WitsView睿智显示·2025-10-20 09:19Core Insights - Apple is re-entering the market with an upgraded Vision Pro, focusing on enhancing computational performance and improving weight distribution in VR/MR headsets [2] - TrendForce's report predicts that OLEDoS technology will see a significant increase in penetration, reaching 58% in VR/MR applications by 2030 [2] - Despite a projected decline in global VR/MR product shipments to 5.6 million units in 2025, long-term growth is expected, with shipments reaching 14.4 million units by 2030 [2] Group 1: Market Trends - OLEDoS is emerging as a key display technology for mid-to-high-end VR/MR devices, benefiting from breakthroughs in both supply chain and application [2] - The current market is dominated by high-cost LCD displays, but the expansion of OLEDoS production lines by Chinese suppliers is expected to lower production costs [5] - Major brands are investing in both software and hardware upgrades, which will drive the long-term growth of the VR/MR market [2] Group 2: Competitive Landscape - Apple and Samsung are enhancing user experience through application platforms and generative AI, with Apple’s Vision Pro utilizing the new M5 chip for improved performance [6] - Samsung is collaborating with Google and Qualcomm to launch the Galaxy XR, featuring a 4K OLEDoS display, integrating applications across devices [6] - Meta is also innovating by using a combination of 0.9-inch OLEDoS and Pancake optical architecture to meet the demand for thinner VR/MR products [6] Group 3: Future Outlook - OLEDoS is expected to transition from the mid-to-high-end market to mainstream adoption, becoming a crucial driver for the transformation of the VR/MR industry [6]