智通财经网·2025-11-26 06:50Core Insights - The report by TrendForce indicates that the competition in AR glasses display technologies is intensifying, with LEDoS and LCoS technologies poised for growth opportunities by 2025 and 2030 [1][2][3] Group 1: AR Glasses Market Trends - Major brands like Meta, Apple, Amazon, and RayNeo are actively investing in AR glasses, leading to increased competition in display technologies [1] - By 2025, the penetration rates for LEDoS and LCoS technologies are projected to be 37% and 7%, respectively, with further growth expected by 2030 to 65% and 11% [1][2] Group 2: Chinese Brands and Technology Adoption - Chinese brands are the primary drivers of AR glasses shipments, initially focusing on viewing applications, which led to the adoption of the mature and cost-effective OLEDoS technology [1] - As the industry evolves, the demand for brightness and transparency in AR glasses is increasing, prompting brands to shift resources away from viewing products [1] Group 3: LEDoS Technology Development - The market for AI-assisted information display glasses is heating up, with various players, including Chinese cloud service providers and traditional consumer electronics brands, entering the LEDoS segment [2] - The penetration rate of LEDoS technology is expected to rise to 37% by 2025, driven by rapid product development and collaboration with supply chains [2] Group 4: LCoS Technology Insights - LCoS technology is favored by Meta due to its cost-effectiveness and excellent power performance under average pixel brightness [3] - The penetration rate for LCoS technology is anticipated to reach 7% by 2025, with a slower growth forecast to 11% by 2030 due to challenges in high brightness and contrast [3]