研报 | 国际大厂加速投入，预估2030年AR眼镜出货量达3,210万台

Core Insights - The article discusses the growth potential of the AR market, particularly with the upcoming release of AR glasses prototypes by international brands and Meta's anticipated launch of the Celeste AR glasses, leading to increased market attention [2][5]. Industry Trends - According to TrendForce, global AR shipments are expected to reach 600,000 units in 2025, driven by the introduction of AR devices and a decrease in OLEDoS product prices [2]. - The AR market is projected to experience strong growth momentum, with shipments expected to reach 32.1 million units by 2030, as high-end full-color AR technology matures and more sophisticated products from major international companies are released [5]. Regional Market Dynamics - Currently, China is the primary market for AR shipments, but with the entry of tech giants like Meta and Google, China's market share is expected to decline to 50.2% by 2030 [5]. Technological Developments - AI technology is helping consumers form clearer expectations for AR glasses applications, contributing to a gradual consensus on market standards [5]. - Brands are setting specific requirements for light engines, such as power consumption below 300mW, volume under 1cc, and weight under 3g, which, while challenging for suppliers, will help standardize specifications [5][6]. Market Standardization - Although standardization may limit brand differentiation and product iteration, it aids in achieving economies of scale and reducing costs, making it easier to meet consumer price expectations and attract more potential users to the AR glasses market [6]. - The active involvement of international companies like Meta and Google is accelerating supply chain development, with suppliers such as LUMUS, Goertek, JBD, Xreal, and Omnivision expected to benefit from market expansion [6].