研报 | AR显示技术竞争随品牌布局加剧，预估2030年LEDoS技术渗透率达65%

Core Insights - The report from TrendForce indicates that the competition in AR glasses display technologies is intensifying, with significant growth opportunities for LEDoS and LCoS technologies, projected to reach penetration rates of 37% and 7% respectively by 2025, and further increasing to 65% and 11% by 2030 [2][3][4] Group 1: AR Glasses Market Dynamics - Major brands like Meta, Apple, Amazon, and RayNeo are actively investing in AR glasses, leading to a competitive landscape in display technology [2] - Chinese brands dominate the AR glasses shipment market, initially focusing on viewing applications, which has made OLEDoS the mainstream display technology due to its cost-effectiveness and mature processing technology [2] - As the industry evolves, the demand for brightness and transparency in AR glasses is increasing, leading to a decline in OLEDoS's market share after reaching a 53% penetration rate by 2025 [2] Group 2: LEDoS Technology Development - The market for AI-assisted information glasses is heating up, prompting various players, including Chinese cloud service providers and traditional consumer electronics brands, to enter the AR terminal market and invest in LEDoS technology [3] - The penetration rate of LEDoS technology is expected to rise to 37% by 2025, driven by rapid product development and collaboration with supply chains [3] - International brands are focusing on full-color LEDoS, which may result in longer development timelines, but once products from major players like Apple and Meta are mass-produced, the penetration rate is expected to reach 65% by 2030 [3] Group 3: LCoS Technology Outlook - LCoS technology is favored by Meta due to its mature technology and cost-effectiveness, with an expected penetration rate of 7% by 2025, although it faces challenges in high brightness and contrast [4] - Chinese brands are less competitive in establishing LCoS technology barriers and have heavily invested in LEDoS, which may slow LCoS's growth, projected to reach 11% by 2030 [4]