idc.com, idc.com.

Source: Commercial Buying to Buoy PC and Tablet Shipments in the Coming Years, According to IDC Tracker

Caveat. No independent evidence available. Scored on IDC’s own figures.

Forecast 417.7 m units, PCs + tablets 2024 · actual 407.7 m units, PCs + tablets 2024Medium confidence
Mostly right · 75%IDC expects improved economic conditions as well as rising demand from emerging markets to drive renewed growth in 2023 with shipments forecast to reach 539 million units.The Channel · made Dec 2022 · due Dec 2023

What happened. IDC (20 Mar 2024): wearables grew 1.7% in 2023. The same release forecasts 559.7m for 2024, up 10.5%, which puts 2023 at about 506.5m (IDC's April 2025 figures give 507.2m). 539m against roughly 506.5m is 6.4% over, inside the 10% band. Sources: idc.com.

Source: IDC Tracker Expects Wearables Growth to Stall as Macroeconomic Pressures Continue

Caveat. No independent evidence available. Scored on IDC’s own figures.

Forecast 539 m units, wearables 2023 · actual 506.5 m units, wearables 2023Medium confidence
Wrong · 0%Growth is expected to return in 2023 as shipments are forecast to jump 31.5% year over year.The Channel · made Dec 2022 · due Dec 2023

What happened. IDC (March 2024): AR/VR headset shipments fell 23.5% in 2023. Forecast +31.5%, actual -23.5%: wrong sign. Sources: idc.com.

Source: IDC Tracker Finds Upward Pricing Putting Downward Pressure on AR/VR Headsets

Caveat. No independent evidence available. Scored on IDC’s own figures.

Forecast 31.5% · actual -23.5%High confidence
Half right · 50%Global shipments for AR and VR headsets will decline by 12.8% in 2022, dropping to 9.7 million units.The Channel · made Dec 2022 · due Dec 2022

What happened. IDC (March 2023): AR/VR headset shipments fell 20.9% in 2022 to 8.8 million units. 9.7m against 8.8m is 10.2% over, inside the 15% band. Made with under two weeks of the year left, and it still missed by 10%. Sources: idc.com.

Source: IDC Tracker Finds Upward Pricing Putting Downward Pressure on AR/VR Headsets

Caveat. No independent evidence available. Scored on IDC’s own figures.

Forecast 9.7 m units, AR/VR headsets 2022 · actual 8.8 m units, AR/VR headsets 2022High confidence
Mostly wrong · 25%Traditional PCs will see shipments drop 5.6% to 281 million units in 2023 while tablets will decline 6.7% to 148 million units.The Channel · made Dec 2022 · due Dec 2023

What happened. IDC (5 Feb 2024): 128.5 million tablets shipped in 2023, down 20.5% and the lowest since 2011. 148m against 128.5m is 15.2% over: past the 15% band, under 25%. Sources: idc.com.

Source: IDC Tracker Forecast Sees Further Contraction for the Global PC and Tablet Markets with Commercial PC Demand Remaining the One Clear Opportunity

Caveat. No independent evidence available. Scored on IDC’s own figures.

Forecast 148 m units, tablets 2023 · actual 128.5 m units, tablets 2023High confidence
Mostly right · 75%Traditional PCs will see shipments drop 5.6% to 281 million units in 2023 while tablets will decline 6.7% to 148 million units.The Channel · made Dec 2022 · due Dec 2023

What happened. IDC preliminary results (10 Jan 2024): 259.5 million traditional PCs shipped in 2023, down 13.9%. 281m against 259.5m is 8.3% over, inside the 10% band. Sources: idc.com.

Source: IDC Tracker Forecast Sees Further Contraction for the Global PC and Tablet Markets with Commercial PC Demand Remaining the One Clear Opportunity

Caveat. No independent evidence available. Scored on IDC’s own figures.

Forecast 281 m units, traditional PCs 2023 · actual 259.5 m units, traditional PCs 2023High confidence
Right · 100%Global shipments are expected to remain at 897.4 million with major categories such as smart speakers and TVs facing single digit declines.The Channel · made Oct 2022 · due Dec 2022

What happened. IDC (March 2023): smart home device shipments fell 2.6% in 2022 to 871.8 million units. 897.4m against 871.8m is 2.9% over, inside the 5% band. Sources: idc.com.

