2025XR行业发展白皮书

Investment Rating - The report does not explicitly state an investment rating for the XR industry Core Insights - The XR industry is expected to enter a growth phase post-2025, following a period of adjustment from 2022 to 2024 [14] - The macro environment presents both opportunities and challenges, with technological innovation and regulatory frameworks being key factors [20][22] - The XR market is experiencing a significant divergence, with VR/MR device sales declining while AR devices show strong growth [54] Part 1: Industry Development Background and Macro Environment - The XR industry has undergone various phases, including a growth phase expected to start in 2025 [14] - The macroeconomic environment is complex, with factors such as economic recovery and technological integration influencing the industry [20][22] - Different countries are providing varying levels of support for XR technology, with the US leading in talent and technology support [25][30] Part 2: Market Size and Development Status - The global XR device shipment is projected to be 731 million units in 2024, a decrease of 10.3% year-on-year [52] - The XR market is showing a clear split: VR/MR devices are declining, while AR devices are expected to grow by 37% in 2024 [54] - In China, the XR market is also facing challenges, with a total sales volume of 53.6 million units in 2024, down 12.5% year-on-year [55] Part 3: Technology Development and Product Trends - Multiple technology routes are being explored in the XR market, with display technology being a critical focus [125] - Micro-OLED has emerged as the mainstream display technology for AR devices, with significant market share growth expected [137][140] - The XR market is characterized by a variety of product forms and functionalities, with a trend towards lightweight and user-friendly designs [141] Part 4: Operating Systems, Industry Applications, and Case Studies - Major XR operating systems are primarily based on Android, with companies like Meta and Apple leading the way in developing proprietary systems [152] - The XR ecosystem is evolving, with a focus on low-latency rendering and multi-modal interaction capabilities [152] - The report highlights the competitive landscape of XR operating systems, emphasizing the importance of ecosystem integration and developer engagement [159]