Source: Smart Home Device Growth Slows Along with Global Economy, Says IDC

Caveat. No independent evidence available. Scored on IDC’s own figures.

Forecast 897.4 m units, smart home devices 2022 · actual 871.8 m units, smart home devices 2022High confidence
Mostly right · 75%IDC now forecasts shipments for the full year of 2022 to remain flat at 535.5 million units.The Channel · made Sep 2022 · due Dec 2022

What happened. IDC (March 2023): 492.1 million wearables shipped in 2022, down 7.7%. 535.5m against 492.1m is 8.8% over, inside the 10% band. Sources: idc.com.

Source: Wearables Growth Faces Challenges Through 2022, According to IDC Tracker

Caveat. No independent evidence available. Scored on IDC’s own figures.

Forecast 535.5 m units, wearables 2022 · actual 492.1 m units, wearables 2022High confidence
Right · 100%The forecast for worldwide tablet shipments has been lowered to 158 million units, a 6.2% decline compared to 2021.The Channel · made Jun 2022 · due Dec 2022

What happened. IDC preliminary results (Feb 2023): 162.8 million tablets shipped in 2022, down 3.3%. 158.0m against 162.8m is 2.9% under, inside the 5% band. Sources: idc.com.

Source: PC Shipments to Feel the Effects of Global Headwinds with Shipment Volumes Expected to Decline 8.2% in 2022, According to IDC

Caveat. No independent evidence available. Scored on IDC’s own figures.

Forecast 158 m units, tablets 2022 · actual 162.8 m units, tablets 2022High confidence
Mostly right · 75%Global shipments of traditional PCs will fall 8.2% year over year in 2022 to 321.2 million units.The Channel · made Jun 2022 · due Dec 2022

What happened. IDC preliminary results (Jan 2023): 292.3 million traditional PCs shipped in 2022. 321.2m against 292.3m is 9.9% over, just inside the 10% band. Sources: idc.com.

Source: PC Shipments to Feel the Effects of Global Headwinds with Shipment Volumes Expected to Decline 8.2% in 2022, According to IDC

Caveat. No independent evidence available. Scored on IDC’s own figures.

Forecast 321.2 m units, traditional PCs 2022 · actual 292.3 m units, traditional PCs 2022High confidence
Wrong · 0%Headset shipments are forecast to grow 46.9% year over year in 2022.The Channel · made Mar 2022 · due Dec 2022

What happened. IDC's first full-year figure: AR/VR headset shipments fell 20.9% in 2022 to 8.8 million units. Forecast +46.9%, actual -20.9%: wrong sign. Sources: idc.com.

Source: AR/VR Headset Shipments Grew Dramatically in 2021, Thanks Largely to Meta's Strong Quest 2 Volumes, with Growth Forecast to Continue, According to IDC

Caveat. No independent evidence available. Scored on IDC’s own figures.

Forecast 46.9% · actual -20.9%High confidence
Still to fall due8 predictions
  1. Dec 20262026 forecast growth: 33.5%The Channel · made Mar 2026 · source
  2. Dec 2026A rebound is expected in 2026 with 87% growth and volume will surpass the peak of 11.2 million units recorded during the pandemic in 2021.The Channel · made Mar 2025 · source
  3. Dec 2027Total PC shipments of 284.9 million in 2027 (2023-2027 CAGR 3.1%).The Channel · made Aug 2023 · source
  4. Dec 2026The wearables market is forecast to grow at a healthy pace with a five-year compound annual growth rate (CAGR) of 5.1% as unit shipments reach 628.3 million by the end of 2026.The Channel · made Dec 2022 · source
  5. Dec 2026Sustained growth of more than 30% is also forecast for the next several years culminating in 35.1 million units shipped in 2026.The Channel · made Dec 2022 · source
  6. Dec 2026Tablet shipments reach 152.5 million units in 2026 (2021-2026 CAGR -2.0%).The Channel · made Jun 2022 · source
  7. Dec 2026Traditional PC shipments reach 339.0 million units in 2026 (2021-2026 CAGR -0.6%).The Channel · made Jun 2022 · source
  8. Dec 2026Global shipments of AR/VR headsets surpass 50 million units by the end of the forecast.The Channel · made Mar 2022 · source
